Music, Film, & TV Scorecard – Thematic Research
Powered by
All the vital news, analysis, and commentary curated by our industry experts.
As television moves rapidly from scheduled programming to on-demand viewing, a fierce battle is raging in the media sector over who will control the customer relationship: content owners, cable & satellite operators, or the tech titans. In 2019, Apple will enter the TV streaming market in earnest and Netflix’s user base will likely surpass 140 million. This will force further rounds of defensive M&A by the media industry’s incumbents, resulting in a string of copycat deals along the lines of AT&T’s acquisition of Time Warner, Disney’s acquisition of 21st Century Fox’s media assets or Comcast’s bid for Sky. The industry should also be prepared for tighter copyright regulation, with a law on music already approved in the US and a European Union (EU) directive to be voted on in early 2019. If approved, the latter promises to be highly disruptive, due to the high compliance costs involved.
Scope
This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats. Inside, we predict how each theme will evolve and who the leading and lagging companies are.
It includes a theme map that shows the 60 biggest themes driving growth in the tech, media and telecom sectors.
It explains how some of the largest listed players in the sector have performed over the last four years.
It looks at major technology, macro-economic, and regulatory themes impacting media companies.
Key Highlights
Our thematic scoring methodology is designed to identify tomorrow’s leaders rather than today’s incumbents, based on their competitive position in the most important themes impacting their industry.
To do this, we score the top 600 TMT companies against 60 investment themes, creating a database of 36,000 thematic scores – our thematic engine – to help us identify the strongest and weakest players in each sector over the next two years, once all relevant themes have been taken into account.
Reasons to Buy
Companies who invest in the right themes become success stories; those who miss the big themes end up as failures. Corporate executives and investors who want to outperform their competitors need to understand all the themes that impact their sector. However, many of these themes are, by definition, outside of the core competencies of company boardrooms because they typically originate from external industries. This Music, Film, & TV Scorecard provides a top-down, comprehensive outlook for the key players in the music, film, & TV industry over the next two years, based on the key themes set to transform their industry landscape.
ABS CBN broadcasting
Amazon
AMC Networks
AT&T
Atresmedia
CBS
Discovery Communications
Entertainment One
Fuji Media
Grupo Televisa
iQiyi
ITV
Lions Gate Entertainment
Live Nation
M6-Metropole TV
Mediaset
Modern Times Group
Naspers
Netflix
Network 18 Media
Nexstar
Nippon TV
Pandora
ProSiebenSat.1
RTL
Sirius XM Radio
Sony
Spotify
Sun TV Network
Technicolor
Tegna
Television Broadcasts
TV Francaise (T.F.1)
Viacom
Vivendi
Walt Disney
Zee Entertainment
Table of Contents
Frequently asked questions
Get in touch to find out about multi-purchase discounts
reportstore@globaldata.com
Tel +44 20 7947 2745
Every customer’s requirement is unique. With over 220,000 construction projects tracked, we can create a tailored dataset for you based on the types of projects you are looking for. Please get in touch with your specific requirements and we can send you a quote.