The Amp Podcast 2024 in Review Part 2: Profitability, Licensing Shifts, and Content Strategies
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Feb 27, 2025 Matt Trickett, Head of Media at Ampere Analysis, discusses the evolving strategies of major entertainment companies, focusing on cross-licensing for profitability. Piers Harding-Roll, Head of Games research, highlights the upcoming Nintendo Switch 2 and its potential market impacts. Dan Haragie, leading sports research, examines the shift in sports broadcasting rights and the growing importance of women's sports. Together, they explore how digital preferences are changing fan engagement and setting the stage for the future of media and gaming.
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Shift to Cross-Licensing
- Companies are shifting from vertical integration to cross-licensing.
- This change prioritizes return on investment over solely producing content for their platforms.
Content Strategies of Different Companies
- Sony focuses on content distribution rather than direct-to-consumer.
- Universal uses a mixed model with Peacock domestically and licensing elsewhere, while Warner and Disney are now licensing more content.
Original Content vs. Licensing
- Original content ownership offers long-term profit, unlike licensing, where boosted content might later benefit others.
- Netflix's long WWE deal exemplifies this risk, as boosting WWE viewership could increase renewal costs for Netflix.