Blog: Business Strategy - Page 27

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.

Can Roblox get a better value out of its IPO postponement?

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Karol Severin

16 Dec 2020

cross-entertainment

The Wall Street Journal has reported that Roblox is delaying its IPO to 2021. WSJ states that “…company officials decided that the gravity-defying performance this week ofAirbnb andDoorDash made it...

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Discovery enters streaming race with discovery+ and Olympics offering

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Alistair Taylor

9 Dec 2020

Last week , Discovery announced it will launch discovery+, ‘the definitive non-fiction’ subscription-video-on-demand (SVOD), on January 4th, 2021. Consumers in the US can expect the largest-ever content...

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Blockbuster disruption comes to the streaming wars courtesy of HBO Max

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Tim Mulligan

8 Dec 2020

An unprecedented year for the entertainment industry has now taken yet another decisive turn. Last Thursday Warner Media’s CEO Jason Kilar announced that all Warner Bros’ 2021 releases will be available...

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DAZN launches globally with advent calendar offering of boxing contests

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Alistair Taylor

3 Dec 2020

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...

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Why Condé Nast believes Netflix is the new Vogue and Vanity Fair

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Tim Mulligan

2 Dec 2020

The digital revolution has not been kind on the print magazine industry. In the pre-digital world media power resided on access to coverage on the front pages of style and culture arbiters such as Vogue...

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Why TikTok’s regulatory countdown has been extended yet again

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Tim Mulligan

20 Nov 2020

One of the many knock-on effects of this month’s US Presidential election has been the temporary reprieve granted to social video app TikTok. The app is owned and operated by ByteDance, the Beijing-based...

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DraftKings is making its own strategic bet on the rise of the US sports betting market

Cover image for DraftKings is making its own strategic bet on the rise of the US sports betting market

Alistair Taylor

19 Nov 2020

betting company

US-based sports betting company DraftKings’ stock value has grown 11% following a strong third-quarter performance in which its revenues increased 98% year on year (YoY) to reach $132.8 million, up from...

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WWE Q3 Earnings – An innovative digital strategy helps WWE overcome COVID-19 disruption

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Alistair Taylor

12 Nov 2020

World Wrestling Entertainment

WWE’s Q3 2020 results provide a fascinating insight into how a live event-focused entertainment business has successfully navigated a global pandemic. In its financials for the quarter , WWE saw a 19%...

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Why Take-Two Interactive does not need to adopt games subscriptions yet

Cover image for Why Take-Two Interactive does not need to adopt games subscriptions yet

Karol Severin

10 Nov 2020

take two interactive

games subscriptions

Take-Two Interactive (T2) reported quarterly results, with revenue dipping slightly, but profitability improving. On the call, T2 reiterated scepticism over the future of the games subscription models....

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Why the sports broadcast model is now under threat

Cover image for Why the sports broadcast model is now under threat

Alistair Taylor

6 Nov 2020

Sinclair Broadcast Group

sports broadcast

The Sinclair Broadcast Group reported its Q3 2020 results earlier this week, which highlighted the detrimental impact sporting investments had on its balance sheet. A 37% year-on-year (YoY) increase in...

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The video streaming shift from sports to news

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Tim Mulligan

5 Nov 2020

Yesterday the Sinclair Broadcast Group reported its Q3 2020 results . A 37% increase in consolidated revenues was undone by a $4.2 billion impairment on the local sports segment due to the COVID-19 disruption...

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Live streaming centre stage for 2021

Cover image for Live streaming centre stage for 2021

Keith Jopling

2 Nov 2020

Live music industry

The longer the pandemic continues, the harder it gets for the live music business (and other cultural sectors built around live performance) to sustain hope of a ‘return to normal’. I hate saying it,...

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PS5 and Travis Scott partnership illustrate PlayStation’s/Sony’s cross-entertainment future

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Karol Severin

29 Oct 2020

Over the last year we have written a number of times that Sony’s future is cross-entertainment , while Xbox’s future is cross platform . This stems from their respective strengths and weaknesses. Sony...

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Foxtel, diversifying for reach, launches freemium Kayo service

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Alistair Taylor

28 Oct 2020

News Corporation

Australian pay-TV organisation Foxtel is launching a free version of its sport-centric streaming service Kayo in 2021. This follows a difficult year for the streaming service that saw its subscriber numbers...

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Turning fandom into revenue: Why UGC is the next big revenue maker for the content industries

Cover image for Turning fandom into revenue: Why UGC is the next big revenue maker for the content industries

Keith Jopling

28 Oct 2020

In our recent report The Rising Power of UGC , in association with Audible Magic we identified that the music industry could unlock as much as $6 billion in revenues from UGC by 2022. Such an outcome would...

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Why DAZN is adapting to German consumer nuances with linear and digital bets

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Alistair Taylor

22 Oct 2020

DAZN’s recently-established position as the ‘Netflix of sport’ has been a hard fought one, requiring extensive rights investment in order to carve out a compelling proposition. In the markets where...

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The Premier League going pay-per-view means a sucker-punch for sports fans

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Alistair Taylor

15 Oct 2020

English Premier League

English Premier League (EPL) clubs have agreed an ‘interim solution’ to allow fans to continue watching their teams live. EPL fixtures not selected for broadcast in October will be available to fans...

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Developers versus distributors: The App and Play Stores see challenge on the horizon

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Hanna Kahlert

7 Oct 2020

Six months ago, Apple’s App Store and Google’s Play Store were the unquestioned gateways between app developers and consumer devices. Today, the unshakeable foundations of the fortress walls are, well,...

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German Bundesliga faces 20% decline in value for its international rights

Cover image for German Bundesliga faces 20% decline in value for its international rights

Alistair Taylor

1 Oct 2020

German business publisher Sponsors has announced the German Football League (DFL) is facing a 20% decline in the total value of its overseas’ broadcast rights for the 2020/21 campaign. This is down from...

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Microsoft’s Zenimax acquisition is about the future of Games Pass more than console sales

Cover image for Microsoft’s Zenimax acquisition is about the future of Games Pass more than console sales

Karol Severin

30 Sep 2020

With the acquisition of ZeniMax Media, Microsoft is gaining an important content asset for its portfolio – Bethesda’s games. And while the timing of the announcement certainly won’t make Sony too...

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