Music, Film, and TV Sector Scorecard: Strategic Intelligence, Q3 2025 Update
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In Q3 2025, film and TV companies accelerated restructuring efforts to adapt to streaming dominance, rising content costs, and artificial intelligence (AI) disruption. Comcast and Warner Bros. Discovery (WBD) led the charge with strategic splits. Meanwhile, Comcast spun off NBCUniversal’s cable networks, including CNBC, MSNBC, and SYFY, into a public company called Versant. Streaming and studios (e.g., Peacock, Universal Pictures) remain under Comcast’s media division. Likewise, WBD plans to split streaming (e.g, HBO Max, HBO, Warner Bros. Pictures, DC Studios) and linear networks (CNN, Discovery, Cartoon Network) by mid-2026. These moves reflect the collapse of traditional TV economics and a strategic pivot toward direct-to-consumer models, pioneered by Netflix.
Scope
This sector scorecard provides a top-down, comprehensive outlook for the key players in the music, film, and TV sector over the next two years, based on the key themes set to transform their industry landscape.
Key Highlights
The music industry is shifting from mass distribution to niche monetization, powered by AI, superfans, and platform agility. Spotify is shifting from flat royalties to engagement-based payouts, rewarding artists who drive deeper fan interaction. In addition, Spotify and Apple Music are lifting subscription prices without risking user churn. Traditional labels like Warner Music and Universal Music are restructuring not by breaking up, but by deepening direct licensing deals, artist-centric royalty models, and deeper integration with streaming platforms. This signals a shift toward platform partnerships, creator-first economics, and scalability, all essentials in the streaming era.
Reasons to Buy
Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
GlobalData's thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition and secure that all-important competitive advantage.
GlobalData has developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.
First, we identify the top 10 themes transforming a sector across four categories (tech, macro, industry, and ESG). We also rank themes in order of priority by examining activity levels across 200 million alternative data signals, including patents, jobs, deals, filings, social media, and news.
Second, we research each theme in detail, examining the value chain, key players, and trends. Additionally, we examine the impact of each theme across the 20 industries we cover. Our 200 million signals help identify the leading adopters of a theme in each sector.
Finally, using our sector scorecards, we rank the companies most likely to succeed in a sector over the next five years.
Alphabet
Amazon
AMC Entertainment
AMC Networks
Apple
Atresmedia
Bilibili
ByteDance
Cineworld
Comcast
Fuji Media
Grupo Televisa
iQiyi
ITV
Lionsgate
Live Nation
M6-Metropole TV
MediaForEurope
Meta
Naspers
Netflix
Network 18 Media
Nexstar
Nippon TV
Paramount Skydance
ProSiebenSat.1
Rakuten
RTL
Sirius XM Radio
Snap
Sony
Spotify
Sun TV Network
Tegna
Television Broadcasts
Tencent
TF1
Universal Music
Vantiva
Viaplay
Vivendi
Walt Disney
Warner Bros. Discovery
Warner Music
X (formerly Twitter)
Zee Entertainment
Table of Contents
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