The previous post mentioned "Playthroughs" which to me suggests single player games recorded from start to finish.

I see it being unlikely that they will disrupt traditional "TV" that focuses on stuff like narrative driven dramas or documentaries. I don't see many people wanting to watch a playthrough instead of Game of Thrones or whatever. Maybe a small niche will, but not the mainstream.

In terms of multiplayer game tournaments then yes, perhaps these may be successful in the way that traditional sports broadcasts are.