#1 ·
I’ve been looking at some of the recent numbers coming out of the big media conglomerates lately, and it feels like we’re entering a weird plateau. For the last decade, it felt like there was an infinite appetite for "more, more, more"—more shows, more streaming budgets, more massive mergers to consolidate power.
But lately, the momentum seems to be stalling. It's not just one company; it feels like the whole industry is hitting a bit of a cooling period. I remember back in the mid-2010s when every single production house was growing at breakneck speed. Now, it feels like everyone is just trying to figure out how to stay upright while the dust settles from all those massive acquisitions.
I wonder if we're seeing a fundamental shift where "bigger" no longer automatically means "better" or even "more profitable." Do you think we're headed for a period of consolidation and contraction, or is this just a temporary hiccup before the next big spending spree?
But lately, the momentum seems to be stalling. It's not just one company; it feels like the whole industry is hitting a bit of a cooling period. I remember back in the mid-2010s when every single production house was growing at breakneck speed. Now, it feels like everyone is just trying to figure out how to stay upright while the dust settles from all those massive acquisitions.
I wonder if we're seeing a fundamental shift where "bigger" no longer automatically means "better" or even "more profitable." Do you think we're headed for a period of consolidation and contraction, or is this just a temporary hiccup before the next big spending spree?