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.

Peacock Gets Ready to Ruffle Some D2C Feathers

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Tim Mulligan

22 Jan 2020

On January 16 th , US communications behemoth Comcast (owner of NBCUniversal) held an investors day to provide much-needed clarity around its forthcoming direct-to-consumer (D2C) service Peacock. Of the big four D2C services due to launch in a 12-month period between H2 2019 and H2 2020, Peacock is ...

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The Challenge for Global D2C Growth in 2020

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Tim Mulligan

17 Jan 2020

2020 promises to be a big year for direct-to-consumer (D2C) services, with Warner Media’s HBO Max and Comcast’s Peacock set to join Apple TV+ and Disney+ in the battle to win streaming audience share both in the US and beyond.

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Netflix Bewitches the Internet

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Tim Mulligan

9 Jan 2020

Andrzej Sapkowski

Netflix, the current subscription video on demand (SVOD) global leader, has topped Wikipedia searches for the second week of 2020 with its new fantasy scripted drama original, The Witcher . The show is based upon a story universe created by Polish author Andrzej Sapkowski, which originated in ...

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Enter the Dragon: Netflix Steps Closer to Borderless Content with Korea’s CJ ENM

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Tim Mulligan

2 Jan 2020

This Monday Netflix quietly announced a new strategic partnership with potentially far-reaching ramifications for how it weathers the direct-to-consumer (D2C) storm of 2020. The December 30 th press release officially announced the production and output deal agreed on November 21 st &nb...

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The Future Has Finally Arrived – Streaming Supplants Pay-TV

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Tim Mulligan

16 Dec 2019

direct-to-consumer

It was a long time in coming, but what was always on the horizon has now become a reality as subscription video on demand (SVOD) has finally supplanted pay-TV to become the main paid video consumption format.

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20/20 Vision
MIDiA Research Predictions 2020

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Alistair Taylor, Amanda Stears, Karol Severin, Keith Jopling, Mark Mulligan, Tim Mulligan and Zach Fuller

December 2019

Apple

Spotify

Discovery

In this report MIDiA Research analysts present their predictions for what will be the big trends in digital media and tech across music, video, media, brands, marketing, games and sports in 2020 and the coming decade. Companies and brands mentioned in...

Is Comcast’s D2C Move Primarily Digital Peacocking?

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Tim Mulligan

9 Dec 2019

Digital Peacocking

On January 16 th 2020, Comcast will be holding an investor day meeting to provide further clarity around Peacock – its forthcoming ad-supported direct to consumer (D2C) video streaming service. The focus of the meeting will be to address “the overarching strategy for the platform”.

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Disney+ Has Tapped the Cultural Zeitgeist with the Mandalorian

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Tim Mulligan

6 Dec 2019

The Mandalorian

With 10 million sign ups in its first day (per The Verge ),there is no doubt that Disney+ has tapped strong latent demand in what is already a highly saturated US streaming video market. What differentiates market insurgent Disney+ from incumbent Netflix is that it is trading on big individual brand...

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Why Apple Wants The Father of Dragons On Board

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Tim Mulligan

20 Nov 2019

Game of Thrones

The November 1 st launch of Apple TV+ has thrust the world’s leading personal device company into the increasingly frenetic world of TV. While the TV networks have long battled for supremacy over ratings and talent, leading SVOD service Netflix aggravated the market by aggressively bidding f...

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Why BritBox Is the Switzerland of the D2C Era

Tim Mulligan

11 Nov 2019

Last Thursday marked the official UK launch of BritBox –the British broadcasting industry’s answer to the D2C services currently redefining how viewers consume TV shows. Britbox launched in 2017 and built up a subscriber base of 650,000 in the US and Canada on the back of being able to position ...

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Disney FY 2019 Results – The Final Sanity Check Before Everything Changes

Tim Mulligan

8 Nov 2019

We are now less than a week away from possibly the most important day in Disney’s 21stcentury history, as November 12this when its direct to consumer (D2C) service Disney+ goes live. While we will not have meaningful numbers come through until the end of the first calendar quarter of 2020, the wei...

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How the D2C Revolution Might Accelerate an Impending Recession

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Tim Mulligan

30 Oct 2019

peak attention economy

Recessions are notoriously difficult to accurately predict, and the next global recession is still hovering on the edge of reality. The macro-economic view is increasingly gloomy, with the ongoing Brexit process in Europe being exacerbated by increasingly fraught trade disputes between the US and Ch...

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Recession Impact
How an Economic Downturn Could Reshape Digital Media

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Alistair Taylor, Amanda Stears, Karol Severin, Keith Jopling, Mark Mulligan, Tim Mulligan and Zach Fuller

October 2019

Apple

Spotify

Amazon

Ten years on from the credit crunch, the global economy could be poised to enter another economic recession. Many of the underlying causes of the credit crunch remain in place, due to governments lacking the appetite for the structural reform required to right the faults in the global financial system that catalysed the slowdown.

What Banijay’s Interest in Endemol Shine Tells Us About TV Show Fandom

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Tim Mulligan

23 Oct 2019

With Vivendi-backed Banijay on the verge of acquiring Endemol Shine this week, we are entering a new era of monetising fandom in the on-demand streaming era. Banijay is reportedly offering $2.2 billion to acquire the Disney/Apollo-owned production company famous for producing hits for two very diffe...

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Streaming Video Metrics Go Mainstream

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Tim Mulligan

18 Oct 2019

After a week engaging with streaming professionals on both sides of the Atlantic at MIPCOM in Cannes and the NAB New York Streaming Summit, two key themes have emerged. MIPCOM – D2C Big Bang Reflection This has been another big week in the streaming evolution of video.

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Direct to Consumer 1.1
Video’s Big Bang Moment

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Tim Mulligan

October 2019

Streaming

Apple

Spotify

2019 marks the biggest shift in the US video market since Netflix’s pivot into streaming in 2007. Apple, Disney and AT&T-owned Warner Media are preparing for their direct-to-consumer (D2C) launches into the US market in Q4 2019/Q1 2020. How they fare will have a significant impact on the global evolution of video subscriptions.

Why the D2C Era Is About to Begin in Earnest

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Tim Mulligan

11 Oct 2019

direct-to-consumer

Next month Apple TV+ and Disney+ will launch, followed by Warner Media’s HBO Max in Q1 2020 and NBCUniversal’s Peacock in April – making the next six months pivotal in the evolution of direct-to-consumer (D2C) video adoption both in the US and beyond.

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US Streaming Video
How Ad Supported Will Reshape the Market

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Tim Mulligan

October 2019

Streaming

Apple

YouTube

In the shift to streaming, advertising has been sidelined by the growth of streaming video on demand (SVOD) in the US video market. However, Hulu’s growth, along with increasing competition for consumers’ digital wallet, is helping to make the case that there is an opportunity to replicate traditional pay-TV’s subscription and advertising mod...

Is Apple Preparing for Its First Oscar?

Tim Mulligan

3 Oct 2019

Last week’s story that Apple is getting into the movie business to bolster its premium video positioning – if officially confirmed – would follow on the well-trodden path established by the current direct-to-consumer (D2C) leaders: Netflix and Amazon.

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Welcome to the Post-Peak Emmys

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Tim Mulligan

27 Sep 2019

Digital audiences

Sunday night saw the 71 st Emmy Awards broadcast live on Fox. Traditionally the Emmys have been the cornerstone of TV production credibility alongside the BAFTAs. However, the Oscars of the TV industry is facing two existential challenges which threaten its relevance: plummeting ratings, and the ong...

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