Tim Mulligan | MIDiA Research

Re-creating the creator economy

Report by Mark Mulligan, Tim Mulligan, Karol Severin, Hanna Kahlert, Srishti Das, Kriss Thakrar, Ashleigh Millar, Tatiana Cirisano, Annie Langston and Richard Broadhurst

18 Aug 2022

£7,500.00 excl. VAT

Media and Marketing

Cultural Trends

20,000 foot view: Streaming first democratised the means of consumption, then distribution, and now production. Though the promise of the long tail may not have materialised quite as expected, long-tail...

Disney’s latest results means the media major is now at an inflection point

Blog post by Tim Mulligan

16 Aug 2022

Hybrid SVOD

Ad-support Subscriptions

SVOD

Last week’s Q3 22 (calendar Q2 22) earnings represented a high point in Disney’s transition to streaming juggernaut. With its number of global direct-to-consumer (D2C) subscribers now higher than Netflix,...

Netflix versus AMC – a tale of two fandoms

Blog post by Tim Mulligan

11 Aug 2022

Bridgerton

lean through

lean in

The last two weeks have witnessed two contrasting approaches toward the increasingly fragmented world of show fandom. First of all, it was revealed that Netflix has taken legal action against Abigail...

The video attention reboot
How video is being impacted by the attention recession

Cover image for The video attention reboot

Report by Tim Mulligan and Hanna Kahlert

29 Jul 2022

£3,000.00 excl. VAT

Critical Developments

attention recession

lean-through

20,000 foot view: With the attention recession in full swing following the lockdown boom, video is already feeling the pinch as evidenced by Netflix’s declining subscriber count. The mainstreaming...

Music IP as video content
Why music fandom is strategically important for D2C

Cover image for Music IP as video content

Report by Tim Mulligan

28 Jul 2022

£3,000.00 excl. VAT

music video

music genre

music ip

20,000 foot view: Music rights holders are keen to leverage artist IP in an increasingly competitive direct- to-consumer video landscape where appealing to silver streamers is a strategic play to minimize...

Why film has the creative full stop advantage

Blog post by Tim Mulligan

27 Jul 2022

Film

Movies

Hollywood

As the summer holidays begin, and Netflix starts feverishly planning for its strategic pivot into advertising, the impact of the unfolding attention recession will start being felt in video streaming....

Netflix loses but does streaming gain?

Blog post by Tim Mulligan

21 Jul 2022

Netflix churn

Netflix password sharing

Netflix Q2 2022

Netflix’s annus horribilis continued this Tuesday during its Q2 2022 result s as the company continued its 2022 subscriber loss with a further one million global subscriber loses. This comes on the back...

Why Netflix is partnering with Microsoft for video ad dominance

Blog post by Tim Mulligan

14 Jul 2022

advertising

SVODd advertising

netflix

Yesterday Netflix announced that it was partnering with Microsoft as its global advertising technology and sales partner to help it deliver upon its plan (announced in April) to build a new lower priced...

Why Top Gun: Maverick defines peak film in the streaming era

Blog post by Tim Mulligan

12 Jul 2022

Paramount+

Paramount

Top Gun

The film industry could be forgiven for thinking that the COVID induced disruption of the previous two years could be written off as an aberration in the long-term dominance of the live theatrical view...

The ad risk for Netflix

Blog post by Tim Mulligan

5 Jul 2022

SVOD

AVOD

netflix

At Netflix’s inaugural appearance at the Cannes Lions Festival two weeks ago, it was confirmed that it was indeed launching an ad-supported tier to its 221 million strong subscription video on demand...

The streaming retention revolution
Content is king, distribution is queen, but retention is revolutionary

Cover image for The streaming retention revolution

Report by Tim Mulligan

30 Jun 2022

£3,000.00 excl. VAT

Video

streaming retention

video monetisation

20,000 foot view: With video streaming transitioning into mainstream TV consumption, we have moved into the era of streaming TV. As a result, the early focus on gaining subscribers is making way for...

Why ads are Netflix’s podcast moment

Blog post by Tim Mulligan

28 Jun 2022

netflix

Netflix 3.0

Ted Sarandos

In the interim between Netflix’s worse than expected Q1 22 results and its looming Q2 22 results, Netflix is now rapidly moving forwards with an ad-supported tier for its previous ad-free subscription...

Why Paramount+ is landing in the UK at an inflection point for video streaming

Blog post by Tim Mulligan

21 Jun 2022

Paramount+

SVOD

Video

Tomorrow Paramount+ will launch in the UK, a market of key importance in the direct-to-consumer (D2C) landscape due to its size, high discretion income, and high levels of TV and video consumption. As...

Why (and how) Apple has now fundamentally disrupted sports

Blog post by Tim Mulligan

16 Jun 2022

Apple

AppleTV+

MLS

On Tuesday June 14th, Apple announced that it had secured the exclusive 10-year rights to broadcast the fastest growing football league in the world; the MLS. From 2023 through to 2032, live broadcast...

What Roku brings to an under-pressure Netflix

Blog post by Tim Mulligan

15 Jun 2022

netflix

roku

Video

Rumours are swirling in the streaming world that under-fire Netflix could be about to acquire Roku. For the world’s leading streaming video on demand (SVOD) service to even consider acquiring a leading...

Retention and engagement are both key to streaming resilience in 2022

Blog post by Tim Mulligan

7 Jun 2022

retention

engagement

attention recession

The great video subscriber gains made between the D2C big bang era of 2019 and 2021, and the engagement gains of the Covid-19 pandemic, are being eclipsed by the increasing pressures of the attention...

The end of BBC Four and CBBC heralds the start of streaming realism for the BBC

Blog post by Tim Mulligan

1 Jun 2022

BBC

Video

business strategy

Last week’s announcement by BBC’s director general Tim Davie that the BBC is scrapping its two linear TV channels, BBC Four and CBBC, was both bold and pragmatic. The BBC is arguably going through...

Metaverse
Future scenarios for smart TVs

Report by Tim Mulligan

31 May 2022

£3,000.00 excl. VAT

metaverse

VR

virtual reality

20,000 foot view: Metaverse smart TV opportunities are currently nascent as clarity about the overall growth of the metaverse concept is still emergent. From a smart TV OEM perspective, a focus on future-proofing...

The Attention Recession
How inflation and the pandemic are reshaping entertainment

Report by Mark Mulligan, Tim Mulligan, Karol Severin, Hanna Kahlert, Tatiana Cirisano and Annie Langston

27 May 2022

Free Report

Video

Music

Games

With the recent announcement of the 0.2 million subscriber drop in Netflix’s Q1 2022 figures, and Spotify seeing slower paid user growth, MIDiA’s predicted attention recession has come into fruition....

Why the attention and macro economy lights are flashing for subscription video

Blog post by Tim Mulligan

24 May 2022

attention recession

subscription video on demand

cost of living impacts

Recessions are all about timing. What can make great sense for a consumer and an ambitious business in a time of plenty can flip to being perceived as expensive and profligate in a time of financial uncertainty....