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Quick Take: Twitch and Amazon’s Advertising Strategy  

Zach Fuller
It is the fastest growing segment of the business and yet until recently no one seems to have addressed the extent to which Amazon’s advertising is becoming an increasing force in ad land. Now that’s its online gaming streaming platform Twitch is targeting over $1 billion in annually in advertising, will the next two years see the e-commerce and cloud giant meaningfully break the digital ad duopoly held by Alphabet and Facebook? Firstly, some figures: Amazon’s advertising business could deliver as much as $8/9 billion USD for 2018.
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Facebook Becomes A Player In Indian Sports Rights

Tim Mulligan
Despite the shock to Facebook’s growth narrative in the first half of 2018, the social media giant is not standing still in rolling out its global content strategy. First came the Cambridge Analytica data leaking scandal in April and then the unprecedented 20% plunge ($120 billion – equivalent to the loss of nearly four Spotifys) in its market cap in July, instigated by a decline in daily active users (DAUs) in Q2 2018.
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Disney Q3 Earnings: The Painful Transition To Direct-To-Consumer

Tim Mulligan
Yesterday a besieged Bob Iger, chairman and CEO of Walt Disney Co. had to defend his company’s Q3 (calendar Q2) results against the inflated demands of Wall Street. Disney has come out with a bold strategy to compete directly with subscription video on demand (SVOD) services, with the announcement of its intent to launch a direct-to-consumer Disney originals content proposition in 2019, alongside the launch of streaming sports service ESPN+ in April 2018 .
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The Changing Streaming Sports Landscape Is A Pre-Cursor For What Is To Come

Alistair Taylor
The sports landscape fundamentally changed when tech major Amazon won the exclusive rights to package F in the landmark English Premier League (EPL) rights deal in June. The acquisition of key rights previously held by traditional TV networks represents the culmination of a succession of market shifts: Declining traditional broadcast sports viewingAn ageing TV sports audienceTransition of sports consumption to online and mobile,The emergence of SVOD sports services In light of this downturn and a fall in the consumption of sports content on traditional linear TV, moves are being made into the subscription video on demand (SVOD) space, with Disney’s new direct-to-consumer flagship sports SVOD service ESPN+ leading the charge.
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Are Record Labels Facing an A&R Crisis?

Mark Mulligan
A succession of conversations with record labels over the last couple of months has made me start to ponder whether we are approaching a tipping point in streaming era A&R. At the heart of the conversations is whether the growing role of playlists and the increased use of streaming analytics is making label A&R strategy proactive or reactive? Is what people are listening to shaped by the labels or the streaming service? To subvert Paul Weller’s 1980s Jam lyrics: Does the public get what the public wants or does the public want what the public gets? An old dynamic reinvented Radio used to be the main way in which audiences were essentially told what to listen to.
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