ETFdb Logo
  • ETF Database
  • Channels
    • Themes
      • Active ETF
      • Alternatives Channel
      • Artificial Intelligence
      • China Insights
      • Climate Insights
      • Core Strategies
      • Crypto
      • Disruptive Technology
      • Energy Infrastructure
      • ETF Building Blocks
      • ETF Education
      • ETF Investing
      • ETF Strategist
      • Faith-Based Investing
      • Financial Literacy
      • Fixed Income
      • Free Cash Flow
      • Innovative ETFs
      • Invest Beyond Cash
      • Leveraged & Inverse
      • Modern Alpha
      • Portfolio Strategies
      • Tax Efficient Income
    • Asset Class
      • Equity
        • U.S. Equity
        • Int'l Developed
        • Emerging Market Equities
      • Alternatives
        • Gold/Silver/Critical Materials
        • Crypytocurrency
        • Currency
        • Volatility
      • Fixed Income
        • Investment Grade Corporates
        • US Treasuries & TIPS
        • High Yield Corporates
        • Int'l Fixed Income
    • ETF Ecosystem
    • ETFs in Canada
    • Market Outlook
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Database Categories
    • Indexes
    • Scenario Analysis
    • Watchlists
    • Head-To-Head ETF Comparison Tool
    • Mutual Fund To ETF Converter
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
  • Research
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Index Education
    • Index Insights
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
  • Themes
    • AI ETFs
    • Blockchain ETFs
    • See all Thematic Investing ETF themes
    • ESG Investing
    • Marijuana ETFs
  • Multimedia
    • ETF 360 Video Series
    • ETF of the Week Podcast
    • Gaining Perspective Podcast
    • ETF Prime Podcast
    • Video
  • Company
    • About VettaFi
    • Get VettaFi’ed
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Pricing
    • Free Sign Up
    • Login
  1. Disruptive Technology Channel
  2. Streaming Inroads Underscore ARKW Allure
Disruptive Technology Channel
Share

Streaming Inroads Underscore ARKW Allure

Tom LydonJan 05, 2022
2022-01-05

Consumers are undoubtedly familiar with the phrase “cord cutting,” also known as the move away from linear television to streaming platforms.

ARK Next Gen Internet ETF

Many are already participating in that trend, and, as investors know, that move to streaming has implications for myriad assets, including the ARK Next Generation Internet ETF (ARKW C+). Thus far, streaming companies such as Netflix (NFLX) made inroads with consumers by offering content like documentaries, movies, and drama and sitcom series.

Until recently, it was widely believed that live sports were the last frontier for streaming and the primary reason that many subscribers were sticking with linear TV. However, some streaming operators are getting into sports.

“Streaming services like ViacomCBS Inc.‘s Paramount+ and NBCUniversal Media LLC’s Peacock, as well as legacy products like Amazon.com Inc.’s Prime Video, are adding more and more sports content to their services. Analysts stand divided on just how sharply this trend will impact subscriber numbers among traditional pay TV services,” according to S&P Global Market Intelligence.

On that note, ARKW holding Walt Disney (NYSE:DIS) offers coverage because it’s a force in traditional streaming entertainment, but ESPN+ is one of its fastest-growing sports offerings. Additionally, some analysts suggest that sports fans aren’t cord cutting. Thanks to ESPN, Disney can work with that scenario, too.

A recent report by MoffettNathanson and consulting firm Altman Solon indicates that the number of American households identifying as sports fans is on the rise. That’s a plus for traditional networks, but not necessarily insulation from streaming competition.

“Paramount+ and Peacock are streaming simulcasts of NFL games on CBS (US) and NBC (US), Amazon’s Prime Video will be the first digital player to have an exclusive package with the circuit’s ‘Thursday Night Football’ package, kicking off with the 2022-23 season,” notes S&P Global.

One element working in favor of both standard sports broadcasts and streaming equivalents is the expansion of regulated sports betting in the U.S. Betters are more likely to watch a game that they have money on than a casual fan who isn’t invested.

ARKW has some leverage to that theme as well by featuring a combined weight of more than 4% to DraftKings (DKNG) and sports betting data provider Genius Sports (NYSE:GENI).

Something for ARKW investors to watch for is whether or not streaming companies can solve latency issues — delays between live action and what’s delivered to viewers. If that happens, it could open a vast in-game betting market, potentially benefiting DraftKings and Genius Sports along the way.

For more news, information, and strategy, visit the Disruptive Technology Channel.

Loading Articles...
Our Sites
  • VettaFi
  • Advisor Perspectives
  • ETF Trends
Tools
  • ETF Screener
  • Mutual Fund to ETF Converter
  • Head-To-Head ETF Comparison
  • ETF Country Exposure Tool
  • ETF Stock Exposure Tool
  • ETF Database Pro
More Tools
  • Financial Advisor & RIA Center
Explore ETFs
  • ETF News
  • ETF Category Reports
  • Premium Articles
  • Alphabetical Listing of ETFs
  • Browse ETFs by ETF Database Category
  • Browse ETFs by Index
  • Browse ETFs by Issuer
  • Compare ETFs
Information
  • Contact Us
  • Terms of Use and Privacy Policy
  • © 2025 VettaFi LLC. All rights reserved.

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

}
X