Netflix has had phenomenal success over the years as it expanded its footprint in US, Europe and other developed nations of the world. In Jan 2016 with exception of China; Netflix unleashed its growth engine to cover the globe and is now present in 130 countries. It’s recent expansion targets among them India which is home for second largest Internet users, second largest smart phone users and the largest population of 15-25 year young’s in the. 

Netflix has over $2.3 billion in debt, runs a negative free cash flow and trades at 300+ times earnings.  But it was the top performer in 2015 S&P 500 and shareholders romance does not seems to be getting over anytime soon. Rising from a DVD delivery business to the largest Internet TV player on this planet, Netflix success is a rare example of genius, hard work, luck and strategy working right. Over the Top Video made astonishing gains in 2015 and the tread continues as consumers. 

Is OTT wave becoming tsunami for Pay-TV?  Not yet but the wave is getting bigger, bolder and more visible.  Netflix remains the poster boy for SVOD revolution with all premium OTT providers expanding to more devices, territories and adding richer content to their portfolios. Major SVOD providers have also surpassed  broadcasters and Pay-TV providers in delivering content with  4K, UHD and HDR content.. A recent report from Park Associates shows consumers are watching over twice. 

Walk past a TV display section in any large electronic store and Ultra HD screens makes you stop and take notice. The screen looks stunning and the display experience makes you think – Is it time to switch to 4K UHD? 2015 marks the year when UHD and 4K have flooded the floors in CES, IBC and TV OEMs are not leaving any stones unturned to market the UHD magic. Recent CEA report predicts revenue for 4K televisions is projected to reach $5.3 billion with 4.4 million unit shipments. 

The wait for Apple WWDC is finally over but Apple TV plans still remain a mystery. Had Apple announced its internet TV service, this story would have more reasons to prove its point. Regardless, Apple does controls a large part of Over the Top video delivery. Apple devices drive 62% of all authenticated pay-for-TV video views and it is the preferred medium where premium programming behemoths are going direct to customers. This year Apple has challenged existing music services and the world expects. 

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