The document summarizes trends in the media industry, highlighting how new media companies focused on distribution (Google, Facebook) and content plus distribution (Google, Facebook) now rival or surpass traditional media companies in market value. It also explores emerging trends in video, mobile media, apps, ecommerce, location data and social media that could further transform the industry. The future of media will be shaped by developments in these areas over the coming years.
4. The future is already here!
$200
$180
$160
$140
$120
Market Value
Billions
$100
$80
$60
$40
$20
$0
Google Time Viacom Time News Comcast Disney CBS
Warner Warner Corp.
Cable
5. And it’s not just Google…
$50
$45
$40
$35
$30
Billions
$25
$20
$15
$10
$5
$0
Facebook Yahoo iTunes Netflix Zynga Groupon Twitter Hulu
Market Value
6. “Distribution” is killing it…
$5,000
$4,500
$4,000
$3,500
$3,000
Millions
$2,500
$2,000
$1,500
$1,000
$500
$0
iTunes Netflix Facebook YouTube Pandora Twitter
Revenue
SAI estimates
7. “Content” is hitting its stride…
$3,000
$2,500
Market Value
$2,000
Millions
$1,500
$1,000
$500
$0
WebMD AOL WSJ.com NYT.com Demand Federated Glam Huffington Sugar Inc. Gawker
Media Media Post Media
9. In fact, it’s neck-and-neck…
“New Media” “Old Media”
CBS NBCU Time
Warner
Facebook
Viacom
Yahoo Time Warner
Disney Cable
Netflix
Google News Corp.
Twitter iTunes
Hulu Comcast
$289 Billion Market Value $296 Billion Market Value