Partner opportunity for Microsoft Stream

I don't have any insider information but the numbers aren't going to reach critical mass I'd hazard a guess until the Office 365 Video migration is well underway or nearing completion.  The Phase 2 – Tenant Admin Opt-out stage should be kicking off soon, assuming it hasn't already and that will bring an influx of customers onto Microsoft Stream I would assume. This is outlined here though the timeline is still rather fuzzy. 

Office 365 Video will transition to Microsoft Stream

Microsoft Stream has still not reached feature parity with Office 365 Video, so I would gather there is a reasonable portion of customers holding off using Stream until everything comes together. It's worth following developments on the roadmap.