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The recent weakness of media stocks was triggered by investor’s fears, that disruptive trends in the TV sector could emerge stronger and sooner than anticipated.
Discussions about the cord cutting phenomenon in the U.S., which could negatively impact future affiliate revenue fees, have risen with the emergence of OTT (over-the-top) platforms and changing viewing habits of the younger generation.
The recent weakness of media stocks was triggered by investor’s fears, that disruptive trends in the TV sector could emerge stronger and sooner than anticipated.
Discussions about the cord cutting phenomenon in the U.S., which could negatively impact future affiliate revenue fees, have risen with the emergence of OTT (over-the-top) platforms and changing viewing habits of the younger generation.
 
Discussions about the cord cutting phenomenon 
Discussions about the cord cutting phenomenon in the U.S., which could negatively impact future affiliate revenue fees, have risen with the emergence of OTT (over-the-top) platforms and changing viewing habits of the younger generation. 
Trend research as major component until 2020 
Discussions about the cord cutting phenomenon in the U.S., which could negatively impact future affiliate revenue fees, have risen with the emergence of OTT (over-the-top) platforms and changing viewing habits of the younger generation. The recent weakness of media stocks was triggered by investor’s fears, that disruptive trends in the TV sector could emerge stronger and sooner than anticipated. Discussions about the cord cutting phenomenon in the U.S., which could negatively impact future affiliate revenue fees. 
Discussions about the cord cutting phenomenon in the U.S., which could negatively impact future affiliate revenue fees, have risen with the emergence of OTT (over-the-top) platforms and changing viewing habits of the younger generation. 
Heinrich Ey
Global Research Sector Head Telecommunications & Media Portfolio Manager for Allianz Telemedia Funds
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