
Industry research
Scope
US
Companies
114
Table of contents
What does the Video production market landscape look like in the US?
The broader US video production market is consolidated, with the six largest integrated media production players accounting for >50% of the global spending on film and TV content, followed by a long tail of smaller players. These businesses leverage their extensive IP catalog and large marketing and production budgets to dominate the global video production industry. Additionally, large players capitalize on their presence across the entire video production spectrum, utilizing vertical integration to maximize efficiency and market influence. This vertical integration, as a result of multi-year consolidation and increasing investment from digital native players, has led to an increase in the cost of production, which has further widened the gap between major studios and smaller competitors. Specialists, on the other hand, rely on genre or function-specific activities to compete. Operationally, production strategies often vary based on size. While large integrated players have ramped up investments in 'tentpole' franchises, smaller incumbents opt for leaner budgets across a broad portfolio of movies and TV series.
What is the level of investor activity in the US Video production industry?
Investor interest has been limited, with ~20% of businesses being backed by financial sponsors (as of April 2025). Investors are attracted to (i) increasing content demand from growing OTT subscriptions and (ii) technological advancement leading to improved margins. On the other hand, (i) subscription fatigue (ii) changing consumer preferences leading to lower content success rate, (iii) rising production costs from complex VFX and worsening labor shortage issues and (iv) decreasing license and IP ownership in cannibalizing royalty revenue streams act as detractors for investment.
What are the key ESG considerations in the US video production industry?
ESG topics in the US video production market primarily revolve around environmental and social challenges. Environmentally, high carbon emissions, driven by fuel use, air travel and utilities, pose a major concern, particularly in large-scale productions. Remedies include adopting cleaner energy sources, improving energy efficiency and integrating electric vehicles to reduce the sector's carbon footprint. Socially, the industry has to ensure authentic representation, equitable access and responsible storytelling. In response, companies embed inclusive practices into content creation and expand opportunities for underrepresented voices to foster a more equitable and socially conscious media landscape.

Statista (January 2025) expects the global TV and video production market to be valued at ~$728.2bn in 2025 and forecasts it to reach ~$823.3bn by 2029 (+3.1% CAGR 2025-2029)
According to PwC (July 2024), the US OTT video market will expand from ~$69.3bn in revenue in 2023 to ~$100.5bn by 2028 (+7.7% CAGR 2023-2028)
Increased demand for digital storytelling and immersive content drives rapid growth in the US video production market. For example, the surge in live streaming, e-learning and branded video content, paves the way for video production revenue (Venture, May 2024; Oberlo, January 2024)
Rising SVoD subscriptions drive content demand while expanding the addressable market. With consumers subscribing to ~3 streaming services on average and international co-productions gaining traction, studios can now access ~2.5x larger audiences via cost-effective subtitled/dubbed distribution (interview by Gain.pro; Uscreen, January 2025; European Audiovisual Observatory, September 2020)
Technological advancements in AI and video automation are revolutionizing video production by streamlining workflows and reducing costs. For example, integrating gaming engines, WebCodecs API, machine learning algorithms and multilingual captioning tools will lead to increased bottom-line margins (Forbes, March 2025; Wistia, March 2025; Vitrina, May 2024; Forbes, October 2022)
Subscription fatigue and escalating costs pressure studios to cut production budgets as consumers cancel services and resist price hikes. Surveys show that ~42% of subscribers feel overwhelmed by streaming options and ~60% would cancel after a $5 price increase (Entertainment Partners, December 2024; PYMNTS, December 2024; Simon Kucher, December 2024; PYMNTS, April 2023)
Rising production expenses from complex VFX workflows, increased labor costs and union wage mandates pressure bottom-line margins. VFX expense on major productions can exceed $60k per shot, while recent wage agreements mandated by the International Alliance of Theatrical Stage Employees (IATSE) include cumulative increases of >14% through 2027, further compounding financial pressures (Pixune, August 2024; Wrapbook, July 2024)
Shifting content ownership and licensing models jeopardize royalty streams and reduce long-term monetization avenues. As studios increasingly produce content for external platforms without retaining full rights, the resulting erosion of backend participation, paired with rising disputes over licensing terms and revenue sharing, undermines traditional profit models and limits future value capture (Ankura, July 2024; Forbes, December 2023)
With the full report, you’ll gain access to:
Detailed assessments of the market outlook
Insights from c-suite industry executives
A clear overview of all active investors in the industry
An in-depth look into 114 private companies, incl. financials, ownership details and more.
A view on all 382 deals in the industry
ESG assessments with highlighted ESG outperformers