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The industry has realized that Content is a depreciating asset (a movie released last year is worth 80% less this year).

The Winner: Hybrid. Amazon’s Reacher strategy: License to linear TV (MGM), stream on Prime, sell on Amazon Video. Three revenue streams from one asset.

For years, the subscription model was the holy grail of entertainment and media content. Predictable recurring revenue (SaaS) seemed superior to volatile ad sales. But we have now hit "Subscription Fatigue." LegalPorno.24.07.14.Vitoria.Beatriz.GIO2856.XXX...

The average consumer cannot afford Netflix, Hulu, Max, Peacock, Paramount+, Apple TV+, Amazon Prime, Disney+, and Discovery+. As a result, we are seeing a massive shift back to AVOD (Advertising-Based Video on Demand) and FAST (Free Ad-Supported Television).

Consumers are voting with their wallets. They would rather watch ads on a free tier than pay for twenty different platforms. This is forcing media giants to consolidate (e.g., the Disney/Fox/WBD sports joint venture) or risk being dropped from the monthly budget. The industry has realized that Content is a

No discussion of entertainment and media content in 2024/2025 is complete without addressing Artificial Intelligence. AI is not just a tool; it is a co-pilot.

However, the industry is grappling with the ethics of AI. The 2023 WGA and SAG-AFTRA strikes were, in large part, a fight about the future of AI in entertainment and media content. Will actors’ likenesses be used forever without consent? Will studios replace staff writers with language models? The legal and moral frameworks are still being written. The Winner: Hybrid

Trend: The primary screen.

Trend: The content flywheel.