Tim Mulligan

Tim is MIDiA's research director and senior video analyst. His research focus is streaming TV, and the intersection between established and emerging monetisation and engagement models for consuming TV and film. Underpinning this is a focus upon the business strategy and financial environment around which video services compete. Supporting this supply side coverage is a detailed overview of the consumer dynamics driving engagement from fandom to subscription challenges and video ad responsiveness.

MIDiA Research video streaming subscription forecasts 2021-2027
Margins eclipse reach as developed markets dominate revenue growth

Cover image for MIDiA Research video streaming subscription forecasts 2021-2027
Tim Mulligan
Streaming
Apple
Video
This report presents the key figures, trends and drivers of MIDiA’s video streaming forecast model. The figures presented in this report are in billions of US dollars unless otherwise stated. An Excel file posted alongside this report provides complete country-level data, as well as a detailed methodology statement.
Read more …

The new chair of the FTC and antitrust 2.0

Cover image for The new chair of the FTC and antitrust 2.0
Tim Mulligan
Anti-trust
Monopoly
Lina Khan
The appointment of Lina Khan on June 15th to chair of the Federal Trade Commission (FTC) is poised to be a transformational one in the history of the world wide web. Khan came to prominence with an article in the Yale Law Journal, Amazon’s Antitrust Paradox , which identified the paradox of hegemonic tech service providers which bypass the US’ strict competition laws by offering lower prices to the end consumer.
min read
Read more …

Netflix versus Amazon Prime Video – depth versus breadth

Cover image for Netflix versus Amazon Prime Video – depth versus breadth
Tim Mulligan
SVOD
d2c
Netflix
The first half of 2021 has been a year of continued change and disruption for subscription video. The global incumbent subscription video on demand (SVOD) leaders, Netflix and Amazon Prime Video, have been busy signalling to the financial markets how they intend to entrench their market dominance in light of the ongoing market acquisition pushes unleashed by the D2C disruptors following the D2C ‘big bang’ moment of Q4 2019 – Q2 2021.
min read
Read more …

Why video streaming needs to stop fighting the last consumer war

Cover image for Why video streaming needs to stop fighting the last consumer war
Tim Mulligan
Silver Streamer
SVOD
d2c
Video streaming services have achieved mainstream engagement, with binge viewing now eclipsing linear TV viewing as the leading form of TV show consumption. While the digital disruptors may revel in their newfound status as the masters of TV consumption, and the TV and film industry are forced to adapt to this new reality, a subtler shift in mindset needs to occur.
min read
Read more …

Why Netflix is now the canary in the peak streaming coal mine

Cover image for Why Netflix is now the canary in the peak streaming coal mine
Tim Mulligan
Netflix
SVOD
d2c
After 10 years of uninterrupted growth, culminating in the entertainment bonanza of the great lockdown of 2020, Netflix is now post-growth after missing Q1 subscriber targets. Cue a 10% fall in Netflix’s share price, and angst-ridden analytical pieces about how Netflix is now losing market share, both in absolute growth (the streaming service missed its Q1 2021 subscriber target), and in engagement time.
min read
Read more …

Sports Fans Consumer Snapshot Q1 2021

Cover image for Sports Fans Consumer Snapshot Q1 2021
Tim Mulligan
Video
Introduction This slide deck presents sports fans consumer snapshot covering video services, live-TV sports viewing, sports highlights viewing, free live digital sports viewing, device viewing, sports betting, fantasy sports penetration, TV genre preferences and sports type preferences.
Read more …

The first virtual Oscars makes the Academy Awards look a lot like the real world

Cover image for The first virtual Oscars makes the Academy Awards look a lot like the real world
Tim Mulligan
Oscars
2021 Oscars
Video
Yesterday saw the 93rdAcademy Awards take place. Better known to the movie-consuming public as the Oscars, the 2021 ceremony was ground breaking in a number of crucial ways. Despite being held (as ever) in LA, the twin venues of Union Station and Dolby Theatre were the COVID-complaint hubs of the first ever virtual Academy Awards ceremony, making the prestigious Oscars join the long list of live events which are now performed primarily in the digital ether.
min read
Read more …

Why is D2C okay for HBO, but not Manchester United?

Cover image for Why is D2C okay for HBO, but not Manchester United?
Tim Mulligan
Streaming
The Super League
Video
A decade-long threat from Europe’s wealthiest football clubs to break away and form a league of its own has finally become a reality with the announcement of the formation of the Super League.AC Milan, Arsenal, Atlético Madrid, Chelsea, Barcelona, Inter Milan, Juventus, Liverpool, Manchester City, Manchester United, Real Madrid and Tottenham Hotspur have all joined as founding clubs, with a further three expected to join prior to the start of the inaugural season commencing in August.
min read
Read more …

Video consumer snapshot Q4 2020
US, Canada, Australia, UK, Germany, France, Sweden, South Korea, Brazil

Cover image for Video consumer snapshot Q4 2020
Tim Mulligan
Video
Mobile content
Audience Insight
This slide deck presents consumer demand for video subscription services and streaming consumption, with detail for streaming services and video consumption preferences. The data is pulled from MIDiA’s Q4 2020 Consumer Survey fielded in the US, UK, Australia, Canada, Germany, France, Sweden, South Korea, and Brazil.
Read more …