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.

Why the launch of Artists’ Equity and the return of Bob Iger are both driven by fandom

Cover image for Why the launch of Artists’ Equity and the return of Bob Iger are both driven by fandom
Tim Mulligan
Artists’ Equity
Ben Affleck
Matt Damon
On Sunday, the New York Times broke the story that Matt Damon and Ben Affleck are launching a new production company called Artists’ Equity. The production venture is backed by RedBird Capital Partners (who have committed $100 million to fund the venture) and aims to expand profit participation alongside a “talent-friendly” environment for creatives.
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Unlocking the saturation conundrum
Key video trends going into 2023

Cover image for Unlocking the saturation conundrum
Tim Mulligan, Hanna Kahlert, Samuel Griffin and Ben Woods
A key challenge confronting the video streaming landscape in the current attention inflation era is maintaining engagement. Up until now, video streaming has been fixated on growth. In a saturated marketplace buffeted by the cost-of-living crisis, the strategic focus has shifted towards retention both of in terms of subscribers for subscription video on demand (SVOD) and users for ad-support video on demand (AVOD).
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A resurgent Netflix has reassured Wall Street despite the warning signs appearing in emerging markets

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Tim Mulligan
Netflix
Netflix Q3 2022
emerging markets
Netflix Q3 2022 results were well received by the financial markets, with NFLX shares up 14.4% in after-hours trading. This follows a challenging year for the world’s largest subscription video on demand (SVOD) service, one that saw its first-ever global membership decline in Q1 2022 and resulted in its stock price declining by a third.
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Amazon touches down with a new streaming era for NFL and a boost to Prime membership

Cover image for Amazon touches down with a new streaming era for NFL and a boost to Prime membership
Tim Mulligan
streaming tv
NFL
Thursday Night Football
On September 15th, Amazon Prime Video aired its first Thursday Night Football ( TNF ) match under its new$1 billion-per-yeardomestic broadcast rights deal . Amazon’s decision to become the exclusive broadcaster (via Prime Video and Twitch) has meant that all NFL fans outside of the local markets of the playing teams (which Amazon syndicates out to local broadcast-TV stations as part of the terms of the deal) must have a Prime subscription in order to watch the TNF games.
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Content is king, distribution is queen but retention is revolutionary

Cover image for Content is king, distribution is queen but retention is revolutionary
Tim Mulligan and Hanna Kahlert
Free Report
Video
Music
Games
Retention is the new cornerstone of subscription in an era of accelerating disruption. On the 22nd of September, 2022, at 4:30 pm BST, MIDiA's lead video analyst, Tim Mulligan, will be joined by Nada Arnot, SVP of Marketing at BritBox, Nii Mantse Addy, CMO and Head of Marketing at Philo, Nina Laricheva, CEO of Marquee TV, and Hanna Kahlert, Media and Marketing analyst at MIDiA Research.
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Why Netflix is doubling down on strengthening its media fusion IP moat

Cover image for Why Netflix is doubling down on strengthening its media fusion IP moat
Tim Mulligan
commissioning
retention
Assassins Creed
It has been a difficult year for Netflix so far. 2022 has brought some home truths to a growth strategy that had become complacent in the wake of the streaming service’s Covid bounce, and where Netflix’s mainstream brand recognition allowed it to capitalise on the 12% increase in home entertainment time made available during lockdown.
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