Last week I shared my four key lessons for the streaming industry from 2022—the departure from the traditional calendar, the crushing impact of debt, the primacy of ARPU, and the potency of international markets. This week, I’m looking forward to 2023 and beyond. It’s always fun to make informed predictions, but it’s especially interesting as Hollywood struggles to rightsize and recalibrate after an upside-down year in the markets.
One note: I’m not going to guess which company will buy another. M&A activity will certainly pick up as increasing bite-sized market caps become appetizing for larger competitors with cash on hand, Lina Khan be damned. That hardly counts as a prediction—it’s a certainty. With that out of the way…
