Blog: Business Strategy - Page 6

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.

Why Netflix is likely to follow Amazon down the mainstream subscriber ad route

Cover image for Why Netflix is likely to follow Amazon down the mainstream subscriber ad route

Tim Mulligan

25 Jun 2024

Netflix’s shift towards ads was underpinned by a strategic assumption that it could justifiably command ad rates at nearly twice the market average. However, two years of its Basic with Ads service has proved that advertising is a much tougher business to succeed in for an SVOD service than the business fundamentals would suggest.

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TikTok’s music master plan is coming into focus

Cover image for TikTok’s music master plan is coming into focus

Tatiana Cirisano

20 Jun 2024

music consumption

Oh how the tables have turned. Just a few months removed from its very public clash with Universal Music Group over music licences, TikTok is reportedly looking to buy up music rights of its own. Not only would this ease TikTok’s reliance on licences, but it would also presumably allow TikTok to prioritise its owned content in the algorithm, and do what music executives have been tearing their hair out trying to for years: reverse-engineer viral moments.

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The ad monetisation trap and what it means for video

Cover image for The ad monetisation trap and what it means for video

Tim Mulligan

18 Jun 2024

Ad-supported SVOD

Ads in subscription video on demand (SVOD) have now become normalised. In Q1 2024, Amazon Prime became the latest service to push ads onto its standard SVOD plan, following the lead of competitors Netflix and Disney.

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Xbox’s Games Showcase points to a reckoning for game subscriptions

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Rhys Elliott

13 Jun 2024

“Play it day one with Game Pass.” These words flashed on the screen 15 times during the Xbox Games Showcase 2024, which wowed critics and fans alike with a lineup of 30 Xbox games. Most of the titles are coming in 2024 or 2025, which is a huge turning point for Xbox.

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Spotify’s engagement game: How Nebula and direct video uploads could change podcasting

Cover image for Spotify’s engagement game: How Nebula and direct video uploads could change podcasting

Rutger Rosenborg

12 Jun 2024

In May 2019, Dave Wiskus and a handful of YouTubers launched an independent subscription service called Nebula. The purpose of Nebula was to provide creators — namely, video creators, podcasters, and educators — with an alternative to YouTube’s multi-channel networks.

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Why video creation tools must go niche to survive AI streamliners like Apple Intelligence

Cover image for Why video creation tools must go niche to survive AI streamliners like Apple Intelligence

Ben Woods

11 Jun 2024

Amid the flurry of recent generative AI announcements, Apple had been strangely quiet. This changed on Monday (June 11, 2024) when it announced Apple Intelligence at its WWDC24 developer conference. In short, Apple Intelligence is a suite of consumer-focused tools embedded into Apple products to enhance productivity and enable creativity.

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AI is promising a video creation revolution: Are you ready for the upside?

Cover image for AI is promising a video creation revolution: Are you ready for the upside?

Ben Woods

6 Jun 2024

Creator economy

Video has reached an inflection point. Artificial intelligence is poised to bring video creation to even more consumers, in a move that will disrupt the tools, workflows, and business models underpinning the value chain.

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The future of streaming TV proves history always repeats itself

Cover image for The future of streaming TV proves history always repeats itself

Tim Mulligan

5 Jun 2024

midia forecasts

MIDIA Video Forecasts

Our “ MIDiA Research 2024-2031 global subscription video forecasts ” lays out our vision for the subscription video on demand (SVOD) landscape over the next eight years. Our forecasts last year focussed on the remainder of growth coming from Asia Pacific.

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Why social video platforms should worry about their creators in the squeezed middle

Cover image for Why social video platforms should worry about their creators in the squeezed middle

Ben Woods

29 May 2024

The fallout of the pandemic exposed some uncomfortable truths about the creator economy. After an engagement boom during lockdown, the seemingly endless audience for social video content suddenly appeared finite.

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Why Amazon is bidding for NBA international rights

Cover image for Why Amazon is bidding for NBA international rights

Tim Mulligan

28 May 2024

The North American Basketball association (NBA) is currently negotiating for the renewal ofof its live broadcast rights. The deals, spanning the next 11 years, are estimated to work out at a combined $76 billion (some way below the NFL’s 2021 $100 billion 11-year deal ).

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Social companies face a fragmenting digital ecosystem

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Hanna Kahlert

24 May 2024

On the surface, it is a year of opportunity for social platforms. TikTok may face a ban in the US, opening market share for Reels, Shorts, and any other platform with social video features to sweep in and snap up any remaining free consumer time.

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The countdown begins for audiobooks on Spotify

Cover image for The countdown begins for audiobooks on Spotify

Rutger Rosenborg

23 May 2024

Music publishing

As Spotify rolls out music-like features for audiobooks, the company still finds itself at odds with the music business, courting one publishing industry while ruffling the feathers of another. So far, Spotify’s publisher dilemma is only intensifying, making it all the more interesting that the company is introducing audiobook countdown pages — effectively album pre-saves but for audiobooks — in the midst of it all.

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MIDiA Research 2024-2031 global music forecasts | Rise of the Global South

Cover image for MIDiA Research 2024-2031 global music forecasts | Rise of the Global South

Mark Mulligan

23 May 2024

music forecasts

streaming forecasts

midia forecasts

It appears to be the time of year for music forecasts. Today, MIDiA is proud to announce the release of our global music forecasts report, which marks the tenth year of us building these! The full 75+ page report and 40+ page datasheet for 45+ countries and regions, is available to MIDiA clients and for purchase here .

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In generative AI and music, will nice guys finish last?

Cover image for In generative AI and music, will nice guys finish last?

Tatiana Cirisano

22 May 2024

artificial intelligence

Generative AI music company Suno has raised $125 million, one of the biggest music-tech funding rounds in history . Founders say they want to ring in “a future where anyone can make music”, but questions remain over whether Suno and its rival, Udio, have trained their models on copyrighted music without licensing deals.

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Netflix, the NFL, and the Amazon effect

Cover image for Netflix, the NFL, and the Amazon effect

Tim Mulligan

21 May 2024

sports streaming

After two decades of saying no to becoming a live sports streamer, Netflix has finally relented and has agreed to pay the NFL to show two NFL games on Christmas daythis year. The three year deal also includes options for other holiday games to be livestreamed in 2025 and 2026.

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PlayStation’s financial results: The good, the bad, and the hopeful

Cover image for PlayStation’s financial results: The good, the bad, and the hopeful

Rhys Elliott

16 May 2024

PlayStation Plus

Sony released its earnings for the 12 months ending March 31, 2024 (FY2023). As always, gaming was Sony’s biggest vertical and the heart of its cross-media strategy . Revenues grew +17% in FY2023 to $28.

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Back to the future; (Non-device) entertainment returns to the fore for Sony

Cover image for Back to the future; (Non-device) entertainment returns to the fore for Sony

Tim Mulligan

14 May 2024

cross-entertainment strategy

Today, (May 14th) Sony Group published its results for the Fiscal Year ended March 31, 2024. Group revenues were up 19% to 13 trillion yen which amounts to USD 86 billion (in USD, this makes a more modest revenue growth of 14% for the previous 12 months).

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Electronic music, fandom, and the rise of the Global South

Cover image for Electronic music, fandom, and the rise of the Global South

Mark Mulligan

9 May 2024

Electronic music market

dance music market size

I recently presented the tenth edition of the IMS Business Report at the Ibiza-based conference. In MIDiA’s second year creating the report, the findings reveal a global electronic music industry that not only has positive revenue trends but is also experiencing a global cultural resurgence.

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Why acquiring Paramount would transform Sony’s cross-entertainment future

Cover image for Why acquiring Paramount would transform Sony’s cross-entertainment future

Ben Woods

8 May 2024

Paramount Global

When rumours began circulating of a Paramount sale, TV streaming was already entering a new phase. The industry’s biggest beasts have been locked in an all-out war for subscribers, spending and borrowing big to capture as much of the market as possible.

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Audio is not enough: Why audio platforms and creators are betting on video

Cover image for Audio is not enough: Why audio platforms and creators are betting on video

Rutger Rosenborg

8 May 2024

subscription video on demand

Video may have killed the radio star, but digital audio platforms and creators increasingly see video as a beneficial supplement to podcasts and audiobooks. From ghost podcasts filmed for social media advertising to podcasts following in the footsteps of TV and film and Amazon opening the IP tap for its Audible to Prime Video pipeline , video crossing over to audio — and vice versa — is a trend that will only continue.

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