Skip to main content

Static Growth for Media Giants

The four major media conglomerates will see zero growth in their home video profits next year, according to a Goldman Sachs research report. In the report, the Wall Street firm estimates that home video -- DVD and VHS sales -- account for about 26 percent of the annual profits for the combined companies historically, though that will fall to 23 percent next year.

The future of home video revenue also is dire, with single-digit growth projected next year and a high-single-digit decline in 2007, according to the report, which begins by asking the question: "The end of the golden goose?"

Popular posts from this blog

Frontier AI Peaked. Here's What Comes Next

The prevailing narrative around artificial intelligence (AI) has been one of relentless scale. Bigger models, bigger clusters, bigger budgets. The assumption, largely unchallenged until recently, was that raw parameter count translated directly into competitive advantage. New research from Omdia suggests it's time to retire that assumption. According to the latest market study by Omdia, parameter growth in frontier AI models has slowed to around 5 percent annually since 2021, a stark contrast to the more than hundredfold expansion seen between 2019 and 2021. Enterprise AI Market Development For executives who have been making infrastructure and investment decisions based on the assumption that AI would keep demanding ever-larger, ever-more-expensive hardware, this finding deserves serious attention. The race to the top of the model size leaderboard has, at least for now, plateaued. Crucially, Omdia's analysts are not reading this as an AI winter. Alexander Harrowell, senior pri...
Read more