THB #208: Unanswered Streaming Questions, Pt 1 of 2

As the endless hysteria around the state of streaming, legacy media, and movies whips around, screaming about the deep and forever meaning of every event that occurs in any way, I am often struck by how much we - the media, but really, the industry as well - don’t know about the future. Knowledge that will absolutely define the future in ways imaginable and not.

Here are some of those questions…

What is the TAM (Total Addressable Market)?

This is, in and of itself, a multi-tiered question. To start, lop off China. It’s the biggest market in the world and the basically inaccessible to almost everyone in every format.

The United States/Canada is pretty easy. TAM is around 125 million. Netflix is top dog with just over 70 million paid households in the US and Canada. That’s what everyone else is chasing. The idea that any single platform of paid access will top 100 million ever again (or at least in the next few decades) seems to be a fantasy. The Netflix claim that 30% of American household…