Film and TV Sector Scorecard - Global Thematic Research
Film and TV Sector Scorecard - Global Thematic ResearchSummary
The single most important investment theme for the film and TV sectors is internet TV. The catalyst for this theme to take off is the launch of a “pure internet TV†whose operating system – unlike a smart TV – can “see†everything a viewer does on the television. We expect Apple, Google or Roku to launch such a device later in 2015. Its effect will be negative for TV broadcasters, reducing both pay TV subscription revenues and TV advertising revenues. European broadcasters like ProSieben, TF1 and Mediaset are the most exposed.
Content creators like Lions Gate and Time Warner will benefit from a bidding war for content as more technology companies enter the internet TV market
This report looks at scorecard for the filmed entertainment and television broadcasting sectors
Scope
This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engineâ€.
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GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData's “thematic engine†help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Sector Scorecard, which aims to identify overall winners and losers in a sector based on all themes impacting that specific sector. Live scorecards for each of our 18 sectors are available on our client portal
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