MIDiA Blog - Page 87

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.

Spotify May Already Be Too Big for the Labels to Stop it Competing With Them

Cover image for Spotify May Already Be Too Big for the Labels to Stop it Competing With Them

Mark Mulligan

26 Oct 2018

independent record labels

Spotify’s Daniel Ek is betting big on developing a ‘two sided marketplace’ for music . With the company’s market cap on a downward trend despite strong growth metrics , Ek might find himself having to play up the disruption narrative more boldly and more quickly than he’d planned.

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Twitter’s Q3 Earnings Usher in The New Normal For Public Tech Companies

Tim Mulligan

25 Oct 2018

Twitter Q3 earnings

Today’s Twitter Q3 earnings represents a signature change in big tech and the value criteria ascribed to publicly traded consumer facing tech companies. For the first time in Twitter’s five years as a public company, it has reported a decline in worldwide monthly active users (MAUs).

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Discovery Taking PGA Tour Golf Global

Alistair Taylor

24 Oct 2018

Eurosport-parent Discovery and the PGA Tour have unveiled GolfTV , an upcoming international golf-centric subscription video on demand (SVOD) service. The announcement follows a 12-year, $2 billion June agreement granting Discovery the international rights to distribute PGA Tour content outside the US.

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Quick Take: Will Stream Djing be the Renaissance of Soundcloud?

Zach Fuller

19 Oct 2018

After a difficult two yearsthat saw acquisitions fall through and a lack of meaningful uptake of its subscription service, SoundCloud have needed some positive news. Reveredwithin the creator community though still struggling to make a profit, SoundCloud CEO Kerry Trainorannounced today at Amsterdam Dance Eventthat DJs will soon be able to mix and perform by streaming material from SoundCloud’s catalogue within DJ software programs.

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Netflix Q3: The SVOD Giant Pushes On, but the Tail Risks Are Mounting

Tim Mulligan

17 Oct 2018

Yesterday’s Q3 earnings results for Netflix were welcomed by a Wall Street unnerved by last week’s US stock sell off and fear that the tech majors, the growth engine for the 10-year bull run,are losing momentum.

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Spotify, DistroKid and the Two Sided Marketplace

Mark Mulligan

17 Oct 2018

spotify as a label

Spotify has taken a minority stake in DistroKid . In itself, it may be a slightly left field but relatively insignificant move, except that it is in fact one small but important step on a much bigger journey.

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Event Postponed

Mark Mulligan

17 Oct 2018

Just to confirm that tonight's MIDiA Event is not taking place. The event has been postponed and we will announce the new date shortly.

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Is Rugby in a state of crisis?

Alistair Taylor

12 Oct 2018

Consumer behaviour

The value of Rugby has suffered another major blow in what has already been a tumultuous year financially for the sport. The asking price for the Six Nations title sponsorship has plunged 64% to just £6 million ($7.

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The Fan Bingbing Story and What it Means for China’s 2018 Video Transformation

Tim Mulligan

11 Oct 2018

Chinese box office

China has come a long way in short time in video. Going hand in hand with the dramatic economic expansion the Country has experienced, China’s domestic box office alone increased 19-fold between 2007 and 2017 to an estimated $8.

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Facebook Launches Its Smart Speaker: A Few Strategic Considerations For Portal

Cover image for Facebook Launches Its Smart Speaker: A Few Strategic Considerations For Portal

Zach Fuller

9 Oct 2018

Earlier this year, MIDiA predicted that Facebook would join the smart speaker market. A TV dongle or smart speaker: It makes strategic sense for Facebook to develop a TV dongle like Amazon’s Fire Stick or smart speaker like Apple’s HomePod, to give it a hardware foothold in the home—something that Oculus clearly is not going to be anytime soon, if ever.

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Advertising Week New York: The Dynamic, the Dead and the Dangerous

Georgia Meyer

9 Oct 2018

activist brands

Colin Kaepernick

Notoriously overwhelming, this week’s AWNY ramped activities up even further, expanding the number of stages from 8 to 12. A disorientating amount of content to navigate and a somewhat amusing metaphor for today’s digital consumer.

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Looking for the Music in Tencent Music

Cover image for Looking for the Music in Tencent Music

Mark Mulligan

5 Oct 2018

The Tencent Music Entertainment (TME) F1 filing makes for highly interesting reading, but don’t expect copious amounts of data to give you an inside track in the way that Spotify’s F1 filing did. Instead TME’s F1 bears much closer resemblance to iQyi’s F1, namely a basic level of KPIs, lots of market narrative and even more space assigned to explaining all of the risks associated with investing in a Chinese company.

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Making Free Pay: Fine-tuning Freemium

Cover image for Making Free Pay: Fine-tuning Freemium

Mark Mulligan

3 Oct 2018

Streaming is transforming music and TV business models, driving growth in both audiences and revenue. A balance between free and paid tiers and services has been key to this success, but, growth is not always balanced, and as we approach maturity in many western markets, more may be needed of free, ad supported options.

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Google Reveals Interactive YouTube Ad Tools as it Prepares to Compete with Amazon

Zach Fuller

2 Oct 2018

digital advertising

Ads on YouTube are about to get a lot more interactive. With competition from Amazon heating up, Google is doubling down on the competitive advantage of its video assets, namely YouTube’s unrivalled position as a how-to video domain, compared to Netflix and Amazon Prime Video’s more premium offerings.

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Tencent Announces Strategic Pivot, Focusing On Cloud and AI

Alistair Taylor

2 Oct 2018

business services

Chinese regulators

Chinese tech major Tencent announced its first restructuring in six years and third in its 20 year history, including creating a new division to focus on business services such as cloud computing. This pivot comes off the back of the Chinese regulators freezing approvals for games licenses, a key contributor to Tencent’s revenue and an overall tightening in government regulations, which has seen a severe reduction in gaming approvals since March .

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The State of California Goes Head to Head with The US Department of Justice on Net Neutrality

Tim Mulligan

2 Oct 2018

21st Century Fox

The Golden State is renowned for doing things differently from the rest of the US and, yesterday, its liberal credentials were reiterated by California Governor Jerry Brown signing net neutrality legislation into state law.

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Can ESPN+ Provide Pay-TV Networks Model To Address Declining Subscribers?

Alistair Taylor

28 Sep 2018

ESPN+, Disney’s sports-centric streaming video on demand (SVOD) service, has gained more than one million paying subscribers in just over five months following its launch in April 2018 , with Kevin Mayer, chairman, Direct-To-Consumer and International, The Walt Disney Company announcing : “Reaching one million paid subscribers is an important milestone for any video subscription service, but reaching this benchmark in such a short amount of time is an incredible testament to the teams from DTCI and ESPN who have worked tirelessly to bring this product to market and continually improve it since our April launch.

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Can Xbox All Access Help Microsoft Tip The Games Console Market Share In Its Favour?

Karol Severin

26 Sep 2018

As you probably know by now, Microsoft launched Xbox All Access in the US. It is a bundle deal offering an Xbox console and a two year access to Xbox Game Pass and Xbox Live – all this in return for 24 monthly payments of $21.

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Comcast Has won The First Round Of The New World Media War

Tim Mulligan

24 Sep 2018

On Saturday Comcast won the auction battle between itself and rival 21 st Century Fox For the 61% of the company which Fox does not own. In a dramatic end to the three stage bidding process, Comcast offered £4 billion ($6 billion) more than Fox’s bid which was backed by Disney, which will inherit the 39% of Sky still owned by Fox when it completes its $71.

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Sirius XM Acquires Pandora: Greater Than The Sum Of Their Parts?

Cover image for Sirius XM Acquires Pandora: Greater Than The Sum Of Their Parts?

Zach Fuller

24 Sep 2018

Amazon Prime Music

media acquisitions

In the latest example of media acquisitions, though one less likely to flood the headlines as Comcast’s purchase of Sky, Sirius XM has announced it will be purchasing streaming service Pandora for $3.

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