According to Box Office Mojo, just seven firms accounted for
approximately 90 percent of movie ticket sales during the five-year period
between 2013 and 2017. This is despite releasing
less than a quarter of the movies in each year.
If Comcast or Disney are successful in acquiring the film studio of 20th
Century Fox, the combined market share will be approximately 30 percent. These content creation assets are so important
to later distribution on the small screens of television, tablets, game
consoles, and mobile devices AND to cross-selling and merchandising. Let's call them "must-haves"!
So, what should the losing bidder do? With Time Warner off the market because of
the AT&T acquisition last week, Sony, Lionsgate, and Viacom become the
possible partnership targets. Lionsgate
is particularly attractive with its library of 16,000 film and TV titles and
its Starz cable/satellite network. Lionsgate
could also be attractive to Apple and Facebook who look to quickly scale content
ownership. (Note: In 2017, Netflix and
Amazon spent $6.3 billion and $4.5 billion on original content,
respectively. By contrast, Apple and
Facebook ONLY spent $1 billion.)
|
Firm
|
Market Share
|
|||||
|
2017
|
2016
|
2015
|
2014
|
2013
|
Avg. 2013-2017
|
|
|
Disney
|
21.8
|
26.3
|
19.8
|
14.9
|
14.9
|
19.5
|
|
Time Warner (WB/New Line)
|
18.4
|
16.7
|
16.9
|
18.8
|
21.3
|
18.4
|
|
NBC/Universal
|
15.0
|
14.1
|
22.3
|
11.4
|
13.3
|
15.2
|
|
News Corporation (Fox)
|
12.9
|
13.3
|
12.4
|
17.9
|
10.2
|
13.3
|
|
Sony
|
9.8
|
8.3
|
8.9
|
12.0
|
10.6
|
9.9
|
|
Lionsgate
|
8.0
|
5.8
|
5.9
|
6.8
|
9.3
|
7.2
|
|
Viacom (Paramount)
|
4.8
|
7.7
|
5.9
|
9.7
|
8.4
|
7.3
|
|
% of Box Office
|
90.7
|
92.2
|
92.1
|
91.5
|
88.0
|
90.9
|
|
If Disney/Fox
|
34.7
|
39.6
|
32.2
|
32.8
|
25.1
|
32.9
|
|
If Comcast/Fox
|
27.9
|
27.4
|
34.7
|
29.3
|
23.5
|
28.6
|
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