FRESH CLIPPINGS
An Opening for Creators
Rockwater Capital, a specialist in M&A / strategy advisory within the creator economy, published a sharp piece of analysis this week that shows a significant structural opportunity for creators in Hollywood.
The logic is as follows:
If and when the Paramount-Skydance and Warner Bros. Discovery combination closes, the new entity will almost certainly prioritize filling its own platforms, i.e. Paramount+, Max, and PlutoTV, with its own IP before licensing premium titles to competitors. That means less Friends, Game of Thrones, and Criminal Minds type content available to Netflix and Amazon, at any price. The pool of proven third-party library content shrinks, and what remains gets more expensive.
That leaves the streamers with a genuine choice: pay more for less, or redirect that capital toward more cost-efficient programming alternatives.
You guessed it: Creators.
Library content like Harry Potter retains subscribers through comfort and familiarity.…
