
Strategic Intelligence: Music, Film, and TV Sector Scorecard Q2 2025 Update
Description
Strategic Intelligence: Music, Film, and TV Sector Scorecard Q2 2025 Update
Summary
US tariffs, announced in April 2025, will squeeze music, film, and TV companies by increasing import costs for production equipment and consumer electronics. It will lead to a decline in studio margins and reduce viewer demand. The proposed 100% levy on non-US films could cost thousands of jobs and strain cross-regional co-productions. Streaming services are exempt from direct tariffs, but the broader economic strain and reduced advertising budgets will impact their ad and content strategies.
Co-exclusivity is an emerging trend in the film and TV industry, reflecting a strategic shift toward flexibility and shared audience reach in an increasingly fragmented content landscape. Traditionally, exclusivity was a prized asset that streamers and broadcasters vied for sole rights to high-profile titles. However, investor pressure for profitability and evolving viewer habits have prompted a more collaborative approach. Film and TV studios and streaming platforms are embracing co-exclusive licensing, where multiple distributors share rights to the same content, often within the same release window.
Scope
Summary
US tariffs, announced in April 2025, will squeeze music, film, and TV companies by increasing import costs for production equipment and consumer electronics. It will lead to a decline in studio margins and reduce viewer demand. The proposed 100% levy on non-US films could cost thousands of jobs and strain cross-regional co-productions. Streaming services are exempt from direct tariffs, but the broader economic strain and reduced advertising budgets will impact their ad and content strategies.
Co-exclusivity is an emerging trend in the film and TV industry, reflecting a strategic shift toward flexibility and shared audience reach in an increasingly fragmented content landscape. Traditionally, exclusivity was a prized asset that streamers and broadcasters vied for sole rights to high-profile titles. However, investor pressure for profitability and evolving viewer habits have prompted a more collaborative approach. Film and TV studios and streaming platforms are embracing co-exclusive licensing, where multiple distributors share rights to the same content, often within the same release window.
Scope
- 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.
- GlobalData has 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.
- First, we identify the top 10 themes transforming a sector across four categories (tech, macro, industry, and ESG). We also rank themes in order of priority by examining activity levels across 200 million alternative data signals, including patents, jobs, deals, filings, social media, and news.
- Second, we research each theme in detail, examining the value chain, key players, and trends. Additionally, we examine the impact of each theme across the 20 industries we cover. Our 200 million signals help identify the leading adopters of a theme in each sector.
- Finally, using our sector scorecards, we rank the companies most likely to succeed in a sector over the next five years.
Table of Contents
12 Pages
- Executive Summary
- Top Themes for 2025
- Sector Scorecard: Music, Film, and TV
- Thematic Research Methodology
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