Music, Film, and TV Sector Scorecard – Thematic Research

As TV moves rapidly from scheduled programming to on-demand viewing, a fierce battle is raging in the media sector over who controls the customer relationship: content owners, TV broadcasters, or the tech titans. Music and video streaming services will strive to improve customer experience by using consumer data collected from cross-platform measurement systems. These platforms are increasingly using artificial intelligence (AI) to improve recommendation engines and to make ads more personalized and targeted. Advertisers are also trying to engage the younger generation by investing in short video apps. The media sector should be prepared for the impact of tighter copyright regulation, which will likely involve high compliance costs. Tax reform plans will come into place in 2020 designed to limit tax avoidance by large internet ecosystems.

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 identify the leading and lagging companies.

It includes a theme map that shows the 50 biggest themes driving growth in the music, film, and TV sector.

It explains how some of the largest listed players in the sector have performed over the last three years.

It looks at major technology and macro-economic trends impacting music, film, and TV companies.

Key Highlights

This report provides information on key themes that will impact the music, film, and TV sector over the next two years, including internet TV, AI, short video apps, VR, AR, music streaming, and blockchain.

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, and TV sector scorecard provides a top-down, comprehensive outlook for the key players in the industry over the next two years, based on the key themes set to transform their market.

Companies mentioned

Apple

Alphabet

Amazon

AT&T

Walt Disney

Comcast

Netflix

Sony

Naspers

Vivendi

Sirius XM Radio

Spotify

Tencent Music

Discovery

CBS

Live Nation

IQiyi

Viacom

RTL

ITV

Grupo Televisa

Nexstar

Zee Entertainment

Entertainment One

Mediaset

Nippon TV

Tegna

ProSiebenSat.1

Fuji Media

Sun TV Network

M6-Metropole TV

AMC Networks

Lions Gate Entertainment

TV Francaise (T.F.1)

Atresmedia

Television Broadcasts

Modern Times Group

Network 18 Media

Technicolor

ABS CBN Broadcasting

ByteDance

Table of Contents

INTRODUCTION 3

Theme map 3

Sector performance 4

Company performance 4

TRENDS 5

Technology trends 5

Macroeconomic trends 9

Regulatory trends 9

SECTOR SCORECARD: MUSIC, FILM, AND TV 10

Who’s who 10

Thematic screen 11

Valuation screen 12

Risk screen 13

APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY 14

    Pricing

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