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Pop Culture2025-09-25

Global Streaming Content Wars Intensify, Shifting Media ETF Investment Strategies

As competition among global streaming platforms — Netflix, Disney+, Apple TV+, and others — heats up over content investment, the media industry landscape is undergoing rapid transformation. With the growing global popularity of K-content, investment opportunities in content production and distribution ETFs are expanding.

AdminMedia Industry Weekly

As the global streaming market grows to an annual scale of $500 billion, content has emerged as the core competitive differentiator for platforms. In particular, the global success of K-dramas and K-pop has sharply elevated the investment value of Korean content, making it an ideal time to revisit media investment strategies using a portfolio calculator.

Surging Content Investment by Global Streaming Platforms

Content investment by streaming platforms is expanding to record levels — Netflix is committing $17 billion to content production in 2025, while Disney has allocated $10 billion to expanding its Marvel and Star Wars franchises. This wave of investment is directly benefiting content studios, production companies, and post-production firms, driving significant improvements in earnings across the sector.

The Growing Global Influence of K-Content

The global success of Korean content such as “Squid Game,” “Kingdom,” and “Crash Landing on You” has driven sharp stock price gains for domestic studios and platforms. As companies like CJ ENM, Studio Dragon, and HYBE actively attract foreign investment, K-content is being revalued on the global stage. The rebalancing calculator classifies K-content as a core growth driver within global media investing and recommends increasing its portfolio allocation.

Conclusion

The intensification of the streaming content wars is creating new opportunities for companies with superior content libraries. In particular, the global success of K-content is significantly raising the investment value of domestic media companies. 💡 Use the portfolio calculator to determine the optimal weighting for media content in your investment portfolio.

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