4. The future is already here!
$200
$180
$160
$140
$120
Market Value
Billions
$100
$80
$60
$40
$20
$0
Google Time Viacom Time News Comcast Disney CBS
Warner Warner Corp.
Cable
5. And it’s not just Google…
$50
$45
$40
$35
$30
Billions
$25
$20
$15
$10
$5
$0
Facebook Yahoo iTunes Netflix Zynga Groupon Twitter Hulu
Market Value
6. “Distribution” is killing it…
$5,000
$4,500
$4,000
$3,500
$3,000
Millions
$2,500
$2,000
$1,500
$1,000
$500
$0
iTunes Netflix Facebook YouTube Pandora Twitter
Revenue
SAI estimates
7. “Content” is hitting its stride…
$3,000
$2,500
Market Value
$2,000
Millions
$1,500
$1,000
$500
$0
WebMD AOL WSJ.com NYT.com Demand Federated Glam Huffington Sugar Inc. Gawker
Media Media Post Media
9. In fact, it’s neck-and-neck…
“New Media” “Old Media”
CBS NBCU Time
Warner
Facebook
Viacom
Yahoo Time Warner
Disney Cable
Netflix
Google News Corp.
Twitter iTunes
Hulu Comcast
$289 Billion Market Value $296 Billion Market Value