MIDiA Blog - Page 92

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.

Why Vivendi Is Selling 50% of Universal Music Group

Zach Fuller

31 Jul 2018

Critical Developments

This really sets the cat amongst the pigeons. Following months of rumours that suggested French media giant Vivendi would spin off UMG into a separate entity via an IPO, the Bollore owned company have instead announced they will be selling off 50% of the company within the next 18 months.

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Are Record Labels Facing an A&R Crisis?

Mark Mulligan

30 Jul 2018

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 ...

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Culture Bubbles: Is Trap the Disco of the 2010s?

Zach Fuller

27 Jul 2018

cultura bubbles

The tipping point in the 2015 film The Big Short, based on Michael Lewis’s book on the 2008 financial crisis, is when it dawns on Steve Carrell’s character upon traveling down from New York City to Florida, that a plethora of unstable loans had been granted to people with very little prospects o...

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Wall Street Begins to Unfriend Facebook

Tim Mulligan

26 Jul 2018

Yesterday (July 25 th ) Facebook announced its Q2 earnings and the results were not what the big financial speculators were looking for. Revenue for the quarter was $13.32 billion versus the $13.36 billion consensus estimate.

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DC Universe Is The First Strategic Move In The Next Round of Direct-To-Consumer Offerings

Alistair Taylor

25 Jul 2018

Warner Bro’s long awaited DC Universe subscription video on demand (SVOD) service is nearing its grand unveiling, having now decided upon a pricing plan. This is the latest of a long list of examples where networks and operators have realised the growing consumer shift from traditional pay-TV to o...

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Snapchat Cuts Snapcash but Continues to Grow Commerce Strategy

Georgia Meyer

25 Jul 2018

Almost four years after launching Snapcash Snap has decided to call time on the peer-to-peer payment service. On the surface Snapcash was set up to facilitate simple transfers of money between friends.

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YouTube Fights to Retain Social Talent from Social Video Disruptor IGTV

Tim Mulligan

24 Jul 2018

Yesterday news broke about Alphabet-owned YouTube offering lucrative contracts to its top social talent, to ensure that they post their videos first on the video platform. The driving force behind these six-figure loyalty payments is the looming threat of social video disruptor IGTV (Instagram TV).

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Facebook Looks to Snapchat For Best Practice in the Battle For AR Supremacy

Georgia Meyer

20 Jul 2018

Facebook has once again co-opted an innovative social media product development from Snap – the parent company of Snapchat. Firstly, it incorporated Snapchat’s uniquely differentiated stories functionality, including their ephemeral disappearing quality, bringing this feature to Instagram.

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Can Eleven Sports Disrupt the UK Sports Video Landscape?

Alistair Taylor

19 Jul 2018

Eleven Sports is a global sports content provider intent on global expansion. Already established in Belgium, Italy, Luxembourg, Poland, Singapore, Taiwan and the US. Eleven is systematically acquiring new rights to increase its value proposition before launching local channels into new target marke...

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How The Telegraph Media Group Is Approaching Digital Disruption

Zach Fuller

19 Jul 2018

Media and Marketing

At a surface level, the Telegraph Media Group’s earnings review a few weeks back had all the features of print news’ annual reports since the digital disruption began. Revenue for the Telegraph Media Groupfell by £17.

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What Netflix’s Missing $9 Billion Tells Us About Spotify’s Business Model

Mark Mulligan

18 Jul 2018

Media and Marketing

On Monday (July 16th), Netflix’s quarterly earnings missed targets, resulting in$9.1 billion being wiped off its market capitalisation due to twitchy investors jumping ship . To be clear, Netflix had a strong quarter, continuing to grow strongly in both the US – a much more saturated market for ...

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Netflix 2018 Q2 Earnings: Wall Street Wakes Up to the Savvy Switcher

Tim Mulligan

17 Jul 2018

original content

paid subscriptions

On Monday (July 16 th ) Netflix announced its 2018 Q2 earnings and came head to head with the inflated expectations raised through six months of sustained growth. Netflix’s stock price has increased everyday this year at an average of 1.

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As Comcast Outbids 21st Century Fox, Sky Becomes Kingmaker for Traditional Media

Zach Fuller

12 Jul 2018

Media and Marketing

It is THE blockbuster of the summer. A love triangle of fear, greed and jealousy played against the backdrop of generational successions and the previous masters of the universe competing for limited resources as their empires flail in a changing world.

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Ego and Digital Disruption Drive S4 Capital and 21st Century Fox To Shore Up for the Future

Tim Mulligan

11 Jul 2018

21st Century Fox

Today’s increased bid by 21 st Century Fox for the 60.5% of Sky which it does not currently own comes the day after media company S4 Capital successfully won the bidding war for Dutch creative agency MediaMonks.

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Audio Advertising: The New Critical Interface to Reach Premium Consumers

Georgia Meyer

11 Jul 2018

A key way MIDiA Research defines premium consumers is the extent to which they fall into the early adopter and early follower consumer categories. An early adopter is characterised by a propensity to be the first to try out new technology and services, and be a person sought for music and TV recomme...

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Facebook deal with the English Premier League concerns traditional broadcasters

Alistair Taylor

10 Jul 2018

Facebook, the latest tech major to get involved with sports streaming, last week agreed its first ever rights deal with the English Premier league (EPL). This deal signified another step towards the transition away from traditional broadcasters and to digital streaming services.

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From Ownership to Access

Cover image for From Ownership to Access

Mark Mulligan

10 Jul 2018

innovation disruption

Last Wednesday we held the third MIDiA Quarterly forum, exploring the shift from ownership to access across different media industries. In addition to MIDiA analyst presentations we had panellists from Sky, The Economist, Beggars Group, Reed Smith and Readly.

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Streaming and the News Cycle: The Posthumous Success of XXXTentacion

Zach Fuller

9 Jul 2018

blackboard jungle

childish gambino. this is america

Three weeks after his death and XXXTentacion remains a strong presence within the higher echelonsof the Billboard chart in the US. The late Florida rapper is far from the first artist to enjoy posthumous success and, although his death plays into the well-trodden narrative of the talented artists go...

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How Tencent is Successfully Monetising a Messaging App Ecosystem

Alistair Taylor

6 Jul 2018

digital content

Chinese tech giant Tencent, the company that 12 months ago you probably were not paying attention to, is now the second largest messaging app ecosystem globally, behind Facebook. Tencent is the only company currently monetising its digital consumer base effectively.

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Subscriptions put premium consumers as well as premium content behind paywalls

Cover image for Subscriptions put premium consumers as well as premium content behind paywalls

Georgia Meyer

5 Jul 2018

There are now 436 million paying subscribers across five of the largest distributors of digital music and video content globally (Spotify, Apple Music, Netflix, Amazon Prime, Tencent). This has very different implications depending on which part of the ecosystem your business sits in.

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