$Amazon (AMZN.US)$ is definitely the disruptor in the stream...

$Amazon (AMZN.US)$ is definitely the disruptor in the streaming industry now that the industry has shifted toward the ad model.

1. They will have the highest CPMs on their ads because they can match Prime e-commerce data with streaming ads and offer better targeting for advertisers.

2. The higher CPMs and strong balance sheet allows them to be aggressive on live sports. They know live sports are the best for an ad model because the inventory is always sold out, there is a high ad load, and the scale of live sports events is unparalleled.