Walt Disney Company

"Netflix killer" is a term we seem to hear every few months.

Every time a new streaming service debuts on an existing or new set-top box, the analysts start talking about the possibility that the upstart could give the king of streaming the ultimate run for its money.

Amazon Prime, Apple TV, CBS All Access – at one time or another, they've all been held up as "the one" to finally dethrone Netflix.

So far, Netflix has subscriber growth issues and rising content costs to worry about, rather than falling to a hungry new content streamer.

But "the one" to knock Netflix down a peg or two may finally be here.

And funnily enough, analysts don't have a clue about this. Maybe they've been burned by their other predictions, but they're not keeping their eye on the ball here.

There's serious cash to be made here, and not just as a long-term investment, either.