Ngaba iWall Street ilujonga njani ulawulo lwabadlali abaphambili baseHollywood?Umzekeliso womkhangeli: U-Eric Vilas-Boas; imvelaphi PG / Bauer-Griffin / GC imifanekiso Ngo-Septemba ngo-2019, sabeka amashishini amakhulu kwezolonwabo ngokusekwe kwintengiso nganye, okanye indlela iWall Street eyayixabisa ngayo inkampani nganye ngokwembono yezemali. Oko kuthengiswa luvavanyo lweWall Street (ekukude esiphelweni konke-konke okuyiirubrikhi zempumelelo yomdibaniso) kukwahluka okungathethekiyo kwindlela ilizwe lezemali elalijonga ngayo iinkampani zemveli zokuzonwabisa zelifa lemveli xa kuthelekiswa neenkomfa ezixhaswe bubuchwephesha. Umzekelo, ngexesha lebali lethu lokuqala, iDisney yayiphakathi kwelona bhokisi inkulu yeofisi kwimbali yemovie kwaye yayisaxabisa ama-272% ngaphantsi kweApple.
Ngelixa iWall Street iqhubeka nokubonelela ngokusasaza kunye neenkampani ezisekwe kubuchwephesha nge-leash ende kunee studio zakwantu, lonke ishishini lokuzonwabisa lonyuswe kwiinyanga ezili-18 ezidlulileyo. Ubhubhane wehlabathi ususe imiboniso bhanyabhanya yeqonga kwaye ikhawulezise utshintsho lwethu kude nolonwabo kunye nokuya ngqo kubathengi. Ngeli xesha, ezine ezinkulu ezinezixhobo ezifanelekileyo zokuhambisa iinkonzo zisungule. IHollywood yanamhlanje phantse ayaziwa ukusuka eHollywood kwiminyaka emibini edlulileyo.
Ukubonisa olo tshintsho, nantsi intelekelelo yelixa langoku lentengiso yaseWall Street kwindawo enkulu yolonwabo kunye neetekhnoloji ezinesandla esiseHollywood xa kuthelekiswa neekepusi zabo zentengiso kwiinyanga ezili-18 ezidlulileyo.
- Iingonyama: $ 3.31B (ukusuka kwi- $ 2.4B) Iipesenti ezingama-38
- ViacomCBS: $ 43.44B ($ 30B) ↑ 45%
- Isony: $ 133.04B ($ 71B) 87%
- I-AT & T: $ 202.29B ($ 255B) ↓ 21%
- INetflix: $ 234.03B ($ 137B) ↑ 71%
- Ulawulo: $ 250.79B ($ 198B) ↑ 27%
- I-Disney: $ 352.94B ($ 247B) Iipesenti ezingama-43
- Facebook: $ 737.97B ($ 514B) 44%
- Uphando: Iidola eziyi-1.38 ($ 808B) ↑ 71%
- IAmazon: Iidola eziyi-1.54 ($ 873B) ↑ Iipesenti ezingama-76
- Apile: Iidola eziyi-2.09 ($ 920B) 215%
Uhambo lokuqala olukhulu: IWall Street ngoku ixabisa iinkampani ezintathu ezohlukeneyo ngaphezulu kwe- $ 1 trillion, inani elinzima kubani ukuba umntu akumvuzo weendaba alibone. Ayothusi into yokuba ezi nkampani zintathu zezona zikwizikhundla eziphambili kwezobuchwephesha emhlabeni. Iiakhawunti zikaGoogle ezingabanini bakaGoogle ezingaphezulu kwe-21% yazo zonke iziqulatho zevidiyo ezijongwa ngabasebenzisi baseMelika, okwesibini emva kweNetflix, ngokwe Nielsen .
Ividiyo enkulu yeAmazon kunye neApple TV +, okwangoku, kunjalo iinkokeli zelahleko ezixabisekileyo ezinceda ukuqhuba abathengi kwishishini eliphambili lenkampani nganye: ukuthengisa kwi-Intanethi kunye nokuthengisa iimveliso, ngokulandelelana. IAmazon kunye neApple ziya kuthi ngovuyo zithathe ilahleko kwiinkonzo zayo zokuzonwabisa ezingasasazeki okokoko banikezela ngexabiso elongeziweyo kubathengi.
Okwesibini ukuthatha okukhulu: I-AT & T kuphela kwenkampani ekolu luhlu eneneni ilahlekile Ixabiso ngaphezulu kweenyanga ezili-18 ezidlulileyo. Ikepusi yentengiso yomnxeba omkhulu ikhuphe i-21% ngaphezulu kwesithuba. I-AT & T okwangoku yeyona nkampani inamatyala angekhoyo ebhankini eMelika, ngokwe IBloomberg , kwaye kutshanje ithengise i-30% yesitokhwe sobunini be-DirecTV yelahleko enkulu. Kwangelo xesha, iWarnerMedia encedisayo yenza ipivot yezigidigidi zeedola ukuhambisa ishishini labathengi ngendlela yeHBO Max. Inkonzo yokusasaza, eyasungula ngoMeyi ophelileyo kwaye yabala i-17.2 yezigidi zababhalisi ukusukela nge-27 kaJanuwari, yeyona nto iphambili kwinkampani ukuya phambili.
Ngeendlela ezininzi, iWarnerMedia isebenzisa i-HBO Max ukuthengisa inkonzo yefowuni ye-AT & T, kodwa i-AT & T ayinakho ukuhlawulela i-HBO Max ukuba ibe yinkokeli yelahleko. Ngelixa sikwi-bullish kwi-streamer yexesha elide sibulela kwilayibrari yenkqubo egqwesileyo, khange ikhule ngokukhawuleza ngokwaneleyo ukuba incede iWall Street ukuza kuthi ga ngoku.
Uhambo lwesithathu olukhulu: Zibaluleke kangakanani iinkokheli zentengiso iNetflix (+ 71%) kunye neDisney (+ 43%) abakhule ngayo. INetflix yayingoyena mntu wayexhamla kakhulu kwii-odolo zokutshixwa kwamakhaya ezibangelwe bubhubhane. Inkampani yongeze irekhodi lonyaka lezigidi ezingama-37 zababhalisi abatsha kwi-2020 kuphela kwaye ekugqibeleni yafikelela kwinqanaba apho iya kuthi akusafuneki ukuba ndiboleke imali emva kweminyaka elishumi yokunyuka kwamatyala. Phosa kwinkonzo ’ ukunyuka kwamaxabiso kutshanje kwaye kuyacaca ukuba ubhubhane uncede ukukhawulezisa utshintsho lweNetflix ukusuka kugxalabo ekukhuleni kugxilwe kwinzuzo. Imiceli mngeni iseza phambili, ngakumbi njengoko inkampani inyanzeliswa ukuba ijolise kuphuhliso lwangaphakathi ngaphakathi kuthelekiswa nelayisensi yangaphandle, kodwa iNetflix ikwindawo elungileyo.
I-Disney, okwangoku, iyaphikisana. Iipaki zenkampani kunye neendawo zokuchithela iiholide, eziqhele ukubala phantse iipesenti ezingama-40 zengeniso yempuku yonyaka, ilahlekile amashumi ezigidi zeedola kunyaka ophelileyo. Okufanayo kuya kwimveliso yeDisney yemidlalo yeqonga ngenxa yesifo. Nangona kunjalo ixabiso lesabelo lenkampani eneneni ziphuculwe ngama-25% Kwiinyanga ezili-12 ezidlulileyo ngasemva kokuqhuma okungalindelekanga kukaDisney. Ukusukela nge-2 kaJanuwari, iDisney + yaqhayisa phantse ababhalisile abazizigidi ezingama-95. Njengokuba icandelo losasazo kunye nokuzonwabisa likaDisney libone ukuhla kwengeniso iyonke ye-5% kwikota ephelileyo, ingeniso kwiinkonzo zayo zokusasaza inyuke nge-73% kwi-258% yokunyuka kwababhalisile beDisney, i-83% yeqa ababhalisile be-ESPN +, kunye ne-30% inyuka eHulu. I-Disney + ayikenzi nzuzo, kodwa iWall Street ngequbuliso inika iDisney indlela evulekileyo ihlala igcinelwe isitokhwe esisekwe kubuchwephesha ngokusekwe kwimpumelelo yomsakazo ongenakuphikwa.
Ibali elifutshane elifutshane: yibhola entsha entsha kwiHollywood.
