Music, Film, and TV Sector Scorecard, Q3 2023 Update – Thematic Intelligence
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Since the last quarter, Tencent has jumped from ninth to second position on the thematic screen of GlobalData’s music, film, and TV sector scorecard. The high ranking is due to its strength in themes like video streaming, ecommerce, and social media. While Tencent is on the rise, Apple has slipped one position to fourth despite its score for the internet advertising theme increasing to 5 out of 5 from 4 out of 5. Apple’s advertising revenue is growing steadily, challenging Google and Meta.
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
Amazon, Alphabet, Alibaba, iQiyi, Disney, Netflix, and Tencent are some of the biggest video streamers globally and spend heavily on content creation. For instance, Netflix will reportedly spend $17 billion on original content in 2023. But most streaming platforms run at a loss. The streamers' success is no longer guaranteed as the industry’s business model is broken. This means expensive content is not a determinant of subscriber growth. As streaming services lose their luster, the industry will see significant consolidation.
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.
At GlobalData, we have 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.
Our thematic engine tags over 145 million data items across five alternative data sets—patents, jobs, deals, filings, and news—to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.
Alphabet
Amazon
AMC Entertainment
AMC Networks
Apple
Atresmedia
Bilibili
ByteDance
Cineworld
Comcast
Fuji Media
Grupo Televisa
iQiyi
ITV
Lionsgate
Live Nation
M6-Metropole TV
Mediaset
Meta
Naspers
Netflix
Network 18 Media
Nexstar
Nippon TV
Paramount Global
ProSiebenSat.1
Rakuten
RTL
Sirius XM Radio
Snap
Sony
Spotify
Sun TV Network
Tegna
Television Broadcasts
Tencent
Tencent Music
TF1
Universal Music
Vantiva
Viaplay
Vivendi
Walt Disney
Warner Bros. Discovery
Warner Music
Zee Entertainment
Table of Contents
Frequently asked questions
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