Blog: Business Strategy - Page 7

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.

Net Neutrality 2.0 - Back to the future or is this something different?

Cover image for Net Neutrality 2.0 - Back to the future or is this something different?

Tim Mulligan

30 Apr 2024

The decision taken last Thursday by the Federal Communications Commission (FCC) to restore the regulated status of open access to the internet has re-ignited the net neutrality wars in the US. In it its official press release , the FCC stated that it had “voted to restore a national standard to ensure the internet is fast, open, and fair.

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Spotify’s publisher dilemma: Audiobook bundling makes music publishers mad — is all-in-one audio sustainable?

Cover image for Spotify’s publisher dilemma: Audiobook bundling makes music publishers mad — is all-in-one audio sustainable?

Rutger Rosenborg

25 Apr 2024

Music streaming

Try as you might, you cannot make everyone happy. Spotify is learning that the hard way as the company tries to make the case for audiobooks to users, shareholders, and the book publishing industry — all while trying to maintain its complex relationship with the music industry.

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Why Netflix will no longer publicly report subscribers

Cover image for Why Netflix will no longer publicly report subscribers

Tim Mulligan

23 Apr 2024

Netflix’s Q1 2024 numbers are impressive: revenues are up 15% Year on Year (YoY), operating income is up 54%, and operating margin increased by seven percentage points to 28%. The numbers were so impressive, in fact, that Netflix stated in its shareholder letter that it was now re-positioning itself to “better reflect our investment grade status.

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Inverse incentives: the implications of Spotify’s Substack integration for podcasts

Cover image for Inverse incentives: the implications of Spotify’s Substack integration for podcasts

Rutger Rosenborg

19 Apr 2024

As platform decay seeps into major tech platforms and microcultures proliferate across the internet, feature development becomes less about building native tools and more about third-party integrations .

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How will AI change the video creator tools’ value chain?

Cover image for How will AI change the video creator tools’ value chain?

Ben Woods

18 Apr 2024

When it comes to selling software and hardware, the creatoreconomy resembles other types of hobby. Take sports: there are plenty of cheapfootballs and tennis rackets out there for consumers who want to start playing.

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Bifurcation theory | How today’s music business will become two

Cover image for Bifurcation theory | How today’s music business will become two

Mark Mulligan

18 Apr 2024

Bifurcation theory

future of music

One of things we pride ourselves on at MIDiA is helping the marketplace peer over the horizon with disruptive, forward-looking ideas and vision. We have a long track record of doing this (you can find a list of report links at the bottom of this post).

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Litigation versus innovation-treading the IP tightrope in the AI era

Cover image for Litigation versus innovation-treading the IP tightrope in the AI era

Tim Mulligan

17 Apr 2024

The year so far has been largely shaped by AI and perception of just how much it is poised to transform consumer lives. The primary focus has been on the technology and how it may be applied. However, the emerging legal framework around which the AI ecosystem will operate is equally important.

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What podcast slowdown? 1.2 billion people will be listening by 2030

Cover image for What podcast slowdown? 1.2 billion people will be listening by 2030

Rutger Rosenborg

11 Apr 2024

spotify podcasts

Is podcasting slowing or growing? Both, as it turns out. With marketing and advertising budget cuts contributing to layoffs and cancellations at major podcasting players like Spotify and NPR, 2023 was an uncertain time for the podcast industry.

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Ideas are king in the land of AI video creation

Cover image for Ideas are king in the land of AI video creation

Ben Woods

11 Apr 2024

Video creator tools

Creator economy

Those with doubts about the impact of AI on video creation should watch Air Head . The surrealist short film about a man with a balloon for a head was pieced together using OpenAI’s Sora , the text-to-video tool that is fuelling fear and curiosity across Hollywood.

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The rise of the IP bank

Cover image for The rise of the IP bank

Tim Mulligan

10 Apr 2024

Post-lockdown saw the rise of media fusion into mainstream media formats, with games titles such as The Last of Us being made into episodic TV series. This followed the metaverse V1 experiences of live streamed music concerts from the likes of Travis Scott and Marshmello in Epic Game’s Fortnite .

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Steam is the unlikely winner of the modern console wars – for now

Cover image for Steam is the unlikely winner of the modern console wars – for now

Rhys Elliott

4 Apr 2024

Thanks to console manufacturers and third-party publishers moving content to Steam, Valve now boasts one of the most diverse AAA offerings on the market, benefitting from new strategies adopted by Xbox and PlayStation.

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Spotify wants to make podcasts a marketing driver for music

Cover image for Spotify wants to make podcasts a marketing driver for music

Rutger Rosenborg

4 Apr 2024

Music streaming

Last summer, Variety published an article about the effect Alex Cooper’s Call Her Daddy podcast has on boosting the streams of her musician guests . According to Spotify, Anitta’s streams increased by 155%, Madison Beer’s by 130%, John Legend’s by 200%, and John Mayer’s by 350% after each artist appeared on Cooper’s show.

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Disney’s IP bank is its ultimate superpower which it needs to double down on investing in hybrid IRL success

Cover image for Disney’s IP bank is its ultimate superpower which it needs to double down on investing in hybrid IRL success

Tim Mulligan

4 Apr 2024

Disney’s annual shareholder meeting has confirmed that its management team, led by streaming and IP visionary Bob Iger, remains firmly in control of the media major’s destiny by thwarting Nelson Peltz’s push to acquire a board seat.

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Take-Two acquires Gearbox as cross entertainment synergies ramp up

Cover image for Take-Two acquires Gearbox as cross entertainment synergies ramp up

Karol Severin

28 Mar 2024

take two interactive

We have barely made it to the end of the first calendar quarter of 2024 and MIDiA’s prediction about a $100 million+ acquisition in the games industry has panned out. Take-Two Interactive (Take-Two) is acquiring The Gearbox Entertainment Company from Embracer for $460 million, paid with common stock.

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AI could enable a golden age of audio piracy

Cover image for AI could enable a golden age of audio piracy

Rutger Rosenborg

28 Mar 2024

Everyone knows the story: In the early 2000s, peer-to-peer (P2P) file-sharing platforms like Napster, Kazaa, and LimeWire helped digital music piracy proliferate, ultimately decimating recorded music revenue for years.

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Why Prime Video's Mr Beast gamble can fuel Amazon's advertising business

Cover image for Why Prime Video's Mr Beast gamble can fuel Amazon's advertising business

Ben Woods

25 Mar 2024

Amazon Prime Video has embarked on a big bet that could reshape the relationship between streaming TV and content creators. Long rumoured, the deal between YouTube superstar Mr Beast and Prime Video was made official on Tuesday (March 19th, 2024) with some headline grabbing details.

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As Spotify corners audiobooks, Audible eyes functional audio

Cover image for As Spotify corners audiobooks, Audible eyes functional audio

Rutger Rosenborg

22 Mar 2024

Over the course of 30 years, Audible’s catalogue has grown to include more than 470,000 audiobooks, at least according to their own ads . In less than a year, Spotify’s catalogue has grown to include more than 200,000 audiobooks, which is already 42.

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Global recorded music revenues grew by 9.8% in 2023

Cover image for Global recorded music revenues grew by 9.8% in 2023

Mark Mulligan

18 Mar 2024

recorded music 2023

recorded music revenues

Growth is back! After a slower 2022, global recorded music revenues grew by 9.8% in 2023 to reach $35.1 billion, compared to 7.1% in 2022, which means that the market is now more than double (124.5%) the size it was in 2015.

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MIDiA independent label and distributor survey

Cover image for MIDiA independent label and distributor survey

Mark Mulligan

14 Mar 2024

Independent labels

MIDiA is fielding its annual independent label and distributor survey . This is the chance for the independent sector to have its voice heard. Given all of the changes that are taking place in the streaming economy, there has perhaps never been a more important time for this.

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BarbenHeimer needs to usher in media fusion to fully revitalise cinema

Cover image for BarbenHeimer needs to usher in media fusion to fully revitalise cinema

Tim Mulligan

13 Mar 2024

In many ways the 96th Academy Awards was positioned as the critical confirmation of last year’s double blockbuster performances of Oppenheimer and Barbie . Collectively, these titles generated $2.4 billion at the box office in 2023 and were heralded as announcing the return of cinema to the heart of the cultural zeitgeist.

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