The media landscape has been rapidly changing, largely driven by consumers who are adopting new technologies.
More people want most content to be portable so they can watch shows and movies wherever they are, on whatever device they happen to have. The one exception remains blockbuster movies. Consumers may be very happy watching video on their phones, tablets, and other devices, but they'll still head out to theaters to see superhero movies, people running from dinosaurs, or the latest epic chapter of a major franchise.
Two of the three top media stocks, Comcast (
While they all take different approaches to their business, the one common factor among these three brands is that they have the foundation needed to produce long-term success. Even as the market changes -- and it will continue to do so -- Comcast, Disney, and Netflix have laid a foundation that should help each brand deal with any continuing market evolution or even revolution.
It's about the properties
Call Walt Disney the king of content. The Mouse House has the strongest lineup of franchises of any company, which not only nearly guarantees its box-office success but also drives its broadcast network, cable channels, and potential expansion into streaming services.
Essentially, Disney has found a way to steadily release movies without the risk associated with spending $100 million to $200 million (or more) on a potential blockbuster. In buying Pixar...