Blog: Business Strategy - Page 23

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.

Peacock arrives to disrupt the European streaming market

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Tim Mulligan

16 Nov 2021

Today, November 16th, Peacock finally arrives in Europe with its soft launch in the UK and Ireland via Comcast’s European subsidiary, Sky. At no additional cost, Peacock will be made available to Sky...

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Entertainment has an important role to play in the climate crisis

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Hanna Kahlert

12 Nov 2021

Friday the 12th November marks the last day of the COP26 summit, aimed at setting climate goals for the next year to address the ecological crisis that is set to disrupt the future of humanity – which,...

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ViacomCBS points the way to D2C sustainability

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Tim Mulligan

10 Nov 2021

The streaming video revolution over the previous two years is busy transforming from growth at any cost, towards establishing a viable path to exist beyond the current surge of investment. The ultimate...

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Quick take: Another blow for Epic Games as Fortnite shuts down in China

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Karol Severin

4 Nov 2021

It has not been the best year for Fortnite. Following the fiasco with its Apple lawsuit, as well as year on year consumer penetration having declined , the Fortnite maker announced that it is shutting...

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Why Netflix is making its play to become a (meta) entertainment service

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Tim Mulligan

3 Nov 2021

Business Strategy

A deliberate strategic change in the core business utility of any company is difficult. For a business such as Netflix, which is synonymous with streaming video subscriptions, diversifying into games is...

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Facebook is about to disrupt itself out of existence…again

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Mark Mulligan

29 Oct 2021

Facebook’s rebranding to Meta can be interpreted in many ways. It can be seen as: following Google / Alphabet’s lead in communicating a new chapter in its business; putting distance between the company...

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FaZe goes public – what to watch out for

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Karol Severin

28 Oct 2021

FaZe is going public via a SPAC merger. It is positioning itself as the company who can help brands reach Gen Z. Can it succeed? Every generation or so, there is a company that builds its narrative to...

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Why HBO Max needs to invest in the new global hit model

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Tim Mulligan

26 Oct 2021

Last week, the AT&T Q3 earnings announcement revealed that HBO Max has now reached 69.4 million subscribers (up 12.5 million from last year, and up 1.9 million from the previous quarter). Today, HBO...

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EA’s exclusive FIFA license is under threat as games go cross-entertainment

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Karol Severin

22 Oct 2021

Last week it was reported that FIFA and EA are at an impasse regarding the renewal negotiations of an exclusive license deal. EA stated that it is considering renaming its flagship football title, while...

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Quick take: What the Apple event’s creator focus means for lean-in entertainment

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Hanna Kahlert

21 Oct 2021

The October 18th Apple event –for all its usual showmanship – did not have anything hugely innovative to unveil. New colours of the Apple HomePod, a new tier of AirPods, and the return of MagSafe charging,...

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Is Wall Street starting to curb its D2C enthusiasm?

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Tim Mulligan

20 Oct 2021

Business Strategy

On Monday, media major Disney received a Wall Street downgrade from a Barclays investment analyst who cited the growing challenge of creating new Disney+ originals with the same “ franchise value or...

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Live streaming’s second growth phase

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Mark Mulligan

6 Oct 2021

live streamed concerts

virtual concerts

Live streaming erupted in 2020 in the wake of the pandemic. As the year progressed, the market transformed rapidly from a bunch of bands playing guitar in their bedrooms to highly produced, ticketed shows...

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Is live-stream composition the new formula for a hit album?

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Ashleigh Millar

1 Oct 2021

We are no stranger to TikTok and its impact on the music industry, which is changing the structure of the business one viral video at a time. Artists and composers are flocking to the innovative social...

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Creator TAMs: a new way to assess the creator economy

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Mark Mulligan

1 Oct 2021

Business Strategy

The music creator tools space is undergoing a change that is simultaneously renaissance and transformation. The creator culture boom has driven an unprecedented degree of investment and investor interest....

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What YouTube TV’s stand-off with NBCU reveals about phase 2 of D2C disruption

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Tim Mulligan

29 Sep 2021

YouTube TV’s stand-off with NBCU is approaching decision-making time, as tomorrow, September 30th, is the cut-off point for the streaming platform to meet the distribution terms of NBCU. If no agreement...

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Why digital fandom has outgrown the Emmys

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Tim Mulligan

22 Sep 2021

Digital Survivalism

With the progressive move back into in real life (IRL) following mass global Covid vaccinations, hyped-up in-person award ceremonies have returned to business as usual in 2021. This Sunday the Emmys was...

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UMG’s buoyant stock debut is a new chapter for the music business

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Mark Mulligan

22 Sep 2021

Business Strategy

Universal Music Group (UMG) had an extremely positive first day of trading as a standalone entity, with shares at one stage trading 35% up from their reference point and making the market cap leap to $55...

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‘Middle class’ artists need niche, not scale

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Mark Mulligan

17 Sep 2021

Business Strategy

Streaming continues to grow strongly, as evidenced by the 28% growth reported by the RIAA for H1 2021 in the US . Everything looks great for the build-up to the impeding Universal Music Group (UMG) IPO....

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Axing exclusive music licenses in China will drive new local music cultures

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Srishti Das

15 Sep 2021

emerging markets

As a result of the new guidelines set out by the Cyberspace Administration of China (CAC), record labels are no longer allowed to issue exclusive licenses to music services. Previously, music services...

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Why sport star fandom is disrupting the traditionally broadcast-focused world of sports

Cover image for Why sport star fandom is disrupting the traditionally broadcast-focused world of sports

Tim Mulligan

14 Sep 2021

Sports Superstars

Manchester United

Saturday September 11thwas a big day for English footballing giant, Manchester United. The team that dominated the top flight of the most competitive football league in the world for two decades, up to...

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