D2C 2020 Media, Tech and Communications Majors Go Head to Head
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The 20,000 Foot View: The current division between the new video entrants of has revealed a strategic split between those that are leveraging established distribution advantages versus those focused on monetising existing content assets. The current market distortions wrought by the ongoing epidemic have placed power firmly in the hands of services able to leverage zeitgeisty originals combined with libraries of proven content and brand assets. Media majors and the subsidiaries of communications majors are currently best placed to capitalise in the streaming transition.
Key Insights
-
lockdowns have created an additional entertainment time for of global consumers
of US consumers and UK consumers watched more TV during March 2020
- Owning the without controlling the downstream has an existential issue for the majors
- In a market, known content equity is heightened value for demonstrating value money
- Media majors uniquely able to leverage group to offset production and licensing
- Communications majors acquired dominant access to TV
- Netflix and forcible reshaping of TV is driven, rather than industry driven
- Fandom bases media major engagement while network drive engagement for tech and majors
- The tech are going up against equally adversaries in the communications majors
- The tech and the communications majors can their hegemonic positions to generate facto taxes to fund strategy
- Communications majors the edge over the media the tech majors through ownership subsidiary media majors
NOTES: MIDiA defines majors as follows:
- Media majors: of revenues derived from media
- Communications majors: of revenues derived from communication
- Tech majors: of revenues derived from tech
Companies and Products Mentioned: Century Fox, Alphabet, Amazon, Amazon Prime Video, Apple TV+, AT&T Blue Bloods, Comcast, CBS All Access, Chicago Fire, Chicago P.D, Criminal Minds, Disney, Disney +, Friends, HBO Now, HBO Max, Hotstar, Hulu, NBCUniversal, Netflix, NCIS, Game of Thrones, Peacock, Star, Stranger Things, , Time Warner, The Big Bang Theory, The Office, The Voice, The Walking Dead, The Witcher, ViacomCBS, Warner Media YouTube, YouTube Premium