TV Broadcasters - Global Thematic Research
TV Broadcasters - Global Thematic ResearchSummary
Sony launched the first such ‘pure internet TV’ service called Vue, a video streaming service in the US costing $50 per month which included several live TV networks. Whilst Sony Vue itself has failed to take off, it has sparked a race in the technology sector to incorporate live TV programming into video streaming platforms. Netflix is the market leader in subscription video streaming, but it is highly likely that Apple, Google, Sony, Alibaba, Amazon and others may challenge Netflix by striking more deals with the TV networks. As we explain in ‘Internet TV’, this will bring both advertising and pay TV subscription revenues down for TV broadcasters.
In this report, we will look at TV Broadcasters and and the posotion of its market players.
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 Single Theme report, offering in-depth research into a specific theme. It identifies winners and losers based on technology leadership, market position and other factors.
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Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
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