Blog: Business Strategy - Page 9

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.

Music subscriber market shares 2023: New momentum

Cover image for Music subscriber market shares 2023: New momentum

Mark Mulligan

8 Feb 2024

music subscriber market shares

Streaming market share

With UMG leading the charge to reshape the music industry into a more label-friendly form, 2023 may, with hindsight, go down as the year before everything changed . Whatever lies ahead though, new models will take time to deliver benefits.

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Why Spotify’s podcast exclusivity era is coming to an end

Cover image for Why Spotify’s podcast exclusivity era is coming to an end

Rutger Rosenborg

7 Feb 2024

spotify podcasts

In July 2021, Spotify paid Alex Cooper more than $60 million for the exclusive rights to host her hit podcast, Call Her Daddy . On January 31st, six months short of the end of that deal term, Spotify announced that Call Her Daddy will be available on all platforms .

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What the launch of the “Hulu for sports” platform means for Disney and for sports TV

Cover image for What the launch of the “Hulu for sports” platform means for Disney and for sports TV

Tim Mulligan

7 Feb 2024

Hulu for sports

Today, ESPN (a Disney subsidiary), Fox, and Warner Bros Discovery announced : “...an understanding on principal terms to form a new joint venture (JV) to build an innovative new platform to house a compelling streaming sports service.

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What is at stake in the TikTok-UMG showdown

Cover image for What is at stake in the TikTok-UMG showdown

Tatiana Cirisano

1 Feb 2024

Music streaming

Universal Music Group

Music’s biggest on-again, off-again relationship just took a turn for the ugly, as Universal Music Group is pulling its music off TikTok. We have seen this movie before: Every time the music industry negotiates licenses with social platforms, the battle boils down to a question of who needs the other more.

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PLAY – music’s next chapter

Cover image for PLAY – music’s next chapter

Mark Mulligan

31 Jan 2024

Business Strategy

The old maxim that change is the only constant feels tailor made for the 21stcentury music business. No sooner does the industry get its head around one paradigm shift then another one comes along. First piracy, then downloads, then streaming, then the rise of the independent artist and now…well, just what is ‘now’? AI may be the word on everyone’s lips, but as transformational as it will be, it is going to be an enabler of a wider shift, one that will see a forking from today’s LISTEN-focused ecosystem, resulting in the emergence of a new, parallel PLAY-focused one.

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Why Channel 4 is the canary in the digital ad mine

Cover image for Why Channel 4 is the canary in the digital ad mine

Tim Mulligan

30 Jan 2024

Yesterday, UK publicly owned (yet ad-funded) broadcaster Channel 4 announced that it was laying off 200 staff and closing 40 roles; reducing its headcount by 18%. In the press release for the announcement, Chief Executive Alex Mahon stated : “.

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Is it time for streaming TV to rethink monthly billing?

Cover image for Is it time for streaming TV to rethink monthly billing?

Ben Woods

26 Jan 2024

What characteristics define the streaming TV revolution? The welter of content on offer? Big budget TV shows and binge watching? Perhaps th emost important is price point and consumer flexibility? The rise of Netflix led to a dismantling of the pay TV model from annual contracts at higher price points to low-cost monthly contracts.

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One stream’s trash, another stream’s treasure – if everything’s niche, what success can you measure?

Cover image for One stream’s trash, another stream’s treasure – if everything’s niche, what success can you measure?

Hanna Kahlert

24 Jan 2024

At this point, we are all on the same page, or at least should be, that ‘niche is the new mainstream’. Thanks to the (sometimes brutal) accuracy of social algorithms, pretty much any artist can find their ideal fans, no matter where they are in the world.

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Smackdown: Netflix is now a sports streamer – and this is just the beginning

Cover image for Smackdown: Netflix is now a sports streamer – and this is just the beginning

Tim Mulligan

23 Jan 2024

Today Netflix announcedthat it has just secured the 10-year exclusive rights to show WWE’s flagship weekly programme Raw in the U.S., Canada,U.K., and Latin America, with additional countries and regions to follow.

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How X can become a leading social video player by fuelling controversy over creativity

Cover image for How X can become a leading social video player by fuelling controversy over creativity

Ben Woods

17 Jan 2024

Elon Musk has celebrated a small win after persuading Jimmy Donaldson – aka Mr Beast – to post a video on Twitter/ X. Until now, X’s attempts to woo the superstar creator have been rebuffed . Mr Beast had spoken openly about how he would only make a small amount of money on X compared to video posts on YouTube.

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Why increased ad-based engagement is hampering Netflix’s revenue growth

Cover image for Why increased ad-based engagement is hampering Netflix’s revenue growth

Tim Mulligan

16 Jan 2024

Netflix ARPU Growth

Netflix basic with ads

Speaking at the Variety Entertainment Summit in Las Vegas, Netflix’s president of advertising, Amy Reinhard, revealed that the company now has more than 23 million monthly active users globally on its ad tier (up from the 15 million announced in November 2023 one year after launching the plan ).

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For years, we said to take games efforts of these companies seriously – now they are serious players

Cover image for For years, we said to take games efforts of these companies seriously – now they are serious players

Karol Severin

12 Jan 2024

MIDiA has always been bullish about traditionally non-gaming tech companies’ opportunity in games. The first time we wrote about Netflix’s opportunity in games was in 2017. We also wrote about the significance of Apple Arcade early on ( here , here , and reiterated reasons for the games industry to take it seriously again, here ).

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Here is how livestreaming can pay its way in 2024 – and creators will not like it

Cover image for Here is how livestreaming can pay its way in 2024 – and creators will not like it

Ben Woods

11 Jan 2024

Creator economy

Twitch has become the latest company to provide a sobering outlook for the creator economy. On Wednesday (January 11th, 2024)chief executive Dan Clancy confirmed press rumours that Twitch would be cutting more than 500 staff from its workforce.

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Why the era of spatial computing will need its entertainment moment

Cover image for Why the era of spatial computing will need its entertainment moment

Tim Mulligan

11 Jan 2024

spatial computing

On Monday, Apple announced the February 2ndlaunch date for the Vision Pro. For those unfamiliar with this hybrid augmented reality virtual reality device, it is, in the words of the press release : “A revolutionary spatial computer that transforms how people work, collaborate, connect, relive memories, and enjoy entertainment.

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Smart TV operators are gamifying engagement – here is how they can dial it up a notch

Cover image for Smart TV operators are gamifying engagement – here is how they can dial it up a notch

Ben Woods

4 Jan 2024

Tracking Father Christmas’ journey on a smartphone app is a festive tradition of the modern era. Much like leaving a carrot out for Rudolf, many families are now logging on come Christmas Eve to keep tabs on his progress via different tracking apps.

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Audiobooks enter their streaming era, but will it pay off?

Cover image for Audiobooks enter their streaming era, but will it pay off?

Rutger Rosenborg

3 Jan 2024

Most people agree that streaming saved the recorded music industry, but that only happened because demonetised digital consumption helped bring it to the brink of death in the first place. The internet has also helped gut print media over the last two decades.

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Who will be the winners in video as the walled gardens of entertainment recede?

Cover image for Who will be the winners in video as the walled gardens of entertainment recede?

Ben Woods

21 Dec 2023

Protectionist measures that kept the streaming wars alive are being wound back. Licenced content is back in vogue, despite streaming TV being built on exclusive shows. Competitive tensions are cooling as entertainment looks to bundle services to combat the cost-of-living crisis, and super aggregators are making it easier for consumers to switch between streaming services like linear TV channels.

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Predicting what happens next in video….

Cover image for Predicting what happens next in video….

Tim Mulligan

19 Dec 2023

2024 predictions

video predictions

If 2023 was the year of consolidation in video, 2024 is poised to be one of experimentation and disruption. First up, the lag in content output as a result of this year’s writers and actors strikes left significant gaps in new content.

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MIDiA’s 2024 predictions: The algorithm is not listening

Cover image for MIDiA’s 2024 predictions: The algorithm is not listening

Mark Mulligan

18 Dec 2023

midia predictions

2024 predictions

tech predictions

November is one of my favourite times of year, as an analyst anyways. Why? Because it is when the MIDiA team pool their collective brainpower to formulate our end-of-year predictions. What gives our predictions their unique angle is that they are constructed within an inter-connected framework, factoring in the cross-industry trends that will shape the coming years.

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How back catalogue shows can soften the blow from the Hollywood strikes in 2024

Cover image for How back catalogue shows can soften the blow from the Hollywood strikes in 2024

Ben Woods

15 Dec 2023

Hollywood Strikes

It is that time of year when MIDiA Research makes its annual predictions for 2024 . While there is a strong track record of accuracy, there will always be unforeseen opportunities and challenges that boost and buffet the music, video, and games industry over the next 12 months.

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