Reports Entertainment and Fandom

The Great Reaggregation Lockdown, Demand and Consolidation

Tim Mulligan
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           removed the constraints imposed by peak attention, leading to a surge in home-based entertainment consumption and streaming adoption. Fortuitous timing, enforced home working and the end of the commute, tied in with the need to entertain home-bound children, has greatly accelerated direct-to-consumer            adoption. Later adopters have now become familiar with streaming; the next step is to optimise the user experience for consumers exiting traditional pay-TV. The groundswell for this has just begun, and the new            players are well placed to enable this reaggregation process as they move beyond initial post-launch growth.

Companies and brands mentioned in this report: Amazon, Amazon Prime Video, Apple TV+, Comcast, Disney, Disney+, HBO Max, Netflix, Paramount, Paramount+, Peacock, Warner Bros., Warner Media