Edition:
United Kingdom

Fitch Says U.S. Media Shakeout May Emerge With Race For Streaming Content


Tuesday, 2 Apr 2019 

April 2 (Reuters) - Fitch::FITCH SAYS U.S. MEDIA SHAKEOUT MAY EMERGE WITH RACE FOR STREAMING CONTENT.FITCH SAYS CONTENT SPENDING SET TO ACCELERATE IN U.S. MEDIA AS COMPETITION IN DTC STREAMING INTENSIFIES & COS VIE FOR "MUST HAVE" PROGRAMMING.FITCH, ON U.S. MEDIA, SAYS MARKET SATURATION IS A RISK DUE TO INCREASING NUMBER OF SUBSCRIPTION VIDEO ON DEMAND (SVOD) OFFERINGS.FITCH SAYS AT SOME POINT, U.S. MEDIA COS WILL RATIONALIZE CONTENT SPENDING, MORE EFFICIENTLY DEPLOY CAPITAL BEHIND MOST RELEVANT INTELLECTUAL PROPERTY.FITCH, ON U.S. MEDIA, SAYS IT VIEWS GENERAL-ENTERTAINMENT CABLE NETWORKS SUCH AS LIFETIME & TNT AS MOST VULNERABLE AS BRAND SEEMS TO HAVE "WEAKENED".FITCH, ON U.S. MEDIA, SAYS IT VIEWS DISNEY AS EVEN BETTER POSITIONED TO MONETIZE ITS CONTENT AFTER ACQUIRING FOX.