Tuesday, May 28, 2019

More Speculation about Media Industry Consolidation


Talk and more talk has led to speculation on how the entertainment industry will further consolidate to result in fewer market participants creating and distributing content viewed on big and small screens alike.  The latest chatter is centered on the potential sale of Lions Gate’s Starz assets (purchased just 2 years ago) to CBS, and then the potential combination of Lions Gate’s remaining assets with MGM.  If CBS also purchases Viacom, its video library and scale expand significantly.  It begs the question…is MGM right for Lions Gate?  Might Lions Gate “do better” in the long run with Sony/Columbia or even NBC/Universal if either company had the means and interest to make a deal? I think so….but that is just more speculation!

Major Studio
Market Share
2019 YTD
2018
2017
2016
2015
2014
Avg. 2014-2018
Disney (Buena Vista)
34.2
26.0
21.8
26.3
19.8
14.9
21.8
20th Century Fox
4.7
10.3
12.9
13.3
11.3
17.9
13.1
Time Warner (WB/New Line)
15.7
16.3
18.4
16.7
16.8
18.8
17.4
NBC/Universal
14.2
14.9
13.8
12.4
21.3
10.3
14.5
Sony/Columbia
6.0
11.3
9.8
8.3
8.9
12.0
10.1
Lionsgate
6.5
3.3
8.0
5.8
5.9
6.8
6.0
Viacom (Paramount)
5.2
6.4
4.8
7.7
5.9
9.7
6.9
% of Box Office
86.5
88.5
89.5
90.5
89.9
90.4
89.8


https://www.boxofficemojo.com/studio/?view=majorstudio&view2=yearly&yr=2019&p=.htm

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