Maybe there will be a consolidation and some crappy repetitive movies will go away? I think these businesses are overvalued. What happens when consumers get sick of the super hero genre? EDIT: for whoever down-voted - that wasn't a sarcastic question. Honest question of what happens when the main products lose popularity? If there is a downturn in interest in that, will they get their $50B back?
An interesting datum is that movie ticket sales are actually down, big time . [1] Movies hit their peak, in tickets sold, way back in 2002. We're down 26% since then. Factor in population increases which should have resulted in a roughly proportional increase in ticket sales and it's shocking how bad movies are doing. But record breaking sales...? That's gross receipts or tickets_sold x cost_per_ticket . Ticket sales…
I don't too much attention to video games - certainty not the sales figures and review score end of things - but this sounds really interesting. Has anyone written a detailed account of this?