Part 9/11:
The discussion emphasizes that the industry is moving toward a model where content is leased rather than owned outright. Universal and Sony exemplify this, with their films generating revenue long after theatrical release through licensing on streaming platforms. Netflix’s aggressive licensing agreements—extending deals with Universal, for instance—highlight the effectiveness of this model for maximizing Content monetization.
Moreover, the talk points to the importance of first-window theatrical releases—like the Avatar movies—being used strategically not just for box office success but for long-term revenue through licensing and streaming rights, which may in some cases surpass theatrical earnings.