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Disney-Reliance Merger: Post-Quake Route Forward for Indian Media Becomes a Fight for Value and New Allies
The Disney-Reliance merger and a failed Sony-ZEE deal reshape the Indian media scene, likely sparking fights for allies and content investment value.
Finding and producing Indian shows that work internationally (outside the diaspora) is tricky, as Prime Video is discovering, though Richie Mehta’s “Poacher” has been a recent global hit. And, while much executive attention at FICCI-Frames will devoted to the premium end of the spectrum, social video remains huge and growing, with Alphabet’s YouTube and Meta (Facebook, Instagram and Whatsapp) the dominant market leaders. “In 2023, both platforms maintained their dominance, collectively commanding a 55% share of the total online video market and approximately 75% of the rapidly expanding AVOD segment,” the MPA report said.
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