Thematic Intelligence: Music, Film, and TV Sector Scorecard Q2 2024 Update

Thematic Intelligence: Music, Film, and TV Sector Scorecard Q2 2024 Update

Summary

The biggest themes in the music, film, and TV sector include content creation (film), video streaming, and artificial intelligence (AI)-with weightings of 20%, 20%, and 15%, respectively. While most companies focus on content creation and video streaming, AI remains a huge area of interest. Tech giants, from both the US and China, are investing in AI, while traditional music, film, and TV companies are significantly behind in the race.

Key Highlights

• Since last quarter, TF1 has moved up the scorecard from 28th to 20th place, thanks to its enhanced focus on the AI and mobile themes. TF1 is using AI to improve its recommendation engine, user experience, content production, and management among other areas. Its Moments Lab’s AI models help in efficient content indexing, tag generation, and content summary creation. In terms of the mobile theme, Bouygues Telecom, a sister subsidiary, works with TF1 to optimize content for mobile audiences.
• A cookieless future is imminent, and streamers must find ways to collect first-party user data to create their marketing roadmaps. Connected TV (CTV) ads target viewers of video streaming platforms, based on their unique interests. Netflix, Apple, and Amazon are expanding their ad capabilities, with Disney adding shoppable ads, social extensions, and gamification to platforms like Disney+, Hulu, and ESPN. Meanwhile, adtech firms are refining CTV targeting and measurement tools. For instance, the Trade Desk's Unified ID spans channels, and SpotX offers a programmatic CTV platform for precise ad placement. These advances cater to digital-first viewers, reshaping advertising strategies in the evolving CTV landscape.

• This sector scorecard provides a top-down, comprehensive outlook for the key players in the music, film, and TV sector over the next two years, based on the key themes set to transform their industry landscape.

• Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
• GlobalData’s thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition, and secure that all-important competitive advantage.
• At GlobalData, we have developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.
• Our thematic engine tags over 180 million data items across six alternative data sets-patents, jobs, deals, filings, social media, and news-to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.