Megamergers of traditional media companies and unprecedented competitive pressure from scaled, multinational digital platforms, namely Facebook, Amazon, Netflix, and Google (FANG), are rapidly reshaping the entertainment industry.
- Skinny bundles will solve pay TV's problems with subscriber growth, but ARPU and revenues will suffer.
- Ongoing TMT megamergers will concentrate content spending across fewer platforms, owned by a handful of global giants.
- Alliances to jointly launch and operate OTT platforms will help broadcasters compete more effectively for AVOD market share.
Features and Benefits
- Analyzes the impact of media megamergers on the competitive landscape.
- Assesses prospects of broadcaster-led initiatives to create OTT platforms aggregating content from multiple broadcasters.
Key questions answered
- How much will the supersized media companies emerging from the current wave of M&A be able to spend on content?
- Will skinny bundle growth compensate for declines in traditional pay-TV revenues and subscriptions?
Table of contents
Recommendations for service providers and platforms
Recommendations for content providers
Recommendations for technology vendors
Skinny bundles will offset challenges to pay-TV subscriptions, but not to revenue
Survival amid pressure on pricing and from D2C launches
The implications for premium visual entertainment distribution
Supersizing content investment
Most of the world's Anglophone content will be created by a handful of gargantuan companies
The shift to owned-and-operated D2C video platforms
FANG competition drives broadcasters to cooperate to compete
Broadcasters acknowledge that going it alone with OTT video isn't working