In this episode, Alex Stolz is joined by Guy Bisson, Executive Director at Ampere Analysis, a leading firm in media and entertainment analytics. Guy brings over two decades of expertise in the global TV, film, and entertainment industries, offering unparalleled insights into the transformations reshaping content creation, distribution, and consumption.

Together, they dive deep into the challenges and opportunities facing today’s entertainment landscape. Guy explores the ongoing impact of streaming, especially in the aftermath of the pandemic boom and the Hollywood strikes. Guy highlights how content investment has leveled off at 75% of its peak, marking a significant shift that Guy argues can be viewed as positive and sustainable. They discuss how traditional media groups are navigating the era of consolidation and what it means for the future of entertainment.

Guy also sheds light on the emerging role of social media platforms in content distribution and advertising, noting how platforms like YouTube have become critical players in the global entertainment ecosystem. The conversation moves into the world of film, with Guy offering insights into how the movie business is adjusting to the challenges of streaming, changing audience behavior, and the pullback in content production.

As the industry faces the convergence of media and tech, Guy explores the concept of “diagonal integration,” an emerging form of collaboration and M&A strategy that breaks traditional geographic and platform-based boundaries. Finally, they discuss the future of AI in entertainment—its rapid development, transformative potential, and the re-skilling required to adapt to this new wave of technological change.

About Guy Bisson, Executive Director co-founder, Ampere Analysis

Guy Bisson has been a leading entertainment market analyst with a specialisation in the global television business for the past 30 years. He is a regular speaker and moderator at many of the
world’s leading entertainment business conferences, a frequent media commentator in print and broadcast and author of numerous reports and research articles on the business and strategy of the global television industry. Guy is co-founder of Ampere Analysis, a London-based analyst house focused on the entertainment and content business, which draws on title-level movie and TV analysis, consumer research and market forecasting to create a holistic outlook for the future of the industry. Guy previously led the television research practice at both Screen Digest and IHS.