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SVOD providers, such as Netflix, pose “significant ratings cannibalization risk” to TV nets, according to Bernstein Research analysts. The “balance of power is now shifting firmly in favor of” SVOD providers, they wrote in a research note Fri, calling content companies “addicted to SVOD licensing revenue.” SVOD providers can tell which programs are actually being watched, giving them the ammunition to only license the specific programs they want. Bernstein said that seems to be happening now between Netflix and Viacom. A hint of things to come could be found in kids' programming, where traditional TV ratings have gapped significantly lower in Netflix HHs vs non-Netflix HHs. There's one exception: Cartoon Network, which was the only kids' net not on Netflix up until early this year.

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