MIDiA Blog - Page 63

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.

A brutal Q2 pressures Disney to erode the theatrical release window

Cover image for A brutal Q2 pressures Disney to erode the theatrical release window

Tim Mulligan

6 Aug 2020

A tough financial Q1 2020 was followed by an awful financial Q2 for Disney, with the media major reporting its first quarterly loss since 2001. With 35% of the entertainment conglomerate’s revenues originating from its theme parks business in 2019, the COVID-19-imposed cessation of live entertainment was always going to hit Disney disproportionately heavily.

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COVID-19 hit major labels much harder than it did Spotify

Cover image for COVID-19 hit major labels much harder than it did Spotify

Mark Mulligan

5 Aug 2020

Streaming revenue

major label streaming revenue

COVID-19 was always going to have a significant impact on the music business, and with the Q2 results for all of the major music companies now in we can start to look at just how big that impact has been so far.

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We are at a turning point for social music

Cover image for We are at a turning point for social music

Mark Mulligan

4 Aug 2020

In recent days we have seen three major developments that, collectively, are a potential pivot point for social music: 1. TikTok close to a US-entity buyout by Microsoft to avoid potential sanctions, following hot on the heels of an India blackout 2.

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Q2 success and congressional hearings: Facebook, Apple, Amazon and Google on the spot

Cover image for Q2 success and congressional hearings: Facebook, Apple, Amazon and Google on the spot

Hanna Kahlert

3 Aug 2020

As the global coronavirus pandemic descended, MIDiA predicted that while tough times were ahead some winners were bound to emerge. With increased time on their hands and few alternatives to digital entertainment, consumers were bound to turn to their home tech ecosystems to cope with a new normal in lockdown.

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Has live streaming suddenly become music's primary format (and artist revenue stream)?

Cover image for Has live streaming suddenly become music's primary format (and artist revenue stream)?

Keith Jopling

31 Jul 2020

It seems like the longer Covid 19 hangs around, the more desperate the live music business starts to sound. In a telling recent interview with Bob Lefsetz, Marc Geiger made his view clear that not next year but 2022 will be the year the live music business can truly come back to life ‘as normal’ (and, given pent-up demand by then, possibly bigger than ever for the venues and promoters still on the scene).

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Quick take: Xbox’s future is cross-platform, PlayStation’s is cross-entertainment

Cover image for Quick take: Xbox’s future is cross-platform, PlayStation’s is cross-entertainment

Karol Severin

30 Jul 2020

playstation now

If Fortnite showed us anything, it’s that the future of entertainment is about monetising fandom – not just consumption and access to content. Games are perfectly positioned to help monetise fandom across all entertainment fields.

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TwitchSports: Amazon throws sports into the starting line-up

Cover image for TwitchSports: Amazon throws sports into the starting line-up

Alistair Taylor

29 Jul 2020

Amazon-owned Twitch is no newcomer to sports. However, in a deliberate move to double down, Amazon has conceded that it needs to improve the discoverability of live sporting events for its platform users – so, as of last Wednesday, ‘Sports’ has become a standalone category with the return of Twitch.

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The end of the pay-TV era: AT&T gets behind HBO Max

Cover image for The end of the pay-TV era: AT&T gets behind HBO Max

Tim Mulligan

28 Jul 2020

The Q2 2020 AT&T financial results were not pretty. Net income for the company was down 61% year-on-year (YoY). While operating expenses were down marginally by 0.1%, the real cost to the communications major came from two fronts – its massive corporate debt pile and its imploding video subscriber base.

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DAZN’s belated UK launch: Can it avoid Eleven Sports’ 'mistake’?

Cover image for DAZN’s belated UK launch: Can it avoid Eleven Sports’ 'mistake’?

Alistair Taylor

24 Jul 2020

Media & Marketing

DAZN, the anointed ‘Netflix of Sport’, has announced plans to resume launching its services globally via a beta service covering boxing bouts In July and August, for users who have registered their interest, free of charge, ahead of DAZN’s revamped imminent global rollout.

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How games continue to drive a cultural shift

Cover image for How games continue to drive a cultural shift

Karol Severin

24 Jul 2020

cultural insight

The strides gaming has made in recent years regarding its cultural relevance are hard to ignore. Twenty years ago, consumers defined their cultural image through the music they listened to, the clothes they wore and the sports teams they supported.

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Reach for the win: BT Sport to air UEFA Champions League final on YouTube

Cover image for Reach for the win: BT Sport to air UEFA Champions League final on YouTube

Alistair Taylor

23 Jul 2020

Media & Marketing

UK pay-TV incumbent BT Sport has announced it will air this year’s (COVID-delayed) UEFA Champions League (UCL) final free-to-air (FTA) on Google-owned YouTube. YouTube’s head of sport in EMEA, Tomos Grace confirmed the move with SportsPro Media :“BT Sport have been amazing partners for YouTube and we’re very privileged to be working with them.

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Recovery Economics: What the post-lockdown world looks like for TV

Cover image for Recovery Economics: What the post-lockdown world looks like for TV

Tim Mulligan

22 Jul 2020

brave new world

recovery economics

As the quarter of the world that experienced the COVID-19 lockdowns start to fitfully open up again, the realisation that the world has irrevocably changed is starting to settle in. With the highly contagious virus still causing secondary waves of infection in multiple countries, the need to plan for a COVID-compliant future in TV production is now becoming paramount.

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The hidden value of esports audiences

Cover image for The hidden value of esports audiences

Karol Severin

20 Jul 2020

Esports video viewers are becoming more interesting to brands and media companies. Increasingly more focus is now put on accurately valuing esports audiences. Gamers (and even more so, esports viewers) are valuable segments in terms of money and time spent across the attention economy.

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

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

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

Cover image for Why Spotify needs Russia

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

Cover image for NBCUniversal hopes to draw level with Premier League move

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

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

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

Cover image for How the DNA of a hit has changed over 20 years

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

Cover image for Welcome to the world of digital autarky

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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