2.9Industry

Media & Entertainment

Content creators, distributors, and platforms delivering entertainment through television, film, music, gaming, podcasting, and publishing.

9
Segments
37
Verticals

Overview

Media & Entertainment spans the businesses that create and distribute content and experiences — film and television, broadcast, digital streaming, music, publishing, live events, podcasting, gaming, and talent representation. It is a large sector in the midst of a historic transition as streaming reshapes how content is funded, distributed, and consumed.

Value is shifting from legacy broadcast and print toward streaming, gaming, live events, and music catalogs, and the industry is consolidating aggressively (Disney–Fox, Warner–Discovery, Amazon–MGM). Traditional media revenue is flat overall, masking sharp declines in broadcast and print against growth in music, live events, and digital.

Market snapshot

Market size
~$374B
Growth
~2.1%CAGR (2017–22, nominal)
Companies
~114,000
FragmentationFragmented

U.S. Census Bureau 2022 CBP/Economic Census across traditional media (film, TV/radio, music, publishing, live events, talent). Excludes digital streaming/social (NAICS 516210, a broad ~$301B 2022 category) and gaming, which are tracked separately.

Business model & economics

Revenue model
Advertising, subscription, licensing, box office, and live ticketing
Recurring revenue
Mixed — subscription/licensing recur; box office and events are episodic
EBITDA margin
Varies widely by sub-sector and content economics
Capex intensity
Moderate
  • Value shifting from broadcast/print to streaming, gaming, and live.
  • Aggressive consolidation amid the streaming transition.
  • Music catalogs and live events are high-demand asset classes.

M&A deal context

High deal activity

Who’s acquiring

Media conglomerates & streamersPE-backed content and catalog investorsLive-entertainment platforms

What’s driving deals

  • Consolidation driven by the streaming transition.
  • Music-catalog and live-events asset acquisition.
  • Distress and roll-ups in declining broadcast and print.

Segment classifications

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