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.

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Snapshot
UK Q1 2020 Consumer Engagement for MMA and Boxing

Tim Mulligan and Alistair Taylor

11 Sep 2020

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 d...

Jack Ryan and the trinity of awareness, viewing, and fandom

Tim Mulligan

10 Sep 2020

In a locked-down world now dominated by home entertainment, the traditional video streaming subscription giants Netflix and Amazon are up against direct-to-consumer (D2C) entrants Disney+, Apple TV+, HBO Max and Peacock domestically.

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Post-Pandemic Programming
Surviving and Thriving in the Recession

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

9 Sep 2020

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.

Is HBO Max about to disrupt Netflix domestically with relevant scripted drama?

Tim Mulligan

3 Sep 2020

Video Online video Streaming video

When Warner Media executives commissioned the retro gothic horror original Lovecraft Country for its new flagship streaming service HBO Max, they could not have imagined just how on message the show would prove to be.

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Does Apple and augmented reality equal Apple TV+ 2.0?

Tim Mulligan

28 Aug 2020

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 iPh...

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MIDiA’s UK video consumer deep dive Q2 2020 report

Tim Mulligan

20 Aug 2020

YouTube Netflix Streaming video

MIDiA Research has published its Q2 2020 UK Video Consumer Deep Dive report, with an update on where the leading streaming services are and how they have adapted to the ongoing disruption wrought by COVID-19.

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Q2 2020 UK Video Consumer Deep Dive

Tim Mulligan

19 Aug 2020

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, underl...

A brutal Q2 pressures Disney to erode the theatrical release window

Tim Mulligan

6 Aug 2020

Video Mulan Disney+

A tough financial Q1 2020 was followed by an awful financial Q2 for Disney, with the media major reporting its first quarterly loss since 2001. With 35% of the entertainment conglomerate’s revenues originating from its theme parks business in 2019, the COVID-19-imposed cessation of live entertainm...

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The end of the pay-TV era: AT&T gets behind HBO Max

Tim Mulligan

28 Jul 2020

Video at&t HBO Max

The Q2 2020 AT&T financial results were not pretty. Net income for the company was down 61% year-on-year (YoY). While operating expenses were down marginally by 0.1%, the real cost to the communications major came from two fronts – its massive corporate debt pile and its imploding video subscr...

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Recovery Economics: What the post-lockdown world looks like for TV

Tim Mulligan

22 Jul 2020

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 fo...

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Netflix Q2 2020 earnings: Lockdown revenue windfall but performance expected to fall

Tim Mulligan

17 Jul 2020

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 challe...

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D2C Big Bang Impact, H1 2020
English-speaking Markets

Tim Mulligan

14 Jul 2020

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 fl...

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Recovery Economics
Post-Lockdown TV

Tim Mulligan

8 Jul 2020

Apple Amazon Streaming video

As society emerges from the COVID-19 imposed lockdown, the ongoing impact on TV production will be significant; returning to normal means adapting to the constraints of social distancing. The increased use of sound stages and green screen facilities will become the norm in the absence of a COVID-19 vaccine.

Welcome to the world of digital autarky

Tim Mulligan

8 Jul 2020

Video autarky TikTok

2020 has thus far proved to be a year of unexpected disruption across business and the geo-political landscape as the international order adapts to the global pandemics and rising nationalism.The post second world war international framework which has brought unprecedented prosperity and stability t...

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Netflix $17 billion budget staves off Disney and HBO Max competition

Tim Mulligan

30 Jun 2020

Video Netflix Disney

As Netflix increases its annual content budget from the $13.9 billion in 2019 to an estimated $17 billion in 2020, the global video streaming leader is responding to the competitive threat posed by its new D2C rivals by doubling down on content.

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Device sales key to Apple TV+ ROI

Tim Mulligan

25 Jun 2020

Video Apple AppleTV+

During its WWDC 2020 event on Monday, Apple reminded the world that Apple TV+ reachesone billion screens. This is an officialrestatement of Apple Originals contributor Oprah Winfrey at last year’s Showtime event.

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Recovery Economics
Outlook for Music, Games, Video & Sports

Mark Mulligan, Tim Mulligan, Karol Severin and Alistair Taylor

19 Jun 2020

Video Recorded music Music streaming

MIDiA analysts present in this webinar report 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 and flourish in the post-lockdown era.

Is streaming making it harder and more expensive for consumers to access video content?

Tim Mulligan

19 Jun 2020

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...

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Q2 2020 TV Show Demand
Asia-Pacific

Tim Mulligan

18 Jun 2020

asia pacific Video streaming TV show

This slide deck highlights consumer demand indicators for TV shows, with details for titles and genres for Wikipedia page views across 15 Asia-Pacific 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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Q2 2020 TV Show Demand
Latin America

Tim Mulligan

18 Jun 2020

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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