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Bloomberg Intelligence
Entertainment Industry Winners and Losers
The chapter dives into the competitive landscape of the entertainment industry, highlighting the surprising performance of old media companies like Comcast and Disney against streaming giants like Netflix and Apple post-Oscars. It evaluates the impact of the pandemic on movie releases and predicts recovery trends while emphasizing studios' commitment to theatrical releases over streaming. The conversation also explores Netflix's market dominance, potential price increases, and strategies to diversify content for enhanced revenue growth.
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