Blog: Business Strategy - Page 11

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.

Epic blames layoffs on low creator margins — what does that mean for the rest of entertainment?

Cover image for Epic blames layoffs on low creator margins — what does that mean for the rest of entertainment?

Tatiana Cirisano

4 Oct 2023

Content Creators

Increasingly, engaging with entertainment involves some form of creation — be it turning your life into a Wes Anderson film , making songs with Grimes’ vocals , or learning the choreography to your new favourite music video .

min read

Spotify’s audiobooks move is another brick in the audio wall

Cover image for Spotify’s audiobooks move is another brick in the audio wall

Mark Mulligan

4 Oct 2023

Streaming has come a long way since its days as a pure music service for super fans. Spotify’s announcement that it is making 15 monthly audiobook hours available to premium subscribers is simply the latest step in a journey that has seen streaming become the 21stcentury’s take on radio.

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Regulatory decisions around AI will shape the future of digital ecosystems

Cover image for Regulatory decisions around AI will shape the future of digital ecosystems

Hanna Kahlert

27 Sep 2023

Looking back, the Francis Haugen testimony spelled a turning point for social platforms. It represents a moment where they, and tech more generally, went from being able to ‘build fast and break things’ with no one really paying attention, to an environment where not only users were watching closely, but regulators were too.

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Why investing in IRL entertainment is so important for Disney’s streaming future

Cover image for Why investing in IRL entertainment is so important for Disney’s streaming future

Tim Mulligan

26 Sep 2023

It appears that investors are losing confidence in Disney as the transition from linear TV to streaming TV moves into its final chapter. Last week, Disney saw its stock price fall after announcing that it was doubling its capital expenditures investmentin its parks, experiences, and products segmentto$60 billion.

min read

Streaming’s problems will not be fixed by royalties alone

Cover image for Streaming’s problems will not be fixed by royalties alone

Mark Mulligan

15 Sep 2023

Streaming Music

Music streaming

Streaming Royalties

UMG and Deezer’s artist-centric royalty proposal got the amount of attention both parties probably wanted , if not necessarily the type of attention they were after. However, the intent was to kick start an industry debate, and that objective was clearly achieved.

min read

Unity’s pricing is a symptom, not the cause of tougher times ahead for the games industry

Cover image for Unity’s pricing is a symptom, not the cause of tougher times ahead for the games industry

Karol Severin

14 Sep 2023

game developers

Earlier this week, Unity announced that from 2024 it will start charging developers for the number of downloads / installs of their games. Developers unsurprisingly threw their proverbial toys out of the pram following the news.

min read

Niche is the way forward: DSP’s need function, not features

Cover image for Niche is the way forward: DSP’s need function, not features

Hanna Kahlert

14 Sep 2023

It has never been easier to become a music creator. But, it has arguably never been harder to remain one as a full-time career. There are a whole host of reasons behind this, not least of which is a streaming economy that has upended the role of music in the daily lives of audiences, and a host of creator tools (including generative AI) that lower the barriers to music creation, to the point where nearly anyone can step over them with ease.

min read

Cannibalisation is inevitable for YouTube as the attention economy bites

Cover image for Cannibalisation is inevitable for YouTube as the attention economy bites

Ben Woods

13 Sep 2023

When YouTube launched Shorts in 2021, the social video platform was knowingly risking de-stabilising its core business. The rationale behind launching a short-form video offer was that the risk of not doing so could mean haemorrhaging thousands, if not millions, of viewers to TikTok.

min read

As Sam Ryder cuts to the chase, the question is do all artists become indie?

Cover image for As Sam Ryder cuts to the chase, the question is do all artists become indie?

Keith Jopling

7 Sep 2023

Creator economy

Like everyone, I have a basket of core artists I am a dedicated fan of. But there is a wider group of artists I follow and am always intrigued about, both musically and in terms of their career trajectory.

min read

How to make artist centric artist centric

Cover image for How to make artist centric artist centric

Mark Mulligan

6 Sep 2023

Streaming Royalties

Music streaming

Music Royalties

Deezer and UMG announced a major (in both senses of the word) shake up of streaming music royalties. This is arguably the biggest streaming market development in years, as it will set the tone for market-wide change.

min read

Misaligned incentives make the music business a zero-sum game

Cover image for Misaligned incentives make the music business a zero-sum game

Tatiana Cirisano

17 Aug 2023

streaming services

“Pop Stars Aren’t Popping Like They Used To”, Billboard ’s Elias Leight writes in a recent article, in which record label executives stress over the struggle to break new artists. The article (or at least, the headline) stirred up a storm on Twitter — ahem, X — last week, where many users took the opportunity to slam record labels’ misguided focus on virality.

min read

Alex Cooper’s new podcast network questions her future at Spotify and fuels competition for creators

Cover image for Alex Cooper’s new podcast network questions her future at Spotify and fuels competition for creators

Annie Langston

16 Aug 2023

Call Her Daddy’s Alex Cooper has launched her own podcast network. A subsidiary of Trending , the media company Cooper launched earlier this year, The Unwell Network is targeting Gen Z audiences. In addition to producing both scripted and unscripted podcasts, the network will also explore live events.

min read

For Sony's games division, add-on content is the one to watch

Cover image for For Sony's games division, add-on content is the one to watch

Karol Severin

16 Aug 2023

in-game monetisation

Sony reported its Q1 FY2023 results last week. The Gaming & Network Services (G&NS) segment was up 27.8% on last year. At the same time, however, operating income was down 6.83%. This segment had been selling more while operating slightly less profitably.

min read

Why streaming and AI disruption is unlikely to have a Hollywood ending

Cover image for Why streaming and AI disruption is unlikely to have a Hollywood ending

Tim Mulligan

8 Aug 2023

With the writers’ strike nearing 100 days long, there is still no end in sight to the first industrial dispute of the streaming era. Both the studios and screenwriters met last Friday and failed to reach a workable compromise.

min read

DAZN bets on sports streaming future being driven by fandom

Cover image for DAZN bets on sports streaming future being driven by fandom

Ben Woods

3 Aug 2023

The streaming-TV industry has an engagement question to answer. Of late, the dominant services have been preoccupied with soothing investor concerns over the impact of the cost-of-living crisis on subscriptions.

min read

Spotify’s Q2 podcast financials: Things may get worse before they get better

Cover image for Spotify’s Q2 podcast financials: Things may get worse before they get better

Annie Langston

2 Aug 2023

Spotify’s Q2 earnings are a mixed bag for its podcast business. On one hand, monthly active users (MAUs) grew to 551 million, with 10 million new premium subscribers (bringing that total to 220 million), while podcast advertising revenue rose by 30% year-over-year.

min read

Why managing Disney’s streaming transition requires leadership in depth

Cover image for Why managing Disney’s streaming transition requires leadership in depth

Tim Mulligan

1 Aug 2023

2023 was supposed to be about the 100thanniversary of the Walt Disney Company and the celebration of a media major driving streaming and intellectual property (IP) innovation. Instead, it has become a year of firefighting and expectation management led by the returning CEO Bob Iger.

min read

The X rebrand is Twitter’s Meta moment… but there’s already a Meta

Cover image for The X rebrand is Twitter’s Meta moment… but there’s already a Meta

Hanna Kahlert

26 Jul 2023

Meta’s launch of Threads has been the biggest challenger to Twitter’s social standing to date, with record-breaking uptake in its first weekend. However, Twitter still had an edge: an online culture that would be hard to regrow or replicate; existing creators and content ‘style’, and a brand reputation linked with critical cultural moments that the app played host to, from the US Trump election cycle to the theorising around Tiger King.

min read

Competing in the live service games sector is about to get really difficult

Cover image for Competing in the live service games sector is about to get really difficult

Karol Severin

25 Jul 2023

live service games

saturated landscape

With the advent of in-game purchases, live service games have gradually become an important fuel of the games industry’s growth. Their sheer success and the appeal of the business model have understandably swayed a large part of the games industry to either adopt it or consider doing so.

min read

Making sense of global music forecasts

Cover image for Making sense of global music forecasts

Mark Mulligan

20 Jul 2023

music forecasts

streaming music forecasts

streamign music revenues

MIDiA has been building global music forecasts for nearly a decade now, and I personally have been building them for nearly two decades. Throughout those years there have been many calls for the numbers to be bigger and bolder.

min read

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