Media industry financial analyst Brian Wieser, today at the helm of his own Madison & Wall advisory firm, has combed through the quarterly results of every major distributor of video content. But, rather than focus on net income and revenue, Wieser examined the total spending by consumers on all video, including traditional pay TV services, physical video media, streaming video and theatrical video.
His conclusion? There’s been a “significant slowdown” in the growth rates seen in 2021 and 2022, making 2023 look a lot like the growth seen across the 2010s.
