Monetization

• The Asia-Pacific screen economy is rapidly expanding toward a $200 billion valuation, driven by a potential AI dividend of up to $15 billion annually according to Media Partners Asia. • Despite this growth, the region faces a significant "monetization gap" compared to the U.S., which is identified as the defining challenge for the decade. • Content bundling has evolved into a critical structural pillar to acquire millions of new users in India, Indonesia, and Thailand, while helping platforms in Japan, Korea, and Australia retain subscribers.

• Streaming platforms are shifting their primary business strategy from aggressive subscriber acquisition to monetization through ad-supported tiers, premium content, and live sports. • Fox Corporation, FuboTV, and CuriosityStream are highlighted as top stocks to watch as they leverage bundles and international originals to attract both advertisers and cost-conscious users. • This transition is critical as PwC projects global entertainment and media revenues to reach $3.5 trillion by 2029, with advertising spending expected to outpace consumer spending.