A Snapshot Of ‘Big Media’ … At Least For Now


Thanks, in part, from data obtained from Leichtman Research Group, popular digital media publication Recode has created an eye-catching graphic illustrating the “Big Media” landscape as it currently looks like.

You’d better print out and save a copy of this article. That’s because it’s likely not going to look like this in the near future.

With the “GAFAN” group of companies encroaching Hollywood, Recode created a simple diagram that organizes distributors, content companies and internet video companies by market cap and their main lines of business.

Here’s what it looks like:

As noted above, Comcast enjoys broad content and distribution, while Netflix is a large outlier.

With smaller distribution companies seeking content, mergers could be in the works. A reunification of CBS Corp. and Viacom recently fueled the rumor mill.

For now, all eyes are on AT&T and Time Warner, and on Disney and 21st Century Fox.


What ‘GAFAN’ Is The Most Dangerous To Traditional TV?

Tuesday at NATPE Miami, Facebook Head of Global Creative Strategy Ricky Van Heen unveiled a trio of new shows coming to Facebook Watch, including a program featuring noted outdoors adventurist Bear Grylls. The announcement provided the perfect context for a “View from the Street” discussion on what “FANG” (or “GAFAN,” to use current Silicon Valley parlance) is most dangerous to traditional media. The answer from financial analysts who cover media stocks may surprise you.