Music, Film, and TV Sector Scorecard Q1 2024 Update - Thematic Intelligence

Amazon retains its lead on the thematic screen of the publisher's music, film, and TV sector scorecard. Since the last quarter, Tencent has fallen from second position to fifth as Netflix, Disney, and Apple climbed to second, third, and fourth places, respectively.

The video streaming theme is witnessing intense competition as companies aim to increase audience share and profitability. In Q1 2024, Disney merged its Star India service with Reliance-owned Viacom18 in a deal worth $8.5 billion. The new entity will boast a wide range of content, spanning films and TV shows, news, and sports (especially cricket) content. It will also be a prime beneficiary in India’s internet advertising market. In November 2023, Disney took full control of Hulu by acquiring Comcast's 33% stake for $8.6 billion, strengthening its position in the US.

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 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 180 million data items across six alternative data sets-patents, jobs, deals, filings, social media, 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.