GP.Bullhund-2019年第四季度网络媒体报告（英文）-2020.2.pdf

《GP.Bullhund-2019年第四季度网络媒体报告（英文）-2020.2.pdf》由会员上传分享，免费在线阅读，更多相关内容在行业资料-天天文库。

1、Q42019SectorUpdateDigitalMediaImportantdisclosuresappearatthebackofthisreportGPBullhoundLLPisauthorisedandregulatedbytheFinancialConductAuthorityGPBullhoundIncisamemberofFINRA0DigitalmediaperspectivesGPBullhoundisaleadingtechnologyadvisoryandinvestmentfirm,providingtransactionadviceandcapita

2、ltocategoryleaders.OurdigitalmediapracticeisheadedbyPartnerAlecDafferner,whorunstheSanFranciscoofficeandhasover20yearsofexperience.Thisdigitalmediamarketreportispublishedquarterlytoprovideinsightsintopublicandprivatemarketvaluationsacrossthetransactionspectrumaswellasqualitativeinsightsintob

3、roadermarkettrends.Inthisreport,wealsofeaturemanyleadingdigitalmediacompaniesandtheirCEOs.SuccessfulGPBullhoundtransactionsindigitalmediainclude:deltaDNAAllTrailsFnaticInnogamesQuixelGPBullhoundACQUIREDBYACQUIREDBYINVESTMENTBYACQUIREDBYACQUIREDBYINVESTEDINUnitySpectrumEquityLvl1GroupModernTi

4、mesEpicGamesSpotifyGroupGamingDiversifiedonlineGamingGamingGamingMusic,video,contentphotos1Contents1Keysectortakeaways2CEOcommentary3Recenttransactiontrends4Publicmarketanalyses5AppendixA:Publiccomparablesbycategory6AppendixB:GPBullhoundcredentialsandteam2Section1Keysectortakeaways3GPBullhou

5、nd’sviewsoncurrenttrendsindigitalmedia1Video:thestreamingwarshavepeaked2Music:afullstackapproachandconsolidationofdigitalplayersanddistribution3Digitalpublishing:recentonlinepublisherconsolidationofprivatecompanies4Games:thewarofthedevelopmentplatforms4STREAMINGVIDEOCurrenttrends1Video:thest

6、reamingwarshavepeaked▪ThecompetitionamongstreamingservicestoattractcustomersanddisintermediatethetraditionalgripcableTVhashadonconsumersisrapidlyaccelerating,unleashingaggressiveinitiativesincludingDisney+competitivepricingandproprietaryprogramming.$2.5bnHuluNetflix▪Thishasincreaseddemandfor

7、allelementswithintheentertainmentecosystemincludingcontent,talenttobothdevelopandperformwithin$3.0bn$15.0bnthecontent,andexecutivesthatcanoverseethepurchaseandproductionofthiscontent.HBOMax–Withinthelastfewmonths,RichardPlepler,longtimeHBOCEO,signe