Streamers vs. broadcasters
Streaming is the most disruptive force in video media. Globally, streamed video services continue to grow, led by the US majors, apparently at the expense of non-streamed and advertising-dependent broadcasters.Recent trading announcements by leading streamers and leading UK broadcasters point in two directions: streaming growth in the North American market is slowing, according to figures from Netflix and Disney, while UK public service broadcasters (PSBs) reported a strong advertising recovery in 3Q21. Both trends were influenced by the pandemic, which slowed the production of new content – this is unwinding and points to a healthy 4Q21. Similarly, leading UK PSBs expect a strong 4Q, with advertising at record levels.
Other trends are at work, however. Content spending is forecast to grow strongly, boosted by the arrival of new streamers, while Netflix and Disney continue to increase their content budgets. Investors are looking at the increased competition, rising content spend and expanding investment in new studio capacity and worry about longer-term streaming profitability.
ITV is engaged as an integrated producer broadcaster, creates, owns and distributes content on multiple platforms globally. At its Broadcast and Online operations, Co. operates commercial family of channels in the U.K and delivers content through multiple platforms. In addition to linear television broadcast, Co. delivers its content on the ITV Hub, catch up services on pay platforms, and through direct content deals. At its ITV Studios operations, Co. creates and produces international content business, creating and producing programmes and formats that return and travel, namely drama, entertainment and factual entertainment.
Netflix is engaged in subscription streaming entertainment service including TV series, documentaries and feature films across a variety of genres and languages. Members can watch as much as they want, anytime, anywhere, on any internet-connected screen. Members can play, pause and resume watching, without commercials. Additionally, several members in the United States subscribe to the company's DVD-by-mail service. The company improves its streaming content with a focus on a programming mix of content. The company's members can download a selection of titles for offline viewing. The company operates its business as a global operating segment.
Planet Gas is engaged in the acquisition, exploration, development, production and operation of oil, gas, geothermal energy and coal bed methane projects in Australia. Co. undertakes exploration and evaluation activities solely within Australia. Co. holds rights to the following projects in Australia: Cooper Basin conventional and unconventional projects, South Australia; and Sydney and Gunnedah Basin coal seam gas projects, New South Wales.
Walt Disney is an entertainment company. The company's segments are: Media Networks, which includes domestic cable networks, broadcast television network and domestic television stations, and television production and distribution; Parks, Experiences and Products, which includes theme parks and resorts, and consumer products operations; Studio Entertainment, which includes motion picture production and distribution, music production and distribution, and post-production services; and Direct-to-Consumer and International, which includes international television networks and channels, direct-to-consumer streaming services, and other digital content distribution platforms and services.
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