MIDiA Blog - Page 64

Read our latest daily deep dives, hot takes, and exciting updates about the entertainment world. Check out the latest insight from your favourite analyst, or search by coverage areas - music, entertainment and fandom, creator economy and social.

Netflix Q2 2020 earnings: Lockdown revenue windfall but performance expected to fall

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Tim Mulligan

17 Jul 2020

H1 2020 has been particularly good for Netflix. Q1 2020 saw record subscriber growth of 27.8 million net additions and its original content has dominated viewer interest over the previous six months. The current top three most-viewed Wikipedia TV show pages are all Netflix originals, with D2C challenger Peacock’s Brave New World coming in at fourthplace (Source MIDiA Index ).

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Why Spotify needs Russia

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Mark Mulligan

16 Jul 2020

Spotify’s delayed Russia launch finally happened this week . While it did not drive a stock price growth like the Josh Rogan deal did (the stock closed just 1 cent higher than the previous day’s close) it will actually prove much more important in the medium term.

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NBCUniversal hopes to draw level with Premier League move

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Alistair Taylor

15 Jul 2020

With Comcast’s NBCUniversal-owned Peacock launching today (July 15th), sports fans will be excited ahead of NBCU’s repositioning of its English Premier League (EPL) rights, giving paying subscribers access to 175 fixtures for the 2020/2021 season on its over-the-top (OTT) streaming service.

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Sony buys stake in Epic Games: Small equity, large impact

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Karol Severin

13 Jul 2020

Sony has made a strategic investment of $250 million to acquire a minority stake in Epic Games. According to Venture Beat , Sony will own 1.4% of the company, valuing Epic Games at $17.86 billion. While the size of the deal does not afford Sony any direct legal control, it opens up a number of doors and is an important step in its cross-entertainment strategy.

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How the DNA of a hit has changed over 20 years

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Mark Mulligan

13 Jul 2020

the song economy

Updated on 13/03/2025: Five years is a long time in the fast-changing music industry. To see how the DNA of a hit has evolved since this blog was published, check out our latest post by MIDiA's music researcher, Olivia Jones: " How the DNA of a hit changed in the last five years ".

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Welcome to the world of digital autarky

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Tim Mulligan

8 Jul 2020

2020 has thus far proved to be a year of unexpected disruption across business and the geo-political landscape as the international order adapts to the global pandemics and rising nationalism.The post second world war international framework which has brought unprecedented prosperity and stability to the world is now starting to fray.

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Quick Take: Amazon’s pull-back of Crucible is a setback, but don’t sign it off just yet

Cover image for Quick Take: Amazon’s pull-back of Crucible is a setback, but don’t sign it off just yet

Karol Severin

6 Jul 2020

Amazon has decided to pull the release of its game, Crucible, back to beta following feedback from early users. Much of the games community is taking jabs at Amazon about its lack of gaming DNA and deeming this a failure.

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Time to stop playing the velocity game

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Mark Mulligan

3 Jul 2020

music marketing

We all know that streaming has transformed consumption and business models alike, but this is not a ‘now-completed’ process. Instead, it is one that continues to evolve at pace, and the dynamic of pace is the pivotal variable.

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FuboTV adds key sporting rights to portfolio following Disney deal

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Alistair Taylor

2 Jul 2020

Sporting rights

FuboTV, the US over-the-top (OTT) internet-delivered TV service launched back in January 2015 as a soccer-centric proposition. In that time it has established itself as a niche distributor of live streams of MLS and LatAm soccer matches to US, Canadian and Spanish audiences.

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Netflix $17 billion budget staves off Disney and HBO Max competition

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Tim Mulligan

30 Jun 2020

As Netflix increases its annual content budget from the $13.9 billion in 2019 to an estimated $17 billion in 2020, the global video streaming leader is responding to the competitive threat posed by its new D2C rivals by doubling down on content.

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Device sales key to Apple TV+ ROI

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Tim Mulligan

25 Jun 2020

During its WWDC 2020 event on Monday, Apple reminded the world that Apple TV+ reachesone billion screens. This is an officialrestatement of Apple Originals contributor Oprah Winfrey at last year’s Showtime event.

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Ninja’s next move crucial, as Apple Rejects Facebook Gaming App

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Karol Severin

24 Jun 2020

games streaming

For the lack of better word, times are about get crazy for the mid-to-top tier end of games streamers and creators as the content wars heat up, so here are some observations and hopefully some useful pro bono guidance for creators and companies as they try to make sense of all that has been happening around Mixer, Ninja and Facebook (and in a way Apple, as you’ll see).

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Innovation via Free-to-air Highlights Missed Opportunity to date for the EPL

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Alistair Taylor

24 Jun 2020

Sporting rights

Following live sports’ hiatus due to the coronavirus pandemic, the English Premier League (EPL) saw two of the top three most-watched matches in league history occur last weekend. The previous record of 4.

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Music Subscriber Market Shares Q1 2020

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Mark Mulligan

23 Jun 2020

music subscribers

music subscriber market shares

WWDC would have been a perfect opportunity for Apple to announce another streaming milestone for Apple Music. It didn’t but the good news is that MIDiA already have a figure for Apple Music, as part of our latest music subscriber market shares.

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The Song Economy Part 2 - strategies for making songs (even) bigger

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Keith Jopling

22 Jun 2020

In ‘ The Song Economy is just getting started ’ I looked at how major catalogue songs such as Journey’s Don’t Stop Believin’, Toto’s Africa and Mariah Carey’s All I Want For Christmas Is You had all spent many years accumulating streams (audio and video), radio plays and ultimately for their copyright owners, revenues.

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Is streaming making it harder and more expensive for consumers to access video content?

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Tim Mulligan

19 Jun 2020

Back in 2007, Netflix made its famous pivot from being a subscription postal DVD rental provider to becoming an on-demand video streaming provider. Fast forward 13 years and the entire TV industry has now been disrupted, with 53% of US consumers in Q1 2020 now paying for subscription video on demand (SVOD) services (source MIDiA Research Q1 Consumer Survey).

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Media Companies Divesting From Games Is A Double-Edged Sword

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Karol Severin

17 Jun 2020

Just a couple of weeks ago MIDiA Research wrote about Endeavor selling off its Epic Games stake . Now it has emerged that AT&T is looking to sell off Warner Bros Interactive Entertainment (WBIE), the games arm of Warner Media.

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Just what is Tencent’s Endgame?

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Mark Mulligan

16 Jun 2020

Tencent’s combined $200 million investment in WMG follows on the heels of its $3.6 billion joint investment in Universal Music. It is hardly Tencent’s first investments in music, having spent $6.2 billion on music investments since 2016.

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Bain Capital Fashions Itself Goal-Scoring Opportunity with Tabled Serie A Offer

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Alistair Taylor

16 Jun 2020

Italian football league Serie A is attracting suitors for an equity share, following a €3 billion ($3.4 billion) ‘tentative offer’ made by Bain Capital for 25% of the league. This opened up competition with equity rival CVC Capital Partners, which offered €2.

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What PlayStation 5 Tells Us About Sony's Trajectory

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Karol Severin

12 Jun 2020

PlayStation put on an impressive showcase of 20+ upcoming titles, culminating in presenting the design of its new console, PlayStation 5, due to launch later this year. Though no launch date, price or any other details were announced, Sony’s presentation communicated a lot about its strategy.

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