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.

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 Is To Come

Alistair Taylor

6 Aug 2018

Sports

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

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 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.

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

Alistair Taylor

25 Jul 2018

AT & T comic-con Comics

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...

Snapchat Cuts Snapcash but Continues to Grow Commerce Strategy

Georgia Meyer

25 Jul 2018

Facebook Messaging apps Mobile content

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.

YouTube Fights to Retain Social Talent from Social Video Disruptor IGTV

Tim Mulligan

24 Jul 2018

IGTV Instagram Online video

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).

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

Georgia Meyer

20 Jul 2018

Facebook Instagram Snapchat

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.

Can Eleven Sports Disrupt the UK Sports Video Landscape?

Alistair Taylor

19 Jul 2018

Allsvenskan broadcasters BT

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...

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.

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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