AMZN

According to LA times, Netflix (NFLX) now controls 61% of the streaming movies on the internet . By any means , Netflix has achieved major success leaving its competitors far behind. IT is not clear if the data is after Amazon (AMZN) started free streaming for its premium members.Our thesis

As we expected, Amazon (AMZN) announced that its Prime Members will get unlimited streaming of more than 5000 movies and tv shows at no additional cost. This development  was already in our model for Netflix(NFLX). We do not expect material impact on Netflix growth by this offering from Amazon. However, we