Despite record attendance and renewed energy on the Croisette, the Cannes 2025 Film Market is operating under the familiar strains of soaring acquisition costs, and a struggle to reconcile rising budgets with narrowing margins. For buyers and sellers alike, the market is less about glitz and more about financial clarity, pricing discipline, and navigating global distribution headwinds.
The slowdown in packaging during the first half of the year, has led to a stronger-than-usual Cannes lineup. The market is flush with well-developed packages and finished films with genuine theatrical potential. With more robust slates from top sales agencies and buyers reportedly ready to move on high-promise titles, Cannes 2025 could outperform recent years.
The dominance of social video platforms and the plateau of streaming growth signal a new phase in entertainment. Content alone is no longer a moat, as production becomes riskier and audiences more complicated to retain—especially as many content creators and executives prioritize agenda-driven programming over compelling storytelling.
As streaming platforms continue to dominate the conversation, traditional broadcast networks are proving their staying power by strategically aligning with digital platforms. New data confirms that network television still commands a substantial audience, with streaming partnerships extending its reach and influence.
The U.S. streaming market is saturated, with 96% of households subscribed to services, prompting a shift from acquisition to retention strategies. Ad-supported models are gaining traction as affordability overshadows uninterrupted viewing. Live sports and telecom partnerships are key growth areas, while brand ecosystems are vital for subscriber retention in this maturing landscape.
Standalone SVOD services are experiencing a shift as consumers grapple with rising costs and subscription stacking. Many are turning to video aggregators, which simplify access but risk escalating prices. The market may soon consist of fewer standalone players alongside aggregators, highlighting the necessity for service bundling to reduce churn and enhance consumer convenience.
In 2024, the media industry faced significant challenges, with domestic box office revenues falling sharply due to delays and a lack of original content. Contrarily, free ad-supported streaming platforms like Roku gained traction, indicating a shift towards cost-effective viewing. The industry grapples with evolving strategies amid ongoing mergers and the rise of library content.
Europe’s streaming market is on the verge of transformation, propelled by the rise of ad-supported video-on-demand (AVOD) platforms. Consumers increasingly favor lower-cost subscription plans featuring ads, benefiting major players like Netflix and local entities such as TF1+. However, platforms face challenges with ad relevance, viewer retention, and stringent EU regulations.
Content and pricing strategies are shifting as platforms focus on retaining subscribers with live sports and bundled services. Sports rights, such as those for the Champions League and NFL, have driven substantial growth for Paramount+ and Peacock—Prime Video benefits from integrating most major streaming services into one platform.
As global streaming markets mature, platforms are shifting focus from acquisition to retention amid near-saturation in regions like the U.S. Strategies include ad-supported tiers and content diversification. While platforms strive to meet changing demands, competition is intensifying, particularly in the ad-supported landscape, emphasizing the need for innovation and strategic partnerships for sustained growth.
Disney’s super-bundling of Disney+, Hulu, and ESPN+ forms a key part of its streaming strategy amidst rising subscription costs that echo traditional cable models. The $30 mega-bundle with Max aims to reduce churn and simplify streaming but raises concerns over overwhelming choices and competitive pricing, challenging Disney to attract new subscribers effectively.
Walmart is enhancing its streaming presence through the $2.3 billion acquisition of Vizio, aiming to compete with Amazon. By integrating Vizio’s technology into its retail ecosystem and leveraging its advertising capabilities, Walmart seeks to grow its streaming subscriptions and capitalize on the decline of traditional TV, creating a comprehensive media platform.
As streaming fatigue sets in, consumers increasingly opt for FAST (Free Ad-Supported Television), with traditional cable providers feeling the pinch. Once considered fringe players, FAST platforms capture significant market share with their ad-supported, cost-free models, while SVOD giants drive premium content strategies and global expansion.
In a bold move to reclaim control over streaming revenue, Disney has severed its dependency on Apple’s App Store for new subscriptions to Disney+ and Hulu. This decision, echoing similar actions from Netflix, signifies a financial strategy and a broader power dynamics shift between content providers and tech platforms.
As the intense battle for subscriber acquisition in the streaming wars begins to calm, Netflix, the leader in subscription-based video on demand (SVOD), now faces a formidable new rival—YouTube. Meanwhile, ad-supported free streaming platforms like Tubi are gaining ground, reshaping the digital entertainment playing field.
The streaming revolution was once celebrated as the future of entertainment, promising viewers the flexibility, variety, and convenience that cable never offered. However, as streaming services evolve, it’s becoming evident that they’re repeating old patterns. With bundling deals, escalating subscription prices, and a growing reliance on ad-supported content, streaming mirrors the cable model it once created to disrupt.
Copyright © 2014-2025 FilmTake