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BUSINESS Sep 27, 2007

Consolidation is key to survival in media industry
Thursday September 27 2007 09:43 IST
Gyanendra Kumar Kashyap/Business & Economy News Bureau

NEW DELHI: If you can't beat them, buy them. ...This seems to be the
latest mantra that's spreading across the media industry like
wildfire. Just like all industries across the globe reeling under the
pressure to consolidate in order to maintain competitiveness, the
media industry too could not be a mere spectator or an exception to
the trend. Rupert Murdoch & Dow Jones, Microsoft Corp & Yahoo Inc and
Reuters & Thomson have been on the headlines globally.

A similar trend seems to have taken the fancy of media moguls in
India. Slowly and steadily the Indian media industry is heading for
diversification, the long term goal undoubtedly being that of
consolidation. On a global platform, the trend seems to have been
initiated by News Corp's move which sparked of a wave of megamergers
and Thomson followed suit. May it be the unsolicited bid or the rumour
or the speculation alone is evidence of the buying frenzy sweeping
across an industry where no deal seems unfathomable, and all are
coming with nine zeroes attached.

Traditional companies in India are feeling threatened and it is time
companies across the length and breadth of the country bring about a
change in their mindset. The logic behind such fanatic moves are
comprehensible for even a novice- the point is not the profits and
revenues, it's the size, scale, infrastructure, brand name and the
image that stimulates such revolutionary action - oriented thought
processes.

The buying extravaganza in the media industry started when the so
called media moguls began their buying sprees by gobbling smaller
counterparts. Carrying the 'mad buy season' forward, the giants are
now buying each other! Advanced technology and superior content have
been the much touted reasons for acquisitions. Companies have adopted
a clear cut strategy; either build subscribers who are willing to pay
for information or build mass audiences that can be sold to
advertisers at a premium.

Media behemoths argue that they need more freedom to consolidate their
businesses in an increasingly competitive market whereas consumer
groups, independent content producers, journalists, and other players
in media and entertainment argue that consolidation is killing
creativity and diversity. Global coverage, technological dynamism and
mass customisation have become more of a necessity due to increase in
the segmentation amongst the media customers. Thus, it is very evident
that the need for convergence has necessitated consolidation.

Meanwhile there are opinions which speak out the degradation of the
media ecosystem. The byproducts of consolidation stretch beyond
compression of salaries and erosion of working conditions to
threatening the standards of professionalism in journalism and
broadcasting. It is believed that except for the owners of
conglomerate no one else benefits from the concentration of media as
today the bottom-line of corporate media is supposedly profit and not
content.

But when behemoths queue up for consolidation; they must be looking
beyond bottom- line and certainly on the content. There is going to be
a scenario of continued consolidation whereby big media companies will
continue to get bigger. The lurking danger calls for smaller players
to take a hard look at the existing market developments for survival.

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