Whether watching television, shopping or driving in the car, today’s consumers want to control exactly when, where and how they receive content, information, goods and services.
These three themes capitalize on this long-term, secular trend:
1. High quality content creation and delivery
Out of the 118 million households in the US, 98 million are pay-TV subscribers. Last year, the US pay-TV industry lost 500,000 of these subscribers (a 0.5% decline), setting off concerns about cord-cutting and the demise of the pay-TV system. Based on the secular trend of ‘go-anywhere’ content consumption and delivery, I believe the US media ecosystem is more likely to see an evolution rather than a revolution, benefiting companies with scale, content creation and delivery capabilities, as well as diversified business models.Read More