Music, Film, and TV Sector Scorecard - Thematic Intelligence

Leadership on the thematic screen of the publisher's music, film, and TV sector scorecard is divided between US and Chinese companies. Five out of the top 10 positions are held by Chinese companies (Alibaba Pictures, Tencent Music, iQiyi, Tencent, and Bilibili), but US-based companies (Amazon, Netflix, Apple, and Walt Disney) occupy the top four positions, with Alphabet ranked sixth.

Key Highlights

Amazon, Alphabet, Alibaba, iQiyi, Disney, Netflix, and Tencent are some of the biggest video streamers 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.

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.

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.
• The publisher'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.
• The publisher 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.
• 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.