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.

Welcome to the new era of pandemic programming

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Tim Mulligan
As 25% of the world gets used to a second month of lockdown following the public health crisis unleashed by the COVID-19 pandemic, the impact on video continues to grow. Propositions in this new landscape are benefitted by increased entertainment time available (MIDiA Researchhas identified that formerly-commuting consumers have an additional 15% available entertainment time in the locked-down world).
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Tech Major Market Shares 2019
Amazon Powers Ahead

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Mark Mulligan, Tim Mulligan, Karol Severin and Alistair Taylor
The tech majors are power players in the global digital content marketplace through a combination of their own content services, ad monetisation and control of audiences via devices, search and social. While advertising and services revenues are still a minority of total tech major revenues, the share is substantial, and revenues are growing fast.
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Disney+ launches in the UK on the first day of a national lockdown

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Tim Mulligan
The last two weeks have been dramatic for public companies in the wake of extreme investor reactions to the still unknown long-term economic impacts of the global coronavirus pandemic. However, media major Disney is in the fortunate position of launching its family-centric Disney+ streaming service in the UK on the first day of a UK national lockdown, with kids now being home-schooled and parents nervous about their financial futures particularly disposed towards the competitive pricing deals being offered for year-long subscription discounts.
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Entertainment unleashed in an era of universal basic income

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Tim Mulligan
As the abnormal becomes the new normal following the official confirmation that the world has entered into a global pandemic event, the looming potential recession and enforced home entertainment experiment provides a glimpse into how the future might look in a decade-plus when universal basic income (UBI) could well make entertainment the most valuable economic activity on the planet.
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Why Disney+’s Sky distribution deal is likely to become mainstream among D2C competitors

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Tim Mulligan
Today the UK’s dominant pay-TV operator, Sky, announced a partnership with media major Disney+ to grow its UK subscriber base prior to its official UK launch on March 24th. Sky currently operates Now TV, its own subscription video on demand (SVOD) service, and is owned by Comcast – which is launching its own direct-to-consumer (D2C) service Peacock next month.
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Awareness and Demand Indicators for Disney+ versus Apple TV+

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Tim Mulligan
Awareness and Demand Indicators for Disney+ versus Apple TV+ in Q4 2019 / Q1 2020 On November 1st 2019 Apple TV+ launched, followed by Disney+ on November 12th. Both services represent flagship direct-to-consumer (D2C) services, headed by a dominant tech major and a dominant media major respectively – representing the diverging strategic drivers behind the 2019/2020 D2C big bang moment.
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20 Million Is the Magic Number for Disney Today

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Tim Mulligan
Today Disney announces its Q1 2020 numbers, with Wall Street expected to laser-focus upon the first available numbers for Disney+ since its launch on November 12th of 2019. Disney+ is the key direct-to-consumer (D2C) service underpinning Disney’s pivot into streaming, which it formally announced at its investor’s day presentation back in April 2019.
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