Mark Mulligan | MIDiA Research

Recovery Economics
Bounce Forward not Back - Slides

Mark Mulligan, Tim Mulligan, Karol Severin and Keith Jopling

June 2020

Video

Music

Games

MIDiA analysts present in this webinar how the entertainment industries can plan not to simply bounce back, but to rebuild their value propositions and supply chains to adjust to the realities of the new normal. The recording is available here ....

New Webinar on What Comes After Lockdown

Mark Mulligan

9 Jun 2020

coronavirus

Covid-19

Games

Want to know what happens in the post-Lockdown era? Join us for our free-to-attend Recovery Economics webinar tomorrow (Wednesday 10thJune) at 4pm BST / 11am EST / 8am PT for insight on music, radio, games, TV, sports and media.

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Artists are Learning How it Feels to be a Songwriter

Mark Mulligan

8 Jun 2020

artist income

Artists

broken record

The ‘broken record’ streaming debate that continues to rage on is a natural consequence of the instantaneous collapse of live music revenue following lockdown. As soon as it was clear that live was going to be gone for some time , MIDiA predicted that the artist backlash against streaming royalties would be a natural, unintended consequence .

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The Global Music Industry Will Decline in 2020

Mark Mulligan

3 Jun 2020

live music decline

live music forecasts

music industry forecasts

Sorry to be the bearer of bad tidings but the global music industry will decline in 2020. Although we are now nearing the post-lockdown era in many countries across the globe, we are only just at the start of the recession phase that is coming next.

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Spotify Q1 2020 Earnings
First Signs of Pre-Recession Weakness

Cover image for Spotify Q1 2020 Earnings

Mark Mulligan

May 2020

Spotify

Alphabet

Business Strategy

2020 was a solid quarter for Spotify but showed early signs of COVID-19 impact across premium and especially ad supported. With a global recession looming, these may be the first signs of vulnerability in a challenged economic climate. Companies and brands...

Recovery Economics | Bounce Forward not Back

Mark Mulligan

28 May 2020

commute

Covid-19

COVID-19 social distancing measures caused unprecedented dislocation to the entertainment economy. With a recession now a question of ‘how bad’ rather than ‘if’, entertainment companies have to adapt their businesses and identify new partners to maximise opportunities in the post-lockdown era.

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The Music Industry’s Next Five Growth Drivers

Mark Mulligan

22 May 2020

creator tools

Fandom

fitness

The risk with trying to imagine what the future might look like is to simply think it is going to be a brighter, shinier version of today. At this precise moment in time, this has perhaps never been truer.

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Recovery Economics
Post-Lockdown Innovation

Mark Mulligan, Tim Mulligan, Karol Severin, Alistair Taylor and Keith Jopling

May 2020

Business Strategy

Audience Insight

COVID-19 social distancing measures caused unprecedented dislocation to the entertainment economy. With a recession now a question of ‘how bad’ rather than ‘if’, entertainment companies have to adapt their businesses and identify new partners to maximise opportunities in the post-lockdown era.

The Future of Live

Mark Mulligan

20 May 2020

Fortnite

Games

live

The almost total cessation of live music has sent shockwaves throughout the wider music industry. Though live companies are clearly at the epicentre, labels and streaming services are the in the blast radius too as the gaping hole left in most artists’ income is causing them to question their other income sources, streaming especially – with both labels and DSPs in the sights.

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Radio is Switched On Again
Strategies for 2020 and Beyond

Cover image for Radio is Switched On Again

Keith Jopling and Mark Mulligan

May 2020

Spotify

YouTube

BBC

Just what is radio? Radio is branded and produced show content known best in the form of live (or pre-recorded) broadcast. However, the definition of ‘radio’ is shifting away from the broadcast format and towards the content produced – programmes or shows – made available on-demand anywhere, via radio apps, smart speakers and podcasts.

Artists – Have Your Voice Heard

Mark Mulligan

12 May 2020

Artist survey

Artists

midia artist survey

MIDiA is fielding its third biannual Artist Survey. Our two surveys last year were very successful and got hundreds of artist responses. MIDiA’s artist surveys takes the pulse of the artist community and provides this information back to the artist community.

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Recovery Economics
Music, Games, Live Streams and the Future of Concerts

Mark Mulligan, Karol Severin and Keith Jopling

May 2020

live music

live

Artists

In April 2020 Travis Scott’s Fortnite event pulled in 27 million players. While this was happening, the global artist community was scrambling to plug the income and engagement gap caused by COVID-19’s cessation of live music, by turning to live streaming.

What is the value of exposure when exposure is all there is?

Mark Mulligan

6 May 2020

Covid-19

Music

There is an existential debate going on at the moment, around whether streaming is paying artists enough. It may feel like a rerun of old debates but it is catalysed by COVID-19 decimating artist income.

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The IFPI Confirms 2019 was the Independents' Year for Streaming

Mark Mulligan

4 May 2020

Independent labels

majors

Record labels

UPDATE: this post has been updated to correct an erroneous data point. Previously it stated that independent market share was 41%. It has been corrected to 29% Recently I wrote about how a little-known Spotify statistic revealed that independents (labels and artists) outperformed the majors on its platform in 2019 .

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Travis Scott has Only Scratched the Surface of Music Games Tie Ups

Mark Mulligan

1 May 2020

Artists

coronavirus

Covid-19

In February 2019 Marshmello caused ripples of almost tidal proportions across the music business when 10.7 million Fortnite fans watched him perform a ‘concert’ in the game. Then in April 2020 Travis Scott followed in his shoes with his own Fortnite concert, pulling in 12 million players.

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Spotify Q1 2020: Choppy Waters Ahead

Mark Mulligan

29 Apr 2020

coronavirus

Covid-19

potify

Spotify’s first quarter earnings were a mixed bag, with a largely positive picture for Q1 but some warning signs for the remainder of the year: Subscribers: Spotify’s Q1 earnings may not have matched Netflix’s for over-performance but subscriptions did show over performance, reaching 130 million, one million above MIDiA’s pre-COVID forecasts.

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India Music Consumer Behaviour
Fragmentation and Disruption

Cover image for India Music Consumer Behaviour

Mark Mulligan and Srishti Das

April 2020

Consumer behaviour

Spotify

YouTube

This report presents key trends and analysis from MIDiA’s Q1 2019 India Consumer Survey, including streaming music activities, radio, streaming app users, factors driving streaming adoption and subscriptions. Companies and brands mentioned in this report:...

Independents Grew Fastest on Spotify in 2019, But There’s a Twist

Mark Mulligan

28 Apr 2020

Independent artists

Independent labels

Major labels

Tomorrow (Wednesday 29 th April) Spotify announces its Q1 2020 results, at which point we will find out whether it had a COVID-bounce like Netflix did ( adding 15.8 million subscribers in Q1 ) or whether growth slowed.

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COVID-19
Impact on Entertainment Demand and Behaviours

Mark Mulligan, Tim Mulligan, Karol Severin, Alistair Taylor, Keith Jopling and Hanna Kahlert

April 2020

Free Report

Spotify

Amazon

Netflix

COVID-19 is having a clear and direct impact on the entertainment and media industries, driven by investor uncertainty – resulting in plummeting share prices – and restrictions on movement of people leading to quickly-transforming consumer behaviour patterns.

Lockdown Listening and the Independent Artist

Mark Mulligan

24 Apr 2020

coronavirus

coronavirus covid-19

Covid-19

After an initial lockdown lull, streaming levels are – on the surface – beginning to normalise. Underlying the macro-level normalisation, ‘lockdown listening’ is in fact resulting in dramatic shifts in listening behaviour, from using the commute time for activities other than listening to music, through using smart devices to listen at home to spending more time on YouTube.

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