Member Mailing #212: The future of OTT live streaming after Q2 2020 earnings calls

Cautious for SVOD, mixed for AVOD, & puzzling for sports and MVPDs/vMVPDs

Two weeks ago I highlighted a quote from Netflix’s Q1 2020 earnings call: “Intuitively, the person who didn’t join Netflix during the entire confinement is not likely to join soon after the confinement.” Netflix labeled this a “pull-forward effect”: meaning, "Some of the lockdown growth will turn out to be pull-forward from the multi-year organic growth…