I've been working on this post for awhile. My premise is that the old TV studio business is in a horrible position for the change in landscape. I had not seen this before, but if you look at the way in which the TV studios have done business in the past, their strength is the new weakness and their weakness is the new strength.
They may be in the middle of the situation and they certainly have the major share now, but it seems unlikely that they will manage to hold their positions in the future: Explanation here: http://dembot.com/post/22117963 Thoughts?