Blog: Business Strategy - Page 22

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.

Sony continues investing in Epic Games

Karol Severin

19 Apr 2022

Sony Epic Games Fortnite

Sony continues investing in Epic Games Although Microsoft stole the headlines with its acquisition of Activision early this year, Sony is certainly not just standing on the side-lines. Last week, it announced a significant $1 billion investment into Epic Games.

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Facebook versus TikTok – a tale of two diverging social apps

Richard Broadhurst

14 Apr 2022

Social video Social media Meta

Facebook versus TikTok – a tale of two diverging social apps The Washington Post’s recent report on how Meta (parent company of Facebook) paid a public relations company to discredit TikTok highlights the competitive pressures being felt by the world’s largest social app group.

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Podcast subscriptions are a key territory for the audio market

Annie Langston

12 Apr 2022

Podcasts Subscriptions audio fans

Podcast subscriptions offer both a direct revenue stream for audio creators and provide fans with an amplified audio experience. Despite the percentage that the subscription services take from the earrings, this is a steady income source for creators, and the model is being adopted by the large audi...

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Warner Bros. Discovery is real – now comes the hard part

Tim Mulligan

12 Apr 2022

Warner Bros. Discovery Streaming Warner Media

On Friday, Discovery, Inc . and AT&T Inc . announced that they have concluded their transaction to combine the WarnerMedia business with Discovery. This combination finally completes a process that began last May and creates a new major standalone global media and entertainment company, Warner B...

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SiriusXM’s podcast partnership sets new precedent for the audio market

Annie Langston

7 Apr 2022

SiriusXM Audio Podcasts

At the kick-off of the audio battle, some of the largest tech platforms – most notably Spotify and Amazon – entered the ring by purchasing various podcast networks. These pre-emptive moves aimed to excel their position in this developing market, and in Spotify’s case, have helped them become t...

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Is the catalogue acquisition market betting tomorrow's success on yesterday's metrics?

Tatiana Cirisano

5 Apr 2022

music industry music industry investment music catalogue

The music industry spent $5.3 billion on music catalogue acquisitions in 2021, according to MIDiA's most recent market report , not counting another $6.7 billion that was invested into music companies or music catalogue acquisition funds.

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How the future of sports coverage will increasingly resemble gamified sports betting

Tim Mulligan

5 Apr 2022

NENT Group Viaplay DAZN

Swedish video provider NENT Group has announced that its UK launch in H2 2022 will be adding live sports to its Nordic-drama focused content line to its flagship subscription video on demand (SVOD) service; Viaplay .

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YouTube could create a video and audio relationship to compete with music streaming platforms

Annie Langston

31 Mar 2022

YouTube Audio Podcasts

Audio content is most often created without visuals, with creators relying on their voice to engage listeners. However, as podcasting continues to develop, more platforms are looking for differentiated ways of appealing to audio creators and enriching their content.

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The Oscars finally returns to relevance

Tim Mulligan

29 Mar 2022

Oscars CODA Apple

On Sunday night, the 94thAcademy Awards (commonly known as the Oscars after its iconic award statuette) made a streaming service piece of content officially the most acclaimed film in the world. Apple TV+’s CODA, a coming of age comedy drama is an English-language remake of the 2014 French-Belgian...

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Did independents really do three times worse than the majors in 2021?

Mark Mulligan

22 Mar 2022

Music Business Strategy

Today, the IFPI released its estimates for the global recorded music market, with reported revenues of $25.9 billion. Last year, the IFPI estimated global revenues to be $21.6 billion (note that the IFPI retrospectively changes its historical figures every year, but you can see its actual 2020 figur...

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Why Netflix is reminding its users that it is not a utility

Tim Mulligan

22 Mar 2022

Netflix password sharing Video

The weekend was rife with Netflix users (as opposed to subscribing members) upset with the password sharing prompt currently being tested in Chile, Costa Rica, and Peru. The feature prompts users to add subscriber accounts for up to two people, that they do not live with, at a lower price.

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Recorded music market shares 2021 – Red letter year

Mark Mulligan

18 Mar 2022

Record music market global music revenues label trade revenues 2021

We suggested back in 2020, that 2021 was going to be a strong year for the recorded music market. As it turns out, 2021 was the fastest growing year in living memory, with growth across most formats, contrasting strongly with 2020 when streaming was the only growth segment.

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Why Instagram will introduce NFTs to the gig economy in a big way

Hanna Kahlert

16 Mar 2022

Facebook Meta metaverse

In a conversation at SXSW, Mark Zuckerberg dropped that Instagram was going to be incorporating NFTs in the ‘near term’, pending some technological tweaks. While he was sparse on the detail, initial stages would likely allow users to bring their existing NFTs on the platform, and later on, poten...

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Why MGM is so important to Amazon Prime Video

Tim Mulligan

15 Mar 2022

Metro Goldwyn Mayer (MGM) Amazon Prime Amazon Prime Video

In the absence of any last minute objection from EU regulators today, Amazon’s $8.45 billion acquisition of film studio MGM will be approved this month, pending the outstanding US Federal Trade Commission’s ruling on whether the deal violates anti-trust law that will be decided later this month.

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Quick Take: Regulation and war are leading the global games industry's trajectory to diverge

Karol Severin

11 Mar 2022

regulation Russia China

Over the last few years, the traditional unit sales-based model in games has been increasingly moving towards engagement-led models. In other words, we are moving away from costly price points to buy complete games – instead the industry is turning towards a set-up, where access to games is more c...

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Why Netflix is now doubling down on non-video content

Tim Mulligan

8 Mar 2022

Netflix Next Games Trivia Quest

Last week was a big week for Netflix’s future-proofing strategy. On March 1stit announced its decision to acquire Finnish games publisher Next Games for €65 million (USD $70 million). Next Games publishes and operates mobile games focused on driving social fandom.

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Webinar: Games companies’ video opportunity

Karol Severin

3 Mar 2022

webinar games video Creators

Traditionally, games companies predominantly used games video for marketing purposes. This made perfect sense in the era of unit sales and early-adoption stages of games-related video. Today, 30% of console gamers view games-related videos every month.

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Reflections from PG Connects London 2022

Karol Severin

25 Feb 2022

PG Connects industry events Games industry

PG Connects London 2022 was the first in-person games industry event that I attended in over two years. Having spent the best part of the pandemic on Zoom, which quickly blurred the lines between a call and an event, walking into a physical venue was truly reinvigorating.

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Why the markets are wrong about Paramount

Tim Mulligan

22 Feb 2022

Paramount d2c ViacomCBS

Last Tuesday’s investor’s day presentation by Sheri Redstone, the chair of ViacomCBS and the president of National Amusements, should have been a milestone for the future of the media major. The event was held to announce the rebranding of the company to Paramount (the iconic name of its flagshi...

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Quick take: Roblox is another victim of the attention recession

Karol Severin

17 Feb 2022

Roblox earnings attention recession

Earlier this week, Roblox announced its fiscal year (FY) 2021 results. The market response was stark, wiping 20+% fromRoblox’s market cap. While the media is citing Roblox’s slowing growth (particularly in key markets such as the US), extended loss, and underperforming analyst expectations, Robl...

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