Where next? How to find growth in 2026
Session details:
Ampere would like to offer a state of the market presentation, taking a top-to-bottom view of the content market as it stands in 2026, including:
Topline trends in the video revenue mix, US and worldwide- the rapid decline of cable, the advent of advertising on streaming and the increasing dominance of social media platforms in the ad space
Overview of the major changes occurring in the industry today, the M&A activity that has closed and is currently on the table in the US and globally, and an analysis of the market trends around revenue mix, the need for scale and the increasing struggle of local players.
A deeper dive into consumer sentiments that are driving this trend, the fragmentation of attention across distribution methods and content types, the slowdown in stacking behaviors, and the key demographic friction points that make capturing a large swathe of audience difficult for all but the largest.
Concentration on how these place churn at the heart of the streaming agenda, the growth in switching behaviors between streaming services and the strategies, and efficacy of those strategies, in reducing churn.
Trends in business-to-business partnerships outside of M&A activity, including bundling and partnership between streamers, between local and global players, and between TV companies and YouTube.
The growth of advertising tiers on streaming platforms- how important are these to overall revenues? How large is the audience for them? What strategies in terms of ad loads and ad placement are the streaming services using? How is uptake amongst advertisers for these spots?
How this filters down to content distribution. The rise of non-exclusive distribution, sharing content between platforms and verticals, and how this can both keep content overheads down and be used as a marketing exercise, driving the audience back towards the platform of the content owner.
And finally, the production market. After a volatile few years, where is the new normal for US and global production markets? What are the production strategies in terms of volume and genre for key players? How can platforms differentiate themselves with original content? The increasingly vital role of IP, and the global search to find it.
The data above will be pulled from Ampere's proprietary datasets, including biannual consumer surveys, daily tracking of sign up and churn activity, and monthly analysis of content production and distribution trends. As such, we will be able to pick up on any topics not included above that become central to conversation in the first half of next year!
