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Introduction

TV and video distribution is likely to be dominated by a handful of global players that will include Google, Netflix, and Amazon. Transactions being driven by AT&T, Disney, and Comcast are designed to ensure that they will be best-positioned to join the digital giants at the top table of entertainment distribution.

Highlights

  • There is a limited window of opportunity: the next five years are critical, and whichever supersized entities execute most effectively across the most markets will preserve their positioning and potentially reshape the market in their favor, and at the expense of the FANGs.
  • FANG market share of the two key growth stories in video distribution – OTT subscription and digital video advertising – is very high and actually increases when isolating mobile. The supersized companies will look to compete more effectively in these revenue pools.
  • Netflix and Amazon invest in content for one (huge) audience with a focus on scripted shows; to compete effectively, the supersizers have to be able to invest against a comparable scale of audience; otherwise, Netflix and Amazon will always be able to outbid them.

Features and Benefits

  • Evaluates the post-transaction revenue generation, competitiveness, and content spending of the supersized companies across pay TV, commercial broadcast, OTT subscriptions, and OTT AVOD.
  • Assesses the prospects of shifting distribution to D2C video platforms for the supersized service providers.

Key questions answered

  • Which companies can spend the most on content?
  • In which businesses are the supersized companies strong, and where must investments be made in order to be competitive against native digital platforms?

Table of contents

Summary

  • Introduction
  • Download 1: Supersized TV and OTT Video Strategies