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The Briefing
Welcome to the first issue of our O&O Briefing. Over the coming year, we’ll be regularly sharing our insights into trending topics within the global media, sport and entertainment sectors as well as including key industry takeaways, published reports, research and news updates.
This month, content includes why sports competition format changes don’t guarantee increased value, whether top soccer clubs should be valued more like a prized art work, how Netflix’s recent bounce back confirmed O&O’s recent proprietary research and how subscription streaming services can try to avoid the effects of the consumer spending squeeze.
And O&O is currently keeping an eye on two recent market events: (1) big tech moving into Free Ad Supported Streaming (FAST) and premium sports rights as its core digital ads market becomes more competitive and its traditional offering challenged by new data privacy rules, and (2) the impending UK White Paper on football regulation which may signal the beginning of a global move to make sport more politically accountable and transparent.
More on that in future issues.
Views
How can sports use format changes to boost value?
Many sports hope more teams and more matches will boost value. But often less can be more when it comes to the value of competition formats.
Should one value a top football club like any other business or is it more like valuing a famous artwork?
Recent estimates suggest valuations based on projected cash flows may not provide the whole answer. The size of global fan bases, billionaire bragging rights and alternative prize assets may provide more of a guide.
Have analysts underestimated Netflix’s strength and resilience in the global streaming wars?
O&O primary research suggests Netflix will prove much more robust than many have suggested in what will be a five-round fight for global supremacy.
Further articles
Reports
The European AV sector is reaching a new equilibrium - and it is booming. O&O research finds a new equilibrium of local, regional and global content and services. Competition for audiences is driving investment and innovation, which can benefit European players along the value chain. Meanwhile, tighter local content regulation is not in itself a clear indicator of better outcomes in terms of content investment.
News
Events
23.11.22
The Judgement of Solomon: Fair value and fair terms for content providers on the cusp of the Web 3.0 age
With CMS, we looked at a range of issues across music, TV, news, and gaming, considerations around whether policy makers should intervene, and international approaches in tackling these issues. Contact Helen Keefe to learn how O&O can help with quantifying benefits in a potential value exchange.
14.12.22
Next steps for film and TV production in the UK (Westminster Media Forum)
Helen Keefe, O&O’s Head of Policy and Regulation, examined the demand and supply side trends in the UK and European production sectors, identifying the key policy factors in the success of the UK sector to date and for the future. Get in touch to hear how O&O can help with audio-visual policy.
O&O Headline News
• O&O wins assignment to advise the BAI, the Irish telecoms regulator
• O&O advising EFL (English Football League) on its media rights strategy
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