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.

Q2 2020 TV Show Demand
Europe

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Tim Mulligan
Video
This slide deck highlights consumer demand indicators for TV shows, with details for titles and genres for Wikipedia page views across 16 European 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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HBO Max’s Existing IP Is Emerging as Its Key Asset

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Tim Mulligan
HBO Max
Video
One week into the HBO Max launch and its competitive edge is starting to show in an area which streaming services are not best known – their existing intellectual property. The new season 4 of adult animation  Rick and Morty  has been airing on Adult Swim, one of Warner Media’s pay-TV networks and for the last week on HBO Max – Warner Media’s new launched direct-to-consumer (D2C) service.
min read
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California Plans To Reopen Studios, But Return to Normality Will Take Much Longer

Tim Mulligan
Video
Last week Gary Newsom, the governor of California announced the imminent rolling out of measures this week for the resumption of production of Hollywood movies and TV Shows. Los Angeles County, where the majority of the production studios are based will be excluded in the first phase as it prepares itself to meet the state of California’s criteria on testing, deaths and hospitalisations that would allow production to restart.
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D2C 2020
Media, Tech and Communications Majors Go Head to Head

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Tim Mulligan
US
UK
Italy
The current division between the new video D2C entrants of 2019/2020 has revealed a strategic split between those that are leveraging established distribution advantages versus those focused on monetising existing content assets. The current market distortions wrought by the ongoing COVID-19 epidemic have placed power firmly in the hands of services able to leverage zeitgeisty originals combined with libraries of proven content and brand assets.
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YouTube Ad Revenue Continues To Grow But For How Much Longer?

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Tim Mulligan
Alphabet
digital ads
FAANG
On Tuesday (28th April), Alphabet, the holding company for Google released its Q1 2020 results. The performance of Google is hugely important across both the digital economy and the financial sector. Google and Facebook between them account for the overwhelming majority of digital advertising outside of China, and Google is the G in the FAANGs – the tech major stocks that largely drove the US bull market, which came to a brief yet shuddering halt last month as the magnitude of the COVID-19 pandemic revealed itself to Wall Street.
min read
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