Firm Sees Netflix (NFLX) Being Acquired, Wearables Falling Flat in FY15 and Beyond (GPRO) (GOOG)
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CCS Insight offered a slew on unique predictions for 2015.
In part, CCS sees Google (Nasdaq: GOOG) (or another major web player) acquiring Netflix (Nasdaq: NFLX) and Vodafone acquiring Sky. Given that Google's YouTube has been moving more towards a subscription model as of late, the ides might not be too far fetched, although it's unlikely that Netflix CEO Reed Hastings is looking to sell at this point.
CCS also commented, All Web players are looking for a stronger presence in paid-for video, something Netflix has achieved with remarkable success… Yahoo, Alibaba and Google are potential suitors.
Notably, CCS said last year that Twitter (NYSE: TWTR) would move to acquire Snapchat, while DISH Networks (Nasdaq: DISH) was expected to acquire T-Mobile USA (NYSE: TMUS).
The following are CCS Insight's Top 10 predictions for 2015 and beyond:
1. The consumer 3D printing bubble bursts.
2. Google buys GoPro (Nasdaq: GPRO).
3. Despite Apple’s (Nasdaq: AAPL) entrance, wearables remain a highly fragmented market until at least 2017.
4. Internet acquisitions will occur at multiples higher than WhatsApp’s.
5. European regulators become more sympathetic to mobile operators.
6. Western companies acquire internet players in the East during 2015.
7. A major Web player buys Netflix in 2015.
8. Google introduces a subscription-based video streaming service in 2015.
9. Vodafone acquires Sky in 2015.
10. Passwords as we know them become obsolete by the end of 2018.
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