Tim Mulligan

US Video Consumer Deep Dive
Q1 2020

Cover image for US Video Consumer Deep Dive

Report by Tim Mulligan

26 May 2020

The 20,000 Foot View: This report presents key trends and analysis from MIDiA’s quarterly Video Brand Tracker survey, including devices for viewing, video streaming activities, SVOD, demographics,…

California Plans To Reopen Studios, But Return to Normality Will Take Much Longer

Blog post by Tim Mulligan

26 May 2020

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…

Recovery Economics
Post-Lockdown Innovation

Report by Mark Mulligan, Tim Mulligan, Karol Severin, Alistair Taylor and Keith Jopling

20 May 2020

The 20,000 Foot View: COVID-19 social distancing measures caused unprecedented dislocation to the entertainment economy. With a recession now a question of ‘how bad’ rather than ‘if’, entertainment…

TikTok Steals a March On Disney

Blog post by Tim Mulligan

19 May 2020

Kevin Mayer who has been instrumental in leading the Disney direct-to-consumer (D2C) strategy has left Walt Disney Co. to become CEO and COO of TikTok, the disruptive social media app owned by Chinese…

Video Steps into the First On-Demand Recession

Blog post by Tim Mulligan

13 May 2020

A much-cited phrase used to quantify the recent run of cable and satellite TV subscriptions cancellations in the US has been “horrific”. In Q1 the leading publicly-reporting traditional pay-TV providers…

Disney’s Results for Calendar Q1 Underlines The Importance Of its D2C Pivot

Blog post by Tim Mulligan

7 May 2020

There was no dressing it up. Disney had a bad start to the year from a financial perspective. In its Q2 2020 (calendar Q1 2020) report the company announced an 85% decline in income from its continuing…

Does Virgin Media Plus O2 Equal A New UK Communications Major?

Blog post by Tim Mulligan

6 May 2020

Liberty Global which is the parent company of Virgin Media, is in talks with Telefonica subsidiary O2 about combining the two businesses together to create a new UK challenger to BT. Virgin Media is the…

How COVID-19 Catalysed Competitiveness Among The Video Majors

Blog post by Tim Mulligan

5 May 2020

While the previous two months of pandemic disruption has had a dramatic impact upon video streaming, the overall direction of travel for video has remained constant, with video streaming remaining the…

D2C 2020
Media, Tech and Communications Majors Go Head to Head

Report by Tim Mulligan

30 Apr 2020

The 20,000 Foot View: 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…

YouTube Ad Revenue Continues To Grow But For How Much Longer?

Blog post by Tim Mulligan

30 Apr 2020

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…

Historical and Crime Dramas Are Dominating Lockdown Viewing

Blog post by Tim Mulligan

29 Apr 2020

As a quarter of the world goes into a second month of lockdown some interesting trends are starting to emerge. First of all was the spike in TV and video consumption with linear viewing challenging…

COVID-19
Impact on Entertainment Demand and Behaviours

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

24 Apr 2020

Free Report

The 20,000 Foot View: COVID-19 is having a clear and direct impact on the entertainment and media industries, driven by investor uncertainty – resulting in plummeting share prices – and restrictions…

HBO Max Now Has Its Launch Date-Will This Turn Out To Be Good Or Bad Timing?

Blog post by Tim Mulligan

24 Apr 2020

On Tuesday, AT&T subsidiary Warner Media announced the launch date for its forthcoming D2C streaming video service HBO Max. On May 27 th HBO Max will launch into a world radically different from…

Netflix Q1 2020- Streaming’s First Financial Lockdown Update

Blog post by Tim Mulligan

22 Apr 2020

As the world continues to adjust to the new normal of lockdown, work and entertainment now revolves around the home. Over the past month a combination of consumer survey data, ratings announcements and…

Consumption and Production Impacts on TV and Video Streaming under Lockdown

Blog post by Tim Mulligan

21 Apr 2020

Unsurprisingly the UK government opted to extend lockdown for a further three weeks last week, and today will mark the first full month of lockdown for UK consumers. In the US 95% of the population is…

AVOD Steps Out Into the Lockdown Era

Blog post by Tim Mulligan

16 Apr 2020

Yesterday saw the soft launch of Peacock, the new direct-to-consumer (D2C) ad-supported video on demand (AVOD) and subscription video on demand (SVOD) hybrid app from NBCUniversal – the media subsidiary…

Tech Major Market Shares 2019
Amazon Powers Ahead

Cover image for Tech Major Market Shares 2019

Report by Mark Mulligan, Tim Mulligan, Karol Severin and Alistair Taylor

9 Apr 2020

The 20,000 Foot View: 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,…

Welcome to the new Era of Pandemic Programming

Blog post by Tim Mulligan

9 Apr 2020

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…

Today Quibi Launches into A Brave New World with Even Bigger Challenges Ahead

Blog post by Tim Mulligan

6 Apr 2020

When Quibi chose April 6 th as its US and Canada launch date, it could not have envisaged just how rapidly the world would have reprioritised its finite attention. Quibi’s go-to-market strategy…

Why Warner Media Is Investing in Incoming CEO Jason Kilar

Blog post by Tim Mulligan

3 Apr 2020

On Wednesday AT&T announced that Jason Kilar will become the new CEO of Warner Media on May 1 st 2020. The choice of Kilar speaks volumes about how the US communications major is…