Material Insights · Understanding the Material World

Media and entertainment: Chokepoints and risks

Film, television, music, news, games and live events funded by viewers and ads

Chokepoints and risks

  • Platform concentration: digital formats took 72% of ad revenue in 2024, much of it through a few global platforms that control audience access1.
  • Generative AI changes production costs and raises unresolved copyright questions for studios, labels and publishers.
  • Sports and content rights inflation: bidding wars for cricket and franchise rights squeeze broadcaster and streamer margins.
  • Print decline and newsprint costs: digital passed ₹1 trillion in India in 2025 while print shrinks in share2.
  • Cloud and CDN outages can take many streaming services offline at once.