Netflix-Starz Split: Who Gains

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As a big streaming content deal ends, these players could benefit.

DreamWorks Animation: CEO Jeffrey Katzenberg reportedly has been trying to end a partnership with HBO that runs through 2014 early in order to strike a more lucrative deal with Netflix. The loss of Starz, which includes Disney and Pixar films, makes Netflix more desperate for DWA's movies, especially given its new Just for Kids section.

Time Warner: Netflix "is morphing into a TV rerun service," says analyst Richard Greenfield, even though Time Warner has been withholding its content, including HBO shows. "Warner Bros. Television should be doubling the amount of their 'ask,' " wrote Greenfield.

Dish Network: The satellite TV provider owns Blockbuster, which runs a DVD and streaming service. If Dish can land Starz and maybe Hulu, then watch out, Netflix, says analyst Tony Wible.

Amazon: The retailer is assaulting Netflix by giving away streaming content to those who subscribe to its Prime discount-shipping service. Amazon is a $98 billion company with $6 billion in cash, making it perhaps the most formidable foe in the streaming war.