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音楽・映画・TVのスコアカード:テーマ別分析

Music, Film, & TV Scorecard - Thematic Research

発行 GlobalData 商品コード 765965
出版日 ページ情報 英文 17 Pages
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音楽・映画・TVのスコアカード:テーマ別分析 Music, Film, & TV Scorecard - Thematic Research
出版日: 2018年12月07日 ページ情報: 英文 17 Pages
概要

当レポートでは、世界の映画・音楽・テレビ市場の主要企業 (全60社) に焦点を当て、部門別・企業別の業績動向を調査すると共に、各企業の技術開発水準や活動状況、各種リスクへの対応状況、マクロ経済・技術開発・規制制定などの要因による影響などを比較分析しております。

イントロダクション

  • テーマ一覧
  • 部門別の業績動向
  • 企業別の業績動向

テーマ

  • 技術テーマ
  • マクロ経済テーマ
  • 規制テーマ

市場スコアカード:映画・音楽・テレビ企業

  • 企業概略
  • テーマ別評価一覧
  • 業績指標の評価一覧
  • リスク評価一覧

付録:分析手法

目次
Product Code: GDTMT-TR-R198

As television moves rapidly from scheduled programming to on-demand viewing, a fierce battle is raging in the media sector over who will control the customer relationship: content owners, cable & satellite operators, or the tech titans. In 2019, Apple will enter the TV streaming market in earnest and Netflix's user base will likely surpass 140 million. This will force further rounds of defensive M&A by the media industry's incumbents, resulting in a string of copycat deals along the lines of AT&T's acquisition of Time Warner, Disney's acquisition of 21st Century Fox's media assets or Comcast's bid for Sky. The industry should also be prepared for tighter copyright regulation, with a law on music already approved in the US and a European Union (EU) directive to be voted on in early 2019. If approved, the latter promises to be highly disruptive, due to the high compliance costs involved.

Our thematic scoring methodology is designed to identify tomorrow's leaders rather than today's incumbents, based on their competitive position in the most important themes impacting their industry.

To do this, we score the top 600 TMT companies against 60 investment themes, creating a database of 36,000 thematic scores - our thematic engine - to help us identify the strongest and weakest players in each sector over the next two years, once all relevant themes have been taken into account.

Scope

  • This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats. Inside, we predict how each theme will evolve and who the leading and lagging companies are.
  • It includes a theme map that shows the 60 biggest themes driving growth in the tech, media and telecom sectors.
  • It explains how some of the largest listed players in the sector have performed over the last four years.
  • It looks at major technology, macro-economic, and regulatory themes impacting media companies.

Reasons to buy

  • Companies who invest in the right themes become success stories; those who miss the big themes end up as failures.
  • Corporate executives and investors who want to outperform their competitors need to understand all the themes that impact their sector.
  • However, many of these themes are, by definition, outside of the core competencies of company boardrooms because they typically originate from external industries.
  • This Music, Film, & TV Scorecard provides a top-down, comprehensive outlook for the key players in the music, film, & TV industry over the next two years, based on the key themes set to transform their industry landscape.

Table of Contents

  • INTRODUCTION 3
  • Theme map 3
  • Sector performance 4
  • Company performance 4
  • THEMES 5
  • Technology themes 5
  • Macro-economic themes 9
  • Regulatory themes 10
  • SECTOR SCORECARD: MUSIC, FILM & TELEVISION 12
  • Who's who 12
  • Thematic screen 13
  • Valuation screen 14
  • Risk screen 15
  • APPENDIX: OUR "THEMATIC" RESEARCH METHODOLOGY 16
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