US content distribution: Studios go direct to consumer

Report Overview

US content distribution: Studios go direct to consumer

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US content distribution: Studios go direct to consumer

Contents

Summary

IP drives Hollywood

Cinema consolidates around ‘sure-things’

Peak TV: driven by the need for scale and desperation

Variability of content spend and quality

Where does quality live on TV?

US content underwhelms in the UK

UK TV needs foreign investment, but $ means control

North American cinema was in decline before COVID

How can the studios hope to replace cinema revenues?

Replacing US cinema at different levels of impairment

Wall Street rewards aggressive DTC narrative

The would-be digital transition model

Disney M&A timeline: Outfoxing Murdoch

Disney’s Hollywood supremacy

Disney content migrating from legacy to digital brands

Disney+ take off helped by bundles

The pandemic has accelerated Disney’s pivot

AT&T’s wobbly vertical integration

HBO Max’s uncertain European future

HBO Max’s uplift has been weak, as AT&T look for growth

ViacomCBS from legacy to digital

ViaComCBS: Late and subscale

NBCUniversal brands have homes in Peacock and Sky

Comcast transitions to aggregation

The building up of bundles

Aggregation is key to Europe’s digital future

   

List of charts/tables