It appears that Netflix has just won a majority government in the USA. 51% of USA households now have Netflix and have used it to watch moveis and TV shows over the past 12 months. This is a huge milestone for the company and the big news here is that Netflix actually garnered more traffic in October than YouTube. Amazon, Hulu and HBO Go are all listed in the mix, but Netflix is the winner here. I never thought that it would take over YouTube, but it has - at least for the time being. It will be a close race going forward.
The survey results raise the question of what exactly people are watching on YouTube—or at least think they’re watching. The site, which is mostly free, is full of shorter, native content, rather than full movies and TV shows that Netflix subscribers get. In short, they have very different value propositions.