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Re: Who will compete with Netflix and Amazon
YouTube Red and Disney are potentially the most likely out of that list. Hulu's content is carried by other operators in the UK and elsewhere, so I suspect that they won't expand beyond the US.
You didn't list HBO, which is another possibility at a future date, once existing contracts with Sky are up. I don't think they will make a lot of headway as a purely pay per view service.
As for Facebook - where is all their original content going to come from? I remain to be convinced that they will succeed in this area for the foreseeable future.
Other services may emerge. The collaboration between BBC, ITV and Channel 4 (commonly referred to as Project Kangaroo 2) would become a force to be reckoned with in this area if it eventually gets off the ground.
I reserve my judgement on Apple for the time being!
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