Posted by: Mark Mulligan See this analyst's reports

Japan Should Look to China for Future Streaming Growth

Posted on 30th January, 2019 by Mark Mulligan in China, China Streaming Market, Japan, Japan Music, Japan Music Revenues, Japan Streaming, KuGou, Kuwo, Line, Mora Qualitas, Smej, Sony Music Japan, Tencent, Tencent Music Entertainment, TME and We Sing

Japan is the world’s second largest recorded music market and accounts for 14% of the global total. However, Japan is not following the wider market path of surging streaming revenues…

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Ad-supported Strategies Are Playing A Growing Role In The Digital Economy

Posted on 21st January, 2019 by Mark Mulligan in Amazon, Apple, Attention Economy, Attention Economy Peak, Cambridge Analytica, Essence Global, Facebook, Freemium, Making Free Pay, Netflix, Playstation, Premium. Privacy, Sony, Spotify, Streaming, Subscriptions, Uk Tv, Vevo and Xbox

2018 was a big year for subscriptions, across music (Spotify on target to hit 92 million subscribers), video (global subscriptions passed half a billion), games (98 million Xbox Live and…

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Just Who Would Buy Universal Music?

Posted on 14th January, 2019 by Mark Mulligan in Access Industries, Artists Direct, Bolloré Group, Deezer, First Access Entertainment, Formula 1 Racing, Institutional Investors, Liberty Media, Live Nation, Major Label Market Shares, MLB, Pandora, Perform, Private Equity, Record Label Market Shares, Saavn, SiriusXM, Sme, Sony Music, The Atlanta Braves, UMG, Umg Market Share, Universal Market Share, Universal Music, Universal Music Investment, Universal Music Sale, Vincent Bolloré, Vivendi, Warner Music, WMG and Yannick Bolloré

Vivendi continues to look for a buyer for a portion of Universal Music. Though the process has been running officially since May 2018, the transaction (or transactions) may not close…

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Why Music and Video are Crucial to Apple’s Future

Posted on 7th January, 2019 by Mark Mulligan in Amazon, Amazon Prime, Apple, Apple Earnings, Apple Mno, Apple Music, Comes With Music, Handset Bundles, IHeart Media, Ipad, IPhone, Itunes Billing, Music Bundles, Netflix, Nokia, Nokia Comes With Music, Spotify, Streaming, Streaming Music, Streaming Video and Video Bundles

Apple’s downgraded earnings guidance represents its first profit warning in 10 years. This is clearly a big deal, and probably not as much to do with a weakening Chinese economy if Alibaba’s…

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