I think there's no question there will be consolidation.

But what form it will take remains to be seen.

There may continue to be numerous content producers, but perhaps those content producers will partner with and brand their product under the moniker of a few large distributors/sites/VODs, or simply produce content and sell it outright to larger companies.

Or we might see large players acquiring smaller players in the marketplace and preserving the "branding," as has happened with home appliance manufacturers (there are only 2 or 3 manufacturers of washers and dryers, for example, even though there are dozens of brand names)

Any way we slice it, I believe the market will change significantly. Those companies who are anticipating the change should have no problems. Those that are sticking their heads in the sand, or cling to existing models will probably find themselves having problems.