Disney+ and Apple TV+ started a price war in US streaming, and they now threaten the US TV status quo. Comcast NBCU’s Peacock and AT&T’s HBOMax will launch in 2020 at prices ranging from free to $15/month, but each has a more complicated relationship with the traditional linear TV bundle.

Leading equity analyst Laura Martin will discuss the future of TV in the US, including implications for $70B/year of TV advertising revenue, $90B/year of payments by consumers for TV, winners and losers, and what happens next.