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Karnivesh

Simplifying finance....ย โ€ขย 23h

When I started analysing the Media & Entertainment industry, I expected a simple growth story driven by OTT and digital consumption. What I found instead was a much more layered picture. Yes, the industry is expanding fast. But beneath that growth lies pressure on margins, rising content costs, and a constant fight for attention. Revenue is growing, but monetisation isnโ€™t always keeping pace. Advertising remains cyclical, subscriptions face pricing limits, and hybrid models demand strong execution. What stood out to me most was this: In media, attention creates opportunity, but cash flow decides sustainability. Growth alone doesnโ€™t translate into long-term value unless itโ€™s backed by financial discipline and efficient monetisation. ๐Ÿ‘‰ For deeper insights, financial trends, and company-level analysis, refer to the attached link.

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