Netflix Q4 revenue up 34% but tough times ahead? Talking with a friend who is in the business, he said the big distribution deals they got with the media companies previously will be difficult to get again. Streaming is one of the main reasons why, it wasn’t to viable when those deals were struck. Now a whole new opportunity for syndicating their media assets across their own networks (SONY) or others is too big of a revenue stream for them to ignore.

However, the more streaming could mean less expense for the companies “free shipping”, but, probably not the amount offset by no content sources!