According to Ampere Analysis’ Guy Bisson, the streamers’ scripted commissioning activity in 2020 was quicker to return to 2019 levels. However, perhaps more significantly, the streamers have strongly increased their development deals of late (up 38% in the latter part of 2020 versus 2019), while linear channels continue to lag far behind their previous figures (down 42% year-to-year in the same time frame).
During his second EFM presentation at Berlinale, Bisson delved into why that scripted content “power balance shift” could spell trouble for linear in the longer term.
“Potentially it means a widening of the gap between linear players and streamers in terms of where the quality drama is getting made and starting to appear. Probably not immediately as development deals pan out, but we’re looking into the latter