arpu blog by MIDiA Research

Blog: arpu

Read our latest daily deep-dives, hot takes, and exciting updates about the digital entertainment world. Check out your favourite analyst, or search by coverage – games, video, music, audio, media & marketing, or critical developments for all.

DAZN launches globally with advent calendar offering of boxing contests

Blog post by Alistair Taylor

3 Dec 2020

DAZN

SVOD

subscription video on demand

DAZN’s global roll out is finally here , following an announcement to launch worldwide (including the UK) back in March. The pandemic-enforced postponement and cancellation of live sports scuppered its...

DAZN financials: Growth reliant on premium domestic rights

Blog post by Alistair Taylor

14 Sep 2020

DAZN

DAZN Group

Perform

DAZN’s 2018 financials highlighted the difficulty of encouraging a transition to consume live sports digitally with its existing portfolio of rights. DAZN has not yet released its 2019 financials, but...

We are at a turning point for social music

Blog post by Mark Mulligan

4 Aug 2020

Music

Snap

snapchat

In recent days we have seen three major developments that, collectively, are a potential pivot point for social music: 1. TikTok close to a US-entity buyout by Microsoft to avoid potential sanctions, following...

Music Subscriber Market Shares Q1 2020

Blog post by Mark Mulligan

23 Jun 2020

Streaming

music subscribers

music subscriber market shares

WWDC would have been a perfect opportunity for Apple to announce another streaming milestone for Apple Music. It didn’t but the good news is that MIDiA already have a figure for Apple Music, as part...

Amazon is all in on advertising

Blog post by Alistair Taylor

31 Aug 2018

Ad Supported

ad supported streaming

advertising video on demand

Amazon’s latest play into the TV ad market with the launch of Free Dive, an ad-supported video service for Fire TV users, showcases the company’s intent to further diversify revenue streams from its...

Quick Take: Was This the Week Snapchat Officially Lost the Stories War?

Blog post by 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...

Tencent 2018: Is Tencent Now a Mature Business?

Blog post by Alistair Taylor

15 May 2018

advertising

arpu

China

With Tencent making headlines for its recent round of high-profile media investments in Spotify and Skydance Media, alongside recent concerns stemming from the Q4 2017 earnings released in March, investors...

Spotify, Apple Music and Ad-Supported Streaming

Blog post by Zach Fuller

11 May 2018

ad supported streaming

Alexa

Amazon Music

Cast your mind back to streaming yesteryear, back when the format was yet to establish itself as the industry’s dominant source of revenue. Spotify pushed heavily for a free tier, citing its impressive...

Sarnoff’s Law and the Media Valuation Shift

Blog post by Zach Fuller

10 Feb 2017

arpu

broadcast.com

David Sarnoff

The story of David Sarnoff is the archetypal American Dream. A Belarusian child immigrant arriving in New York City at the turn of the 20th century, the ambitious Sarnoff would demonstrate an early instinct...

Decoding The App Buyer: Whales Vs. Minnows

Blog post by Karol Severin

4 Aug 2015

app buyers

app consumer segmentation

app monetisation

The global app economy is maturing and as a result, growth through scale will become increasingly more limited. Consequently, growth through ARPU will become more of a strategic focal point for app stakeholders....