Lot of Disruption to the content pipeline
New productions likely won’t be greenly until late 2020, or 2021
Challenges for platforms dependent on new content offerings
Limited access to financing in a potential recession
Increased competition from new entrants
Consolidation in a global marketplace
Impact on consumer choice
The distinction between different formats is blurring
Cinematic content comes in all shapes and sizes, and filmmakers often work across multiple formats ( series / documentaries)
Franchises are more important than formats
Long term enterprise value created through IP ( e.g Marvel, star wars, merchandising and video games)
Major studios will continue to focus on large releases with built-in audiences
Small speciality producers and distributors will exist to satisfy the gaps in the marketplace, and target underserved audience.
Read part 3 here