Blog: Business Strategy - Page 25

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.

Could HBO Max disrupt Europe?

Cover image for Could HBO Max disrupt Europe?

Tim Mulligan

10 Sep 2021

On October 26th, HBO Max will establish its European beachhead, which is launching inSweden, Denmark, Norway, Finland, Spain and Andorra. The D2C video service will then roll out in 2022 into Bosnia and Herzegovina, Bulgaria, Croatia, Czech Republic, Hungary, Moldova, Montenegro, North Macedonia, Po...

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Why Real Madrid TV believes that premium sport will thrive in an AVOD environment

Cover image for Why Real Madrid TV believes that premium sport will thrive in an AVOD environment

Tim Mulligan

1 Sep 2021

Last week, Roku and Tubi TV announced that Real Madrid TV is being added to their AVOD services. Both the Roku Channel and Tubi TV are at the forefront of the AVOD disruption that is sweeping through the video industry.

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Roblox continues its growth story narrative, but cannot escape the Covid-bounce effect

Cover image for Roblox continues its growth story narrative, but cannot escape the Covid-bounce effect

Karol Severin

20 Aug 2021

financial results

Roblox reported on its Q2 2021 results this week. Indeed, a continuation of the company’s growth story with bookings surpassing $665 million, up 35% year-on-year. On paper, the 127% YoY growth of revenue looks even more impressive.

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Does Netflix now need to Disney-fy itself?

Cover image for Does Netflix now need to Disney-fy itself?

Tim Mulligan

18 Aug 2021

Netflix Q2 2021

Q2 2021 has brought global streaming hegemon Netflix up against the irresistible D2C force that is Disney+. Netflix’s 1.5 million net subscriber additions in Q2 contrasted heavily with the 12 million net additions added by Disney+ over the same period.

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Can Spotify break out of its lane?

Cover image for Can Spotify break out of its lane?

Mark Mulligan

13 Aug 2021

After years of relative stability, music consumption is shifting, with the DSP streaming model beginning to lose some ground as illustrated by the major labels growing streaming revenue by 33% in Q2 2021 while Spotify was up by just 23%.

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Why Spotify’s creator strategy needs to pay more attention to fans

Cover image for Why Spotify’s creator strategy needs to pay more attention to fans

Kriss Thakrar

10 Aug 2021

Spotify’s shift towards becoming an audio platform encompasses a push to become a creator-first business, with a vision of 50 million creators supplying content to a billion users. However, the company’s focus on creators and users may be coming at the expense of artists and fans.

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The record labels are weaning themselves off their Spotify dependency

Cover image for The record labels are weaning themselves off their Spotify dependency

Mark Mulligan

6 Aug 2021

The major labels had a spectacular streaming quarter, registering 33% growth on Q2 2020 to reach $3.1 billion. Spotify had a less impressive quarter, growing revenues by just 23%. After being the industry’s byword for streaming for so long, Spotify’s dominant role is beginning to lessen.

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Quick Take: The metaverse – expect goldrush by many, market domination by a few

Cover image for Quick Take: The metaverse – expect goldrush by many, market domination by a few

Karol Severin

2 Aug 2021

Media and Marketing

After years of pioneering, tinkering and iteration, the concept of metaverses is moving closer to the mainstream in media and entertainment, in particular in games and social media, for example. In the words of Bill Gates, people tend to overestimate the short-term impact and underestimate the long-...

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Labels are going to become more like VCs than they probably want to be

Cover image for Labels are going to become more like VCs than they probably want to be

Mark Mulligan

30 Jul 2021

artist accelerators

When you are in the midst of change it can be hard to actually see it. Right now, the music business is undergoing a consumption paradigm shift that is changing the culture and business of music. Streaming may be well established and maturing in many markets but the market impact will continue to ac...

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“First day, first show” – Premium video on demand’s potential in India

Cover image for “First day, first show” – Premium video on demand’s potential in India

Srishti Das

26 Jul 2021

India is home to one of the world’s largest and most successful film industries. However, 2020 was rife with economic setbacks across the entertainment industry due to the pandemic. The film industry was expected to perform poorly as lockdown measures restricted the operations of movie theatres.

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What Steam Deck, Netflix, Zoom, Peloton and Pro Evolution Soccer tell us about the future of games distribution

Cover image for What Steam Deck, Netflix, Zoom, Peloton and Pro Evolution Soccer tell us about the future of games distribution

Karol Severin

23 Jul 2021

content distribution

Due to some unforeseen circumstances, I had to take some time off in the last two weeks. It is never good to have to step away from the buzz of daily games industry developments, but the silver lining is that the brief pause enabled me to look at seemingly unrelated games news of the last two weeks ...

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On the cusp of an AVOD era – takeaways from the MIDiA AVOD webinar

Cover image for On the cusp of an AVOD era – takeaways from the MIDiA AVOD webinar

Tim Mulligan

12 Jul 2021

Last Wednesday’s MIDiA AVOD webinar was full of promise about ad-supported video on demand, and its ability to transition from its current niche user base into a mainstream video streaming proposition.

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Global music subscriber market shares Q1 2021

Cover image for Global music subscriber market shares Q1 2021

Mark Mulligan

9 Jul 2021

music subscribers

subscriber market shares

The music industry’s growing obsession with declining ARPU will continue to colour the outlook for the global streaming market in revenue terms, but the positive driver of this equation is the rapid growth of music subscribers.

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Emerging markets may be about to change the superstar business

Cover image for Emerging markets may be about to change the superstar business

Mark Mulligan

2 Jul 2021

emerging markets

anglo repertoire

The traditional recorded music business was all about selling units, which naturally meant that the most important markets were not the most populous but the wealthiest. Throughout the late 20thcentury this created a ‘global’ market that was dominated by North America, Europe and a few others.

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How Bandcamp could really fix the music business

Cover image for How Bandcamp could really fix the music business

Mark Mulligan

25 Jun 2021

Independent artists

Streaming Music

“A thought: has streaming become the place to address consumers and the likes of Bandcamp the places to engage fans? i.e., fans and fandom inherently matter less on streaming because it/they are a minority.

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Pluto TV, Rakuten TV & XUMO to discuss how AVOD unlocks the mainstream consumer - July 7

Cover image for Pluto TV, Rakuten TV & XUMO to discuss how AVOD unlocks the mainstream consumer - July 7

Dara Jegede

23 Jun 2021

Digital audiences

AVOD was well positioned to benefit from the uplift in home entertainment time due to lockdowns imposed to stem the spread COVID-19. However, engagement growth was modest in 2020, remaining below 10% for the leading four AVOD services in Q3 2020.

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The new chair of the FTC and antitrust 2.0

Cover image for The new chair of the FTC and antitrust 2.0

Tim Mulligan

22 Jun 2021

The appointment of Lina Khan on June 15th to chair of the Federal Trade Commission (FTC) is poised to be a transformational one in the history of the world wide web. Khan came to prominence with an article in the Yale Law Journal, Amazon’s Antitrust Paradox , which identified the paradox of hegem...

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The games industry has changed; E3 needs to do the same if it is to remain relevant

Cover image for The games industry has changed; E3 needs to do the same if it is to remain relevant

Karol Severin

21 Jun 2021

This year’s E3 has experienced mixed reviews, with the consensus largely being that some interesting announcements were made, but they no longer provide an all-encompassing view of what’s going on in the games industry and what to get excited about for the rest of the year.

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The opportunity behind the Roblox lawsuit

Cover image for The opportunity behind the Roblox lawsuit

Kriss Thakrar

14 Jun 2021

Three months ago, MIDiA reported on the role of the Boombox in Roblox and the potential of the unique (and unlicensed) behaviour that was emerging around it. Subsequently, the National Music Publishers Association has filed a $200 million lawsuit against the platform, directly citing the copyright i...

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Games video creators can help attract new audiences to esports, if rights holders empower them to

Cover image for Games video creators can help attract new audiences to esports, if rights holders empower them to

Karol Severin

14 Jun 2021

Those who have been following MIDiA’s games coverage for a while will have seen our posts about the growth problem of esports and suggestions around putting focus on the entertainment angle , rather than just on the sports angle, in order to most effectively capitalise on the opportunity.

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