David Sanderson highlights data indicating that the top eight SVOD services control only 36% of movie titles and 55% of TV series, with the majority of subscription content spread across hundreds of smaller niche platforms. He argues that this fragmentation creates challenges for consumer discovery and for studios seeking to monetize catalog content, and positions infrastructure and data providers like Reelgood, which indexes titles across platforms and markets, as key to enabling better licensing and catalog value strategies.
This reframes streaming from a battle of tentpoles to a fragmentation problem with commercial upside. Tens of thousands of catalog titles are effectively invisible to mainstream discovery — a structural inefficiency that depresses licensing fees, advertising yield, and long-term catalogue value. Whoever builds reliable indexing, rights-tracking, and licensing plumbing becomes the gatekeeper for long-tail monetization, personalization, and reduced churn. For execs and investors, the highest-return play may not be another big show but the data and API stacks that map where content actually lives and turn hidden titles into measurable revenue.
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