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Podcast

Screen Kings: Who’s Winning in Streaming and Advertising?

November 16, 2021

Portfolio Analyst Erica Furfaro and Portfolio Manager Mike Kagan assess the dominance of Netflix in the streaming industry and how other media companies are utilizing streaming for growth. They also provide an overview of the opportunities and privacy challenges facing the leadership names in digital advertising. 

Erica Furfaro

Senior Portfolio Analyst
16 Years experience
2 Years at ClearBridge

Michael Kagan

Portfolio Manager
36 Years experience
27 Years at ClearBridge

Jeffrey Schulze, CFA

Investment Strategist
16 Years experience
7 Years at ClearBridge

Related Perspectives

  • Past performance is no guarantee of future results.

  • All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC  nor its information providers are responsible for any damages or losses arising from any use of this information.