Business Strategy blog by MIDiA Research

Blog: Business Strategy - Page 8

Read our latest daily deep dives, hot takes, and exciting updates about the digital entertainment world. Check out the latest from your favourite analyst, or search by coverage - games, video, music, audio, social, or critical developments.

What Netflix needs to do next

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Tim Mulligan

25 Oct 2023

Business Strategy

Netflix’s Q3 2023 numbers were better than expected, with quarterly revenue up by 7.8% year on year to reach $8.5 billion, and operating margin now up to an impressive 22.4%. The company attributed its...

min read

There are no elite artists without elite artist development

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Kriss Thakrar

24 Oct 2023

artist development

Creator Economy

A recent interview with Mariah the Scientist saw her speak about the struggle of performing for only the second time in front of a crowd at one of the world’s biggest festivals, Rolling Loud. She shared...

min read

Two-tier licensing is about to become a reality

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Mark Mulligan

24 Oct 2023

Streaming Royalties

With the dust still far from settled on the UMG / Deezer streaming royalty proposal, something even bigger is coming: Spotify is turning the concept into reality in Q1 2024. The behind-the-scenes conversations...

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Can subscriptions keep the lights on for social?

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Hanna Kahlert

19 Oct 2023

user generated content

Digital advertising has long been the financial backbone of the digital world. It has underpinned the business models of the likes of Google and Meta, and its absence has been the value proposition of...

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How Taylor Swift has ushered in an era of direct distribution for media fusion

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Tim Mulligan

19 Oct 2023

Taylor Swift | The Eras Tour Concert Film

Cinematic releases of music concerts are nothing new, with the likes of the Beatles Help! film of 1965 ushering in a new era of mass participation for global fanbases beyond the concert arena. When Covid...

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What music could gain from social platform subscriptions

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Tatiana Cirisano

17 Oct 2023

Last week, Epic Games’ comments about “low margins” in the creator economy prompted a burning question : What happens when consumer creations become more popular than the core content they draw from?...

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Music has become a ‘just-in-time’ economy

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Mark Mulligan

16 Oct 2023

The modern day economy is built upon ‘just-in-time’ supply chains. This framework has enabled the benefits of consumerism that we have come to enjoy, such as next day delivery, out of season foods...

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Are the ongoing layoffs in games indicative of a wider issue in the games industry?

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Karol Severin

6 Oct 2023

The layoffs wildfire that struck the games industry at the start of 2023 does not seem to be stopping - the most recent being Epic Games last week. Firstly, on a personal level, it has been really sad...

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Epic blames layoffs on low creator margins — what does that mean for the rest of entertainment?

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Tatiana Cirisano

4 Oct 2023

Content Creators

Increasingly, engaging with entertainment involves some form of creation — be it turning your life into a Wes Anderson film , making songs with Grimes’ vocals , or learning the choreography to your...

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Spotify’s audiobooks move is another brick in the audio wall

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Mark Mulligan

4 Oct 2023

Streaming has come a long way since its days as a pure music service for super fans. Spotify’s announcement that it is making 15 monthly audiobook hours available to premium subscribers is simply the...

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Regulatory decisions around AI will shape the future of digital ecosystems

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Hanna Kahlert

27 Sep 2023

Looking back, the Francis Haugen testimony spelled a turning point for social platforms. It represents a moment where they, and tech more generally, went from being able to ‘build fast and break things’...

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Why investing in IRL entertainment is so important for Disney’s streaming future

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Tim Mulligan

26 Sep 2023

It appears that investors are losing confidence in Disney as the transition from linear TV to streaming TV moves into its final chapter. Last week, Disney saw its stock price fall after announcing that...

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Streaming’s problems will not be fixed by royalties alone

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Mark Mulligan

15 Sep 2023

Streaming Music

Music Streaming

Streaming Royalties

UMG and Deezer’s artist-centric royalty proposal got the amount of attention both parties probably wanted , if not necessarily the type of attention they were after. However, the intent was to kick start...

min read

Unity’s pricing is a symptom, not the cause of tougher times ahead for the games industry

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Karol Severin

14 Sep 2023

game developers

Earlier this week, Unity announced that from 2024 it will start charging developers for the number of downloads / installs of their games. Developers unsurprisingly threw their proverbial toys out of the...

min read

Niche is the way forward: DSP’s need function, not features

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Hanna Kahlert

14 Sep 2023

It has never been easier to become a music creator. But, it has arguably never been harder to remain one as a full-time career. There are a whole host of reasons behind this, not least of which is a streaming...

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Cannibalisation is inevitable for YouTube as the attention economy bites

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Ben Woods

13 Sep 2023

When YouTube launched Shorts in 2021, the social video platform was knowingly risking de-stabilising its core business. The rationale behind launching a short-form video offer was that the risk of not...

min read

As Sam Ryder cuts to the chase, the question is do all artists become indie?

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Keith Jopling

7 Sep 2023

Creator Economy

Like everyone, I have a basket of core artists I am a dedicated fan of. But there is a wider group of artists I follow and am always intrigued about, both musically and in terms of their career trajectory....

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How to make artist centric artist centric

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Mark Mulligan

6 Sep 2023

Streaming Royalties

Music Streaming

Music Royalties

Deezer and UMG announced a major (in both senses of the word) shake up of streaming music royalties. This is arguably the biggest streaming market development in years, as it will set the tone for market-wide...

min read

Misaligned incentives make the music business a zero-sum game

Cover image for Misaligned incentives make the music business a zero-sum game

Tatiana Cirisano

17 Aug 2023

streaming services

“Pop Stars Aren’t Popping Like They Used To”, Billboard ’s Elias Leight writes in a recent article, in which record label executives stress over the struggle to break new artists. The article (or...

min read

Alex Cooper’s new podcast network questions her future at Spotify and fuels competition for creators

Cover image for Alex Cooper’s new podcast network questions her future at Spotify and fuels competition for creators

Annie Langston

16 Aug 2023

Call Her Daddy’s Alex Cooper has launched her own podcast network. A subsidiary of Trending , the media company Cooper launched earlier this year, The Unwell Network is targeting Gen Z audiences. In...

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