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.

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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Disney’s direct-to-consumer business is now profitable – so what comes next?

Cover image for Disney’s direct-to-consumer business is now profitable – so what comes next?

Tim Mulligan

7 May 2024

direct-to-consumer

Today, Disney announced its fiscal second quarter 2024 financial results (calendar Q1 2024). All eyes were on the Entertainment Segment, where its direct-to-consumer (D2C) division matched MIDiA’s call that it would finally post its first ever operating profit four and a half years after the launch of Disney+.

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Focusing too much on Xbox's hardware decline misses the point

Cover image for Focusing too much on Xbox's hardware decline misses the point

Rhys Elliott

2 May 2024

Microsoft recently released its Q1 2024 financial results (fiscal Q3). Gaming revenue was up +51% and Xbox content / services revenue was up +62%. These gains mostly came from Microsoft’s Activision Blizzard acquisition.

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Amazon opens the IP tap for its Audible to Prime Video pipeline — your move, Apple

Cover image for Amazon opens the IP tap for its Audible to Prime Video pipeline — your move, Apple

Rutger Rosenborg

2 May 2024

subscription video on demand

Streaming video

Marvel proved that spinning out intellectual property (IP) from comic books to movie franchises could be incredibly lucrative. With the growth of video games, this transmedia strategy has expanded to streaming video on demand (SVOD) with successes like The Last of Us on HBO Max and, most recently, Fallout on Amazon Prime Video.

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What TikTok and Spotify have in common

Cover image for What TikTok and Spotify have in common

Tatiana Cirisano

2 May 2024

In all likelihood, it has been years since anyone working in music went a week without talking about TikTok. In fact, the same probably goes for anyone with an internet connection. The platform’s clash — and now, reunion — with Universal Music Group; potential to be banned in the U.

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AI video generators have underestimated the appeal of being a suffering artist

Cover image for AI video generators have underestimated the appeal of being a suffering artist

Ben Woods

1 May 2024

video production

Given the tussle for technological dominance between Asia and the West, it is unsurprising that China has launched a competitor to OpenAI’s Sora . Unveiled at the ZGC Forum in Beijing on Saturday (April 27, 2024), Vidu is China’s text-to-video model that can generate content with simple prompts.

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Video Creators: Tell us how you create for a chance to win $500

Cover image for Video Creators: Tell us how you create for a chance to win $500

Ben Woods

30 Apr 2024

Creator economy

MIDiA is building a new research stream focused on video creators and the tools they use to create. We are striving to understand the unique workflows and creative processes that underpin the art of making engaging video content.

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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.

min read

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.

min read

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.

min read

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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