Tim Mulligan

Netflix as blockbuster behemoth?

Blog post by Tim Mulligan

19 Jan 2021

Today Netflix announces its Q4 2020 results. Widely recognised as one of the standout business winners of 2020, Netflix avoided any D2C ‘Big Bang ’ disruption by seeing its dominant streaming…

The Roaring Sporting 20s
India’s Digitally-Savvy Sports Market Leads the Way in Innovation and Engagement

Cover image for The Roaring Sporting 20s

Report by Tim Mulligan, Alistair Taylor and Srishti Das

18 Jan 2021

The 20,000 Foot View: Touted as the home of the next billion online consumers, India’s rapid adoption of digital media services has been driven by the explosion in smartphone adoption over the last few…

Does the video streaming world need Struum?

Blog post by Tim Mulligan

11 Jan 2021

This spring, a new start-up will arrive on the scene for US video streaming consumers. Called Struum , it plans to offer a solution to an ongoing challenge of the streaming era – the need for reaggregation.…

2021 TV show demand starts with a very familiar look

Blog post by Tim Mulligan

4 Jan 2021

As 2020 drew to a close the top in-demand shows by Wikipedia page views in the US were dominated by direct-to-consumer (D2C) disruptors Disney+ and HBO Max , with streaming video hegemon Netflix displaced…

Disney+ and HBO Max tip Netflix’s crown

Blog post by Tim Mulligan

22 Dec 2020

As 2020 draws to a close, the year that was always going to be defined for the TV industry by the streaming direct-to-consumer ‘big bang moment ’ exceeded even the most ambitious demands of the…

Broken Windows -
How Streaming Is Redefining the Movie Proposition

Report by Tim Mulligan

21 Dec 2020

The 20,000 Foot View: COVID-19 significantly reduced theatrical movie releases and has necessitated a shift to streaming premiers for studios, especially those with recently launched direct-to-consumer…

While Disney+ grabs the D2C limelight, Amazon Prime continues its steady expansion

Blog post by Tim Mulligan

18 Dec 2020

Disney+ spent last week being the centre of attention in the direct-to-consumer (D2C) space with its Investor Day presentation on December 10th . During the four-hour presentation, Disney rightly made…

Blockbuster disruption comes to the streaming wars courtesy of HBO Max

Blog post by Tim Mulligan

8 Dec 2020

An unprecedented year for the entertainment industry has now taken yet another decisive turn. Last Thursday Warner Media’s CEO Jason Kilar announced that all Warner Bros’ 2021 releases will be…

Why Condé Nast believes Netflix is the new Vogue and Vanity Fair

Blog post by Tim Mulligan

2 Dec 2020

The digital revolution has not been kind on the print magazine industry. In the pre-digital world media power resided on access to coverage on the front pages of style and culture arbiters such as Vogue…

Q3 2020 US AVOD Consumer Deep Dive
The Roku Channel, Pluto TV, Tubi TV and IMDb TV

Cover image for Q3 2020 US AVOD Consumer Deep Dive

Report by Tim Mulligan

27 Nov 2020

The 20,000 Foot View: Ad-supported video on demand (AVOD) continues to lag behind subscription video on demand (SVOD) in a US market still heavily focused on paid subscriptions. AVOD weekly active engagement…

The curious growth in the streaming power of factual

Blog post by Tim Mulligan

25 Nov 2020

Back in August, CuriosityStream, a subscription video service specialising in factual content, announced a merger agreement with Software Acquisition Group, a special purpose acquisition company (SPAC).…

2021 Predictions
The Year of the Immersive Web

Report by Mark Mulligan, Tim Mulligan, Karol Severin, Alistair Taylor and Hanna Kahlert

23 Nov 2020

The 20,000 Foot View: In this report MIDiA Research analysts present their predictions for what will be the big trends in digital media and tech across music, video, brands, marketing, games and sports…

Why TikTok’s regulatory countdown has been extended yet again

Blog post by Tim Mulligan

20 Nov 2020

One of the many knock-on effects of this month’s US Presidential election has been the temporary reprieve granted to social video app TikTok. The app is owned and operated by ByteDance, the Beijing-based…

Disney+, one year on…

Blog post by Tim Mulligan

10 Nov 2020

On Thursday 12 November, Disney will announce its Q4 (Calendar Q3) earnings. The date is particularly poignant, as it is exactly one year since Disney launched its direct-to-consumer (D2C) service Disney+…

The video streaming shift from sports to news

Blog post by Tim Mulligan

5 Nov 2020

Yesterday the Sinclair Broadcast Group reported its Q3 2020 results . A 37% increase in consolidated revenues was undone by a $4.2 billion impairment on the local sports segment due to the COVID-19 disruption…

The Case for News in Video D2C Services

Report by Tim Mulligan

30 Oct 2020

The 20,000 Foot View: Digital disruption of the traditional pay-TV landscape was led by subscription video on demand (SVOD) services using scripted drama to gain consumer adoption, one of pay-TV’s…

No Time to Die contemplates a streaming future

Blog post by Tim Mulligan

28 Oct 2020

A big story over the previous two months in the film industry has been the role of streaming to help fill the pandemic-induced gap in theatrical release schedules due to the shuttering of cinemas around…

No surprise: Quibi bows to the market realities for its six-month old video service

Blog post by Tim Mulligan

22 Oct 2020

Much-hyped premium short-form mobile video start-up Quibi has bowed to the inevitable and announced the closing of the service. In an open letter posted on Medium yesterday, Jeffrey Katzenberg and…

Disney puts its best digital foot forward for its 97th birthday

Blog post by Tim Mulligan

13 Oct 2020

The 11 months since Disney launched its direct-to-consumer (D2C) service Disney+ have been the most challenging and disruptive of its near century-long history. Founded 97 years ago on Friday (October…

Netflix provides a masterclass in weaponising TV show fandom with Ratched

Blog post by Tim Mulligan

9 Oct 2020

Back in February 2018, Netflix shocked the TV world by poaching showrunner Ryan Murphy away from pay-TV network Fox. Murphy’s $300 million five-year deal was one of the many disruptive fallout consequences…