Music, Film, and TV Sector Scorecard, Q3 2023 Update - Thematic Intelligence

Since the last quarter, Tencent has jumped from ninth to second position on the thematic screen of the analyst'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.

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.

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 analyst'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 analyst 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.