LionTree Founder Aryeh Bourkoff's Top Media Predictions for 2020

The transcript discusses the consolidation and strategic shifts in the media industry, focusing on the transition to direct-to-consumer models and the importance of content production. It highlights the strategies of major players like Disney, Viacom CBS, and the impact of leadership changes. The discussion also covers the role of 5G and broadband in connectivity and explores opportunities for consolidation in sectors like video games and digital outdoor advertising.

What major shift has occurred in the media industry according to the first section?

• A decrease in content production

• A move from direct-to-consumer to B2B models

• A shift from B2B to direct-to-consumer models

• An increase in traditional TV viewership

What is a key challenge for companies in the direct-to-consumer model?

• Increasing traditional TV viewership

• Reducing the number of streaming services

• Reaching consumers without a gatekeeper

• Decreasing content production costs

What is a potential future scenario for streaming services?

• A decrease in content diversity

• A return to traditional cable TV

• A bundle or curation model

• A focus solely on video content

Why is content production considered a key area for investment?

• Because content is abundant and easy to produce

• Because content companies are scarce assets

• Because consumers are spending less time on media

• Because sports rights are no longer valuable

What is the role of local markets in content production?

• They are dominated by a single player

• They focus solely on sports content

• They provide scarce and interesting programming

• They are irrelevant to global media strategies

What is a significant factor in the success of media companies according to the final section?

• The importance of connectivity and broadband

• The reliance on a single streaming platform

• The focus on traditional advertising methods

• The ability to produce only local content

What area is considered ripe for consolidation according to the final section?

• Traditional TV networks

• Video games and digital outdoor advertising

• Print media

• Radio broadcasting