COVID-19 Impact on Music, Film, and TV – Thematic Research

The COVID-19 outbreak has now spread across the world, leaving a trail of destruction in its wake. This report discusses the impact of the virus on leading companies in the music, film, and TV sector.

Scope

This report analyzes the impact of COVID-19 on the global music, film, and TV sector.

It identifies those companies that may benefit from the impact of COVID-19 over a 12-month period, as well as those companies that will lose out.

It includes a thematic screen, that ranks the leading companies in this sector on the basis of overall leadership in the 10 themes that matter most to their industry, including COVID-19. This generates a leading indicator of future performance.

Key Highlights

COVID-19 has led to a dramatic decline in TV advertising revenues as the big advertisers cut back their TV budgets. At the same time, many live TV programs – including audience-based talk shows and live sporting events – have been cancelled. Both trends will hit TV broadcasters’ profits.

Social distancing has forced film studios and cinemas to close indefinitely. Also, major releases planned for 2020 have been delayed, including the new James Bond film and the latest installment of the Fast & Furious franchise.

Reasons to buy

COVID-19 is by far the most significant theme to affect the technology industry in 2020. It is effectively a stress test on companies’ ability to cope with extreme shocks. COVID-19 will test the financial robustness of companies. Many companies will not survive this initial phase. Almost all others will suffer a significant drop in revenues. This report will help you understand the impact of COVID-19 on the music, film, and TV sector and identify which types of companies could potentially benefit from the impact of COVID-19, as well as those businesses that are set to lose out.

Companies mentioned

Amazon

Netflix

iQiyi

Alphabet

Tencent

Alibaba

Tencent Music

Rakuten

ByteDance

Walt Disney

Naspers

Spotify

Apple

AT&T

Comcast

Zee Entertainment

Quibi

Technicolor

Sony

ITV

Lions Gate Entertainment

Sun TV Network

Network 18 Media

Nexstar

Vivendi

Entertainment One

Discovery

Grupo Televisa

Nippon TV

Tegna

RTL

AMC Networks

Atresmedia

Fuji Media

Sirius XM Radio

ProSiebenSat.1

Television Broadcasts

Live Nation

TV Francaise (T.F.1)

Modern Times Group

Mediaset

M6-Metropole TV

ABS CBN broadcasting

Cineworld

Table of Contents

COVID-19 is Now a Major Theme for 2020

COVID-19 Impact on Music, Film, and TV

Music, Film, and TV Sector Scorecard

Thematic Briefing

Appendix: Our Thematic Research Methodology

    Pricing

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