Exclusive extracts from this 67-page-long report:
- Who are the key players?
The global entertainment industry remains largely dominated by U.S. players, both in filmed entertainment with companies such as The Walt Disney Company, Warner, Comcast, Viacom, or Netflix, as well as in recorded music with companies such as Universal Music and Warner music. Mirroring the United States' importance as a main producer and exporter of entertainment content, but also the world's largest entertainment market, these companies together concentrate majority shares of their respective market segments. [...]
Groups analysed in this report include: The Walt Disney Company, Warner Media, 21st Century Fox, Comcast, Sony Corporation, CBS Corporation, Viacom, Vivendi, Netflix and Warner Music Group.
- What are the players' strategies?
Leading entertainment companies are primarily racing for platform leadership to bank on rising global demand for non-linear media offers. Major entertainment companies have all been working to launch their own streaming services while also boosting their portfolios of exclusive content through increased spending on new productions and acquisitions. Warner's efforts for instance revolved around expanding the international reach of HBO now, the streaming service of its premium TV channel HBO. Disney meanwhile significantly increased the number of planned productions for the coming years after completing several high-profile acquisitions of movie studios and popular franchises in recent years. More recently, it also launched Disney+, its first streaming service that will be the exclusive distribution platform for Disney-owned franchises and productions. […]
- What are the players' key growth and profitability drivers?
Excluding Netflix's remarkable growth in recent years (+28% per year on average) that was mostly the result of its first-mover advantage in online streaming, The Walt Disney Company has been among the world's best-performing entertainment companies owing to strong box-office and home entertainment sales as well its wide range of related activities (merchandising, theme parks, licences etc.). [...]