Can Netflix and Amazon be overtaken?

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Competition around the world is ramping up for the OTT leaders from other big tech firms, local specialists, traditional channels and pay-TV operators.

When discussing the OTT business, it’s tempting to characterise it as a global carve up between big spending SVOD streamers Netflix and Amazon Prime.

While the two businesses clearly dominate the US (69% of OTT subscription revenues between them, according to analyst Ovum), the situation is much more complex and nuanced when assessed market by market.

In some territories, for example, there has been pretty effective…

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