MIDiA Blog - Page 66

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.

What is the value of exposure when exposure is all there is?

Cover image for What is the value of exposure when exposure is all there is?

Mark Mulligan

6 May 2020

There is an existential debate going on at the moment, around whether streaming is paying artists enough. It may feel like a rerun of old debates but it is catalysed by COVID-19 decimating artist income.

min read

Does Virgin Media Plus O2 Equal A New UK Communications Major?

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Tim Mulligan

6 May 2020

Liberty Global which is the parent company of Virgin Media, is in talks with Telefonica subsidiary O2 about combining the two businesses together to create a new UK challenger to BT. Virgin Media is the second largest pay-TV operator in the UK with four million video subscribers and 5.

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How COVID-19 Catalysed Competitiveness Among The Video Majors

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Tim Mulligan

5 May 2020

While the previous two months of pandemic disruption has had a dramatic impact upon video streaming, the overall direction of travel for video has remained constant, with video streaming remaining the future of TV and film consumption.

min read

Collapsing Maul: Sport Facing Global Rights Re-valuations

Cover image for Collapsing Maul: Sport Facing Global Rights Re-valuations

Alistair Taylor

4 May 2020

broadcast rights

The English Gallagher Premiership Rugby provides another case study that demonstrates just how significant COVID-19’s impact on rights holders is likely to be moving forward, as it faces a substantial drop in the value of its broadcast rights.

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The IFPI Confirms 2019 was the Independents' Year for Streaming

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Mark Mulligan

4 May 2020

Independent labels

UPDATE: this post has been updated to correct an erroneous data point. Previously it stated that independent market share was 41%. It has been corrected to 29% Recently I wrote about how a little-known Spotify statistic revealed that independents (labels and artists) outperformed the majors on its platform in 2019 .

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The ‘Covid Bounce’ In Games Can Cloud Judgement About What Lies Ahead

Cover image for The ‘Covid Bounce’ In Games Can Cloud Judgement About What Lies Ahead

Karol Severin

1 May 2020

Compared to most, the games industry has benefited from the Covid-19 outbreak and related lockdowns. For a lot of games companies, engagement has increased and so have revenues, albeit just partially. Looking at the wider landscape suggests this will be a temporary dynamic which can cloud the view of where the market is truly going.

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Travis Scott has Only Scratched the Surface of Music Games Tie Ups

Cover image for Travis Scott has Only Scratched the Surface of Music Games Tie Ups

Mark Mulligan

1 May 2020

In February 2019 Marshmello caused ripples of almost tidal proportions across the music business when 10.7 million Fortnite fans watched him perform a ‘concert’ in the game. Then in April 2020 Travis Scott followed in his shoes with his own Fortnite concert, pulling in 12 million players.

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YouTube Ad Revenue Continues To Grow But For How Much Longer?

Cover image for YouTube Ad Revenue Continues To Grow But For How Much Longer?

Tim Mulligan

30 Apr 2020

On Tuesday (28th April), Alphabet, the holding company for Google released its Q1 2020 results. The performance of Google is hugely important across both the digital economy and the financial sector. Google and Facebook between them account for the overwhelming majority of digital advertising outside of China, and Google is the G in the FAANGs – the tech major stocks that largely drove the US bull market, which came to a brief yet shuddering halt last month as the magnitude of the COVID-19 pandemic revealed itself to Wall Street.

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Spotify Q1 2020: Choppy Waters Ahead

Mark Mulligan

29 Apr 2020

Spotify’s first quarter earnings were a mixed bag, with a largely positive picture for Q1 but some warning signs for the remainder of the year: Subscribers: Spotify’s Q1 earnings may not have matched Netflix’s for over-performance but subscriptions did show over performance, reaching 130 million, one million above MIDiA’s pre-COVID forecasts.

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Historical and Crime Dramas Are Dominating Lockdown Viewing

Cover image for Historical and Crime Dramas Are Dominating Lockdown Viewing

Tim Mulligan

29 Apr 2020

Defending Jacob

historical drama

As a quarter of the world goes into a second month of lockdown some interesting trends are starting to emerge. First of all was the spike in TV and video consumption with linear viewing challenging the long-term trend away from appointment-to-view schedules.

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Independents Grew Fastest on Spotify in 2019, But There’s a Twist

Cover image for Independents Grew Fastest on Spotify in 2019, But There’s a Twist

Mark Mulligan

28 Apr 2020

Independent artists

Independent labels

Tomorrow (Wednesday 29 th April) Spotify announces its Q1 2020 results, at which point we will find out whether it had a COVID-bounce like Netflix did ( adding 15.8 million subscribers in Q1 ) or whether growth slowed.

min read

HBO Max Now Has Its Launch Date-Will This Turn Out To Be Good Or Bad Timing?

Cover image for HBO Max Now Has Its Launch Date-Will This Turn Out To Be Good Or Bad Timing?

Tim Mulligan

24 Apr 2020

On Tuesday, AT&T subsidiary Warner Media announced the launch date for its forthcoming D2C streaming video service HBO Max. On May 27 th HBO Max will launch into a world radically different from the one envisaged at the HBO Max debut event held in October 2019.

min read

Lockdown Listening and the Independent Artist

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Mark Mulligan

24 Apr 2020

coronavirus covid-19

After an initial lockdown lull, streaming levels are – on the surface – beginning to normalise. Underlying the macro-level normalisation, ‘lockdown listening’ is in fact resulting in dramatic shifts in listening behaviour, from using the commute time for activities other than listening to music, through using smart devices to listen at home to spending more time on YouTube.

min read

The Battle Down Under

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Alistair Taylor

23 Apr 2020

#playerstogether

additive services

With COVID-19 exposing the vulnerability of pureplay sport streaming services , the importance of building out a robust and downturn-proof offering is fundamental to the viability of these currently additive services.

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Netflix Q1 2020- Streaming’s First Financial Lockdown Update

Cover image for Netflix Q1 2020- Streaming’s First Financial Lockdown Update

Tim Mulligan

22 Apr 2020

As the world continues to adjust to the new normal of lockdown, work and entertainment now revolves around the home. Over the past month a combination of consumer survey data, ratings announcements and press releases from streamers have provided us with a glimpse into the real impact of COVID-19 lockdown measures on streaming.

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Watch Out, Twitch, YouTube and Apple Arcade: Facebook Gaming Is Coming For Your Market Share

Cover image for Watch Out, Twitch, YouTube and Apple Arcade: Facebook Gaming Is Coming For Your Market Share

Karol Severin

21 Apr 2020

facebook games app

Facebook has launched a new app, Facebook Gaming, currently available on Google Play. Though the company has been in games for years, this is a major development in its games-related strategy as well as the interactive entertainment landscape more broadly.

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Consumption and Production Impacts on TV and Video Streaming under Lockdown

Tim Mulligan

21 Apr 2020

COVID-19 programming

Unsurprisingly the UK government opted to extend lockdown for a further three weeks last week, and today will mark the first full month of lockdown for UK consumers. In the US 95% of the population is now under lockdown, and globally 25% of consumers remain officially home-bound.

min read

Consumer Engagement: The Brand Solution in a Digital Era of Churn

Hanna Kahlert

21 Apr 2020

Chart Of The Week

The digital marketplace has been the setting for innovation in every way that business is conducted, not least for advertisers, entertainment propositions and consumer adoption –and the current COVID-19-induced lockdowns are exacerbating the trends .

min read

Now Is the Time to Engage, Not Convert

Cover image for Now Is the Time to Engage, Not Convert

Hanna Kahlert

17 Apr 2020

covid-19 dislocation

Before the COVID-19 pandemic and global lockdowns, there were already two key behavioural trends that have since been accelerated by the current phenomenon: a shift towards digital consumption, and an attention economy which had hit near-saturation.

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Streaming Services Are Going to Have to Change Their MO

Cover image for Streaming Services Are Going to Have to Change Their MO

Mark Mulligan

17 Apr 2020

New music is the fuel in the streaming engine, creating a virtuous circle of increased label and artist output to meet DSP-stimulated user demand. Now though, with COVID-19 disrupting the production of music, everything is set to change.

min read

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