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Blog - Page 97

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.

State of the YouTube music economy 2.0: A turning point for all parties

Mark Mulligan

24 Aug 2018

YouTube Social Business Strategy

YouTube is the most widely used streaming music app globally but it is also the most controversial one, locked in a perpetual struggle with music rights holders, with neither side quite trusting the intent of the other.

Cover image for State of the YouTube music economy 2.0: A turning point for all parties

Why Netflix needs to consider advertising

Tim Mulligan

23 Aug 2018

Netflix advertising Business Strategy

Last Friday’s (August 17th) revelation, that global subscription video on demand (SVOD) market leader Netflix was running trailers on the service for its original content shows, has created a Voldemort (that which cannot be said) moment for the company.

Quick Take: Twitch and Amazon’s advertising strategy

Zach Fuller

22 Aug 2018

digital advertising Twitch Amazon

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 advertis...

Tech majors square up at the intersection of voice and ecommerce

Georgia Meyer

22 Aug 2018

Apple Google Strategy

On the August 6th The Information published an article debunking the hype around the voice-activated shopping sector. Based on information gleaned from people present at an internal Amazon briefing, the article revealed that the numbers of people who use voice activated devices to shop are actually ...

The medium is the message

Georgia Meyer

20 Aug 2018

Brand safety Democracy Facebook

When Jonah Peretti, the founder and CEO of Buzzfeed, made the now famous statement that, “Content is King but distribution is the Queen, and she wears the trousers” back in 2015, he perhaps did not realise quite how instructive that observation would come to be for the media landscape.

Facebook becomes a player in Indian sports rights

Tim Mulligan

17 Aug 2018

Facebook India La Liga

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 t...

The end of advertising

Georgia Meyer

17 Aug 2018

Facebook Media Mobile content

On 6th August, news broke that Facebook had approached the US’s largest banks with a request for them to share their customers’ private data. Upon news of this breaking in the Wall Street Journal, a Facebook spokesperson was swift to announce that this data would not be used for advertising purp...

Is Netflix on the edge of financial disruption?

Tim Mulligan

16 Aug 2018

bonds Finance Interest Rates

Monday’s news that Netflix’s long-serving CFO David Wells was stepping down from his position, has once again made the company’s financial operations the centre of attention. Wells's tenure oversaw an unprecedented level of debt issuance by the company with $8.

Tech Majors Market Shares Q2 2018

Mark Mulligan

15 Aug 2018

Alphabet Apple Facebook

The tech world has no shortage of acronyms for the big tech companies (GAFA, GAAF, Fang, the four horsemen…). At MIDiA we like to keep things simple, just like the major record labels and major TV studios we call the big four tech companies the Tech Majors.

Cover image for Tech Majors Market Shares Q2 2018

Emerging Music Markets: Streaming’s Third Wave

Mark Mulligan

10 Aug 2018

baidu music China emerging markets

MIDiA has just published a new report that deep dives into how streaming is, or in some cases is not, lifting off in emerging markets. The regions we focused on were Russia, the Middle East, sub-Saharan Africa, China and India.

Cover image for Emerging Music Markets: Streaming’s Third Wave

Quick take: Was this the week Snapchat officially lost the stories war?

Zach Fuller

10 Aug 2018

ARPU Daily Active users Instagram

It does not seem long ago that slowed growth was enough to imbue discussions around then social media enfant terrible Snapchat with rumours of decline. However, this week’s Q2 announcement was a defining one for the LA-based social media company.

Disney Q3 Earnings: The painful transition to direct-to-consumer

Tim Mulligan

8 Aug 2018

BAMTech Disney ESPN+

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...

WhatsApp is open for business (finally!)

Georgia Meyer

8 Aug 2018

Facebook Instagram Messaging apps

Four years after Facebook purchased WhatsApp for $19 billion, the ubiquitous messaging app is ramping up its revenue potential with the launch last week of a suite of business tools and new advertising inventory on the app.

Eleven’s challenge with commercialising newly acquired sports rights

Tim Mulligan

7 Aug 2018

Eleven English Premier League ESPN+

Sports entertainment disruptor Eleven Sports has been making headway over the previous 12 months with a series of notable acquisitions of premium sports rights in non-premium markets. Eleven’s business model involves building a next-generation direct-to-consumer proposition through a contract-free...

The changing streaming sports landscape is a pre-cursor for what's to come

Alistair Taylor

6 Aug 2018

Sports Streaming streaming tv

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 shif...

Why Vivendi is selling 50% of Universal Music Group

Zach Fuller

31 Jul 2018

Critical Developments Vivendi Universal Music

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.

Are record labels facing an A&R crisis?

Mark Mulligan

30 Jul 2018

a+r crisis ar Labels

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 ...

Culture bubbles: Is trap the disco of the 2010s?

Zach Fuller

27 Jul 2018

cultura bubbles disco disco bubble

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...

Wall Street begins to unfriend Facebook

Tim Mulligan

26 Jul 2018

Facebook FANGs tech majors

Yesterday (July 25th) 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.

DC Universe is the first strategic move in the next round of direct-to-consumer offerings

Alistair Taylor

25 Jul 2018

comic-con Comics DC

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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