Media landscape
Distribution
Content
Streaming video
CIRCLES SIZED BY MARKET CAP (as of May 2021)
Peacock
42M subs
NBC, E!,
Bravo, CNBC
Disney+
100M subs
20th Century
Fox Studios
Hulu
$27.5B
42M subs
Comcast
$261B
20M video
31M broadband
subscribers
33%
STAKE
67%
STAKE
Disney/21st
Century Fox
$321B
Sky
ESPN
Universal
Studios
Warner Bros.
Studios
HBO/HBO Max
64M subs
Lucasfilm
Marvel
Studios
Fox
$21B
To spin off for
70% STAKE
DirecTV
<$16B
17M video
Fox
broadcast
AT&T/WarnerMedia
$211B market cap
15M broadband
Netflix
$223B
208M subs
Columbia
Pictures
Fox cable
(Fox News,
Fox Sports)
Turner (CNN,
TNT, TBS)
Charter
$131B
16M video
29M broadband
To spin off
WarnerMedia
to Discovery for
71% STAKE
Discovery+
17M subs
Sony
Pictures
$27B*
Discovery
$16B
Verizon
$233B
4M video
7M broadband
Sony
Pictures TV
Discovery,
Food Network,
HGTV
Altice
USA
$24B
3M video
4M broadband
RELATIVE
MARKET CAP
Apple:
$2.1T
Amazon:
$1.6T
Google:
$1.6T
Facebook:
$929B
Cheddar
Lionsgate
$3.8B
Starz
James
Bond
MGM
$6.5B
Lionsgate
Films
Lionsgate
TV
Cox
$39B**
3M video
6M broadband
Amazon
to acquire
MGM
Epix
Paramount+/
Showtime
36M subs
Dish
$23B
11M video
(includes Sling)
CBS
AMC
$2.2B
ViacomCBS
$28B
Roku
$46B
51M subs
IFC
Films
AMC, IFC,
BBC America
Paramount
MTV, Comedy
Central, BET
Note: *Assumes 3.8 revenue multiple **Assumes 3.1 revenue multiple
Source: the companies, news reports, Leichtman Research Group (cable/internet subs)
Media landscape
Distribution
Content
Streaming video
CIRCLES SIZED BY MARKET CAP (as of May 2021)
Peacock
42M subs
NBC, E!,
Bravo, CNBC
Disney+
100M subs
20th Century
Fox Studios
Hulu
$27.5B
42M subs
Comcast
$261B
20M video
31M broadband
subscribers
33%
STAKE
67%
STAKE
Disney/21st
Century Fox
$321B
Sky
ESPN
Universal
Studios
Warner Bros.
Studios
HBO/HBO Max
64M subs
Lucasfilm
Marvel
Studios
Fox
$21B
To spin off for
70% STAKE
DirecTV
<$16B
17M video
Fox
broadcast
AT&T/WarnerMedia
$211B market cap
15M broadband
Netflix
$223B
208M subs
Columbia
Pictures
Fox cable
(Fox News,
Fox Sports)
Turner (CNN,
TNT, TBS)
Charter
$131B
16M video
29M broadband
To spin off
WarnerMedia
to Discovery for
71% STAKE
Discovery+
17M subs
Sony
Pictures
$27B*
Discovery
$16B
Verizon
$233B
4M video
7M broadband
Sony
Pictures TV
Discovery,
Food Network,
HGTV
Altice
USA
$24B
3M video
4M broadband
RELATIVE
MARKET CAP
Apple:
$2.1T
Amazon:
$1.6T
Google:
$1.6T
Facebook:
$929B
Cheddar
Lionsgate
$3.8B
Starz
James
Bond
MGM
$6.5B
Lionsgate
Films
Lionsgate
TV
Cox
$39B**
3M video
6M broadband
Amazon
to acquire
MGM
Epix
Paramount+/
Showtime
36M subs
Dish
$23B
11M video
(includes Sling)
CBS
AMC
$2.2B
ViacomCBS
$28B
Roku
$46B
51M subs
IFC
Films
AMC, IFC,
BBC America
Paramount
MTV, Comedy
Central, BET
Note: *Assumes 3.8 revenue multiple **Assumes 3.1 revenue multiple
Source: the companies, news reports, Leichtman Research Group (cable/internet subs)