It is essential to trace the feedback when analyzing the dynamics here, because the decline in audiovisual investments is not the main trigger but a symptom of an underlying systemic structure.
The bottleneck lies in the economic model of platforms which, without external incentives, do not prioritize local production, a problem much earlier than this announcement of figures.
Streaming quotas, as shown by the SMA Directive in Europe, constitute a systemic adjustment to rebalance the flow of capital towards local creation, regardless of annual fluctuations.
For example, even without a specific decline that year, the French regime of the Higher Audiovisual Council (CSA) implemented funding obligations in 2021 for Netflix, recognizing the structural necessity of a contribution.
This is a feedback loop that amplifies the need for regulatory intervention, rather than a single event that initiates the decision.