Yeah - commoditized in this case is the economics definition. Generally speaking, once all the participants in a particular market sector are offering the same

Yeah - commoditized in this case is the economics definition. Generally speaking, once all the participants in a particular market sector are offering the same set of services (or at least, the subset consumers care about), the only area they have to compete on is price - eventually, the price drops to the absolute lowest the service can be offered for. It can still be a viable industry to be in, but it's really not "darling of Wall St" territory.