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.

Snapshot
UK Q1 2020 Consumer Engagement for MMA and Boxing

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Tim Mulligan and Alistair Taylor
Audience Insight
Methodology This mini report is a review of trends and data established on MMA and boxing engagement from Q3 2019 to Q1 2020 in the leading English-speaking markets of the US, UK, Canada, and Australia. MIDiA Research fields quarterly brand tracker consumer surveys in key countries for insight data and aggregates 3rd party indicator data to track demand globally from Wikipedia and google searches, as well as social and critique sites.
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Post-Pandemic Programming
Surviving and Thriving in the Recession

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Mark Mulligan, Tim Mulligan, Karol Severin, Alistair Taylor, Keith Jopling and Hanna Kahlert
Apple
Apple
live
COVID-19 caused dislocation and disruption to the global entertainment business. Now, the recession and the prospect of further pandemic peaks have created an unprecedented outlook for entertainment companies. Many of the shifts that occurred during lockdown will define the new market dynamics.
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Does Apple and augmented reality equal Apple TV+ 2.0?

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Tim Mulligan
Bloomberg announced on Wednesday that Apple is planning to integrate augmented reality (AR) into its video subscription service Apple TV+.The new feature will debut next year and allow viewers to access optional AR content – such as characters and objects from Apple TV+ shows – through their iPhones or iPads.
min read
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Q2 2020 UK Video Consumer Deep Dive

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Tim Mulligan
Apple
YouTube
YouTube
UK video engagement in Q2 2020 remains primarily a two-horse race between subscription-based Netflix and ad-supported YouTube, which returned to dominance with 55% weekly average user penetration – three percentage points higher than Netflix. Against this trend new streaming entrant Disney+ has achieved 16% weekly average user penetration, underlying the rising competition between the subscription-based and ad-supported video streaming alternatives as the UK streaming market matures.
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Recovery Economics: What the post-lockdown world looks like for TV

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Tim Mulligan
Video
brave new world
recovery economics
As the quarter of the world that experienced the COVID-19 lockdowns start to fitfully open up again, the realisation that the world has irrevocably changed is starting to settle in. With the highly contagious virus still causing secondary waves of infection in multiple countries, the need to plan for a COVID-compliant future in TV production is now becoming paramount.
min read
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Netflix Q2 2020 earnings: Lockdown revenue windfall but performance expected to fall

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Tim Mulligan
Video
Netflix
Netflix q2
H1 2020 has been particularly good for Netflix. Q1 2020 saw record subscriber growth of 27.8 million net additions and its original content has dominated viewer interest over the previous six months. The current top three most-viewed Wikipedia TV show pages are all Netflix originals, with D2C challenger Peacock’s Brave New World coming in at fourthplace (Source MIDiA Index ).
min read
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D2C Big Bang Impact, H1 2020
English-speaking Markets

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Tim Mulligan
Apple
Amazon
Apple TV
With HBO Max and Peacock just coming into market, the key challengers for Netflix and Amazon Prime Video’s current SVOD dominance are Disney+ and Apple TV+, which both launched midway through Q4 2019. Disney+ rapidly moved into a strong third position in all four markets (US, UK, Canada, Australia), while Apple TV+’s lack of content depth is flatlining its growth in the same markets.
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Is streaming making it harder and more expensive for consumers to access video content?

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Tim Mulligan
Video
Streaming
Apple TV+
Back in 2007, Netflix made its famous pivot from being a subscription postal DVD rental provider to becoming an on-demand video streaming provider. Fast forward 13 years and the entire TV industry has now been disrupted, with 53% of US consumers in Q1 2020 now paying for subscription video on demand (SVOD) services (source  MIDiA Research  Q1 Consumer Survey).
min read
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Q2 2020 TV Show Demand
Latin America

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Tim Mulligan
This slide deck highlights consumer demand indicators for TV shows, with details for titles and genres for Wikipedia page views across seven Latin America countries for June 11, 2020. Wikipedia page views are strong indicators of incipient viewing as unlike a Google search, a viewer has made an active decision to find out more about a show.
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