MIDiA Blog - Page 97

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 Fox Has Given Comcast The Cold Shoulder And Why Disney Is Now The Preferred Option

Tim Mulligan

13 Dec 2017

The end of 2017 is shaping up to be a pivotal time for the video landscape in the US. Tomorrow, the Federal Communication Commission (FCC) will vote on whether or not to remove the common carrier designation with which Internet Service Providers (ISPs) are currently designated.

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Shazam Is Apple’s Echo Nest

Mark Mulligan

11 Dec 2017

Shazam finally found a buyer: Apple. Ever since its affiliate sales revenue model crumbled with the onset of streaming (there’s no business in an affiliate fee on a $0.01 stream), Shazam has been trying to find a new business model.

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Facebook Launches App For Under 13s

Karol Severin

8 Dec 2017

Facebook has launched Messenger Kids, a free video calling and messaging app designed for kids to connect with friends and family from their tablet or smartphone. Until now, all apps from the company had 13 as the minimum age according to the Terms and Conditions.

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Influence, Persuasion and Chance the Rapper

Zach Fuller

8 Dec 2017

Media and Marketing

Regular readers of MIDiA’s blog may have noticed by now that articles are often influenced by what the analyst is reading at that given moment. In the past year alone, this has seen us draw analogies of the Roman Slave Trade for Spotify to Apple’s Medici-style patronage of the arts.

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What The End Of The Net Neutrality Could Mean For Streaming Businesses

Tim Mulligan

8 Dec 2017

On December 14th the US Federal Communications Commission (FCC) will vote on whether or not to end the regulation around net neutrality. New FCC Chairman Ajit Pai believes that net neutrality issues are no longer needed, because the Federal Trade Commission (FTC) can protect consumers from broadband...

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Twitter Lite is now available on Google Play In 24 more countries

Karol Severin

1 Dec 2017

Twitter has launched Twitter Lite on Google Play store in 24 countries. The move comes after successful testing in the Philippines. Users in countries where mobile data is expensive, and perhaps disposable income is relatively low, will welcome the Lite version.

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Spotify, Tencent And The Laws Of Unintended Consequences

Mark Mulligan

1 Dec 2017

Media and Marketing

Critical Developments

News has emerged that Spotify and TencentMusic could be swapping 10%equity in each other’s companies ahead of Spotify’s public listing. There are some obvious implications for both enterprises, as well as some less immediately obvious, but even more interesting permutations: Spotify gets a footh...

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Slush 2017 – All To Play For

Tim Mulligan

1 Dec 2017

Generation Investment Management

In case you haven’t heard, this week, mainland Europe’s northernmost capital Helsinki is ground zero for tech and media. It all kicked off on Tuesday November 28 with the two-day Slush Music 2017; the main Slush event, which opened yesterday, concludes today.

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Snapchat’s Re-Design Is Likely Too Little Too Late

Zach Fuller

30 Nov 2017

Branded content

digital advertising

Having promised a ‘whole new Snapchat’, it appears the app’s mooted re-design is not the revolution Evan Spiegel proposed during his company’s Q3 earnings call. The company’s founder stated that: “While blurring the lines between professional content creators and your friends has been an...

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Quick Take: Is Rovio’s 20% stock price dip justified?

Karol Severin

27 Nov 2017

Rovio reported its Q3 2017 results, the first financial report since its initial public offering (IPO) as a listed company. Despite revenue (€70.7 million, or approximately $84.2 million) having increased 41.

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Majors Get The Tracks But Not The Longevity On Today’s Top Hits

Cover image for Majors Get The Tracks But Not The Longevity On Today’s Top Hits

Mark Mulligan

27 Nov 2017

A post by Chartmetric’s Sung Cho diving into Spotify playlist metrics caught my attention, and one aspect in particular: how the major labels dominate the flagship Spotify playlist Today’s Top Hits.

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With Amazon's Black Friday in Full Swing, What Would Marshall McLuhan Think of Voice Control?

Zach Fuller

24 Nov 2017

Media and Marketing

AsBlack Friday kicks into gear throughout the US, Amazon has been quick to adopt the occasion as an opportune event for getting more Echo devices into Prime customer households. MIDiA has been writing a lot the past year on implications of voice technology, and it got me thinking about what one of t...

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With interest in Fox’s video content business, is 2017 the beginning of the end for traditional TV and film companies?

Tim Mulligan

21 Nov 2017

21st Century Fox

Last Friday, media stocks in the US rose on the back of news that 21st Century Fox had been approached by Comcast, Walt Disney Co, Sony and Verizon over the possible sale of its film and international TV assets.

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This Is What Post-IPO Life Will Look Like For Spotify

Cover image for This Is What Post-IPO Life Will Look Like For Spotify

Mark Mulligan

17 Nov 2017

Netflix share price

With a fair wind, Spotify’s long-anticipated public offering should happen before the end of Q2 2018 (and yes, probably a direct listing rather than an IPO but 'IPO' worked better in the title!) . The music industry will be watching with keen interest as it is going to be the bellwether for the st...

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How Much Money Is Tencent Really Making From Games?

Karol Severin

17 Nov 2017

tencent q3 2017 results

Tencent reported its third quarter results this week, surpassing analyst expectations. It is hardly news that Tencent is going from strength to strength in terms of its games-related revenues. However, the way it reports financials still underestimates just how important games are to its money-makin...

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Quick Take: YouTube Moves Into Social E-commerce With Ticketmaster Partnership

Zach Fuller

15 Nov 2017

Amazon Prime Video

YouTube has announced a partnership with Ticketmaster that will allow its video property to connect users directly with concert tickets. The deal is non-exclusive and similar to a previous coalition between Ticketmaster and Spotify.

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Has The SVOD Killer Arrived?

Tim Mulligan

14 Nov 2017

In 2014 ESPN had 95 million subscribers and its $10.8 billion in revenues accounted for 25.7% of Walt Disney Co’s $40.2 billion revenue. In 2015, ESPN lost three million subscribers and this 3% decline in subscriptions and the historic operating margins of 40-45% for cable and satellite, underpinn...

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Is Hip Hop Keeping Female Artists Out Of The Charts?

Cover image for Is Hip Hop Keeping Female Artists Out Of The Charts?

Mark Mulligan

12 Nov 2017

females in streaming

There is a gender divide in the upper echelons of popular music. In the US, Taylor Swift is the first woman to top the Hot 100 in 2017, with hits by women accounting for just 14% of all top 10 hits throughout the course of the year.

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Despicable Me 3 and Hollywood’s Shift Towards International Film Franchises

Cover image for Despicable Me 3 and Hollywood’s Shift Towards International Film Franchises

Tim Mulligan

10 Nov 2017

despicable me 3

international box office

The forthcoming digital release of Despicable Me 3, timed to coincide with the Thanksgiving holiday is a reminder of the tectonic plates currently underway in the movie industry. Long used to a US-centric view of the world, Hollywood has, in recent years, become increasingly aware of the revenue opp...

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Tencent Can’t Lose With Its 12% Stake Purchase in Snap Inc

Zach Fuller

10 Nov 2017

As tech’s big players continued to rollout their Q3 earnings reports, one of the most startling revelations was quietly embedded within Snap Inc’s stock ownership. The section read: In November 2017, Tencent Holdings Limited notified us that it, together with its affiliates, acquired 145,778,246...

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