disney blog by MIDiA Research

Blog: disney

Take Five (the big five stories and data you need to know) November 18th 2019

Blog post by Mark Mulligan

18 Nov 2019

Bytedance subscription: Bytedance, parent of TikTok, is reportedlyclose to launching a music subscription service, initially focused on emerging markets. The big question is whether Bytedance will get...

Disney+ Recovers From Initial Blunder to Surpass 10 Million Sign Ups on Debut!

Blog post by Alistair Taylor

14 Nov 2019

21st century fox

all-encompassing offering

AppleTV+. Market saturation

Disney claims unexpected traffic on its newly-launched service was at fault for the buffering and technical issues of Disney+’s launch Tuesday . The issues highlight just how difficult it is transitioning...

Take Five (the big five stories and data you need to know) November 11th 2019

Blog post by Mark Mulligan

11 Nov 2019

airpods

apple tv

BTS

BTS, fandom 3.0: The management of BTS’s distributor was trying to work out who had green-lit an unauthorized billboard campaign for the South Korean boy band . When it turned out that the fans had paid,...

Disney FY 2019 Results – The Final Sanity Check Before Everything Changes

Blog post by Tim Mulligan

8 Nov 2019

d2c

disney

HBO Max

We are now less than a week away from possibly the most important day in Disney’s 21 st century history, as November 12 th is when its direct to consumer (D2C) service Disney+ goes live. While we will...

Why Music Streaming Could Really Do with a Disney+

Blog post by Mark Mulligan

5 Nov 2019

AMC Cinemas

disney

disruptive innovation

The music and video streaming markets have long been best understood by their differences rather than similarities, but the flurry of video subscription announcements in recent months have upped the ante...

Netflix Launches Mobile-Only Plan in Malaysia

Blog post by Amanda Stears

29 Oct 2019

ad-free

advertising video on demand

apple tv

Netflix unveiled its RM17 ($4) mobile-only subscription plan for Malaysia last week on October 24th. The official announcement marks the end of Netflix’s test launch since end of last year, trialling...

The Streaming War Enters a New Phase with Aggressive Content Slates

Blog post by Amanda Stears

22 Oct 2019

apple tv

binge watch

disney

For once, consumers can hit the pause button on subscription fatigue and watch the streaming wars unfold while reaping the benefits of the competition. US viewers are in for a treat as the launches of...

Why the D2C Era Is About to Begin in Earnest

Blog post by Tim Mulligan

11 Oct 2019

apple tv

d2c

direct-to-consumer

Next month Apple TV+ and Disney+ will launch, followed by Warner Media’s HBO Max in Q1 2020 and NBCUniversal’s Peacock in April – making the next six months pivotal in the evolution of direct-to-consumer...

Indonesia’s Gojek Rivals Netflix with New Streaming Service GoPlay

Blog post by Amanda Stears

8 Oct 2019

apple tv

disney

GoGames

Indonesia’s leading mobile payment platform and tech unicorn Gojek launched its video-on-demand (VOD) service on 26 September. This comes shortly after its extension into the gaming industry with its...

Could a Recession Change the Tide for Sports Rights Allocation?

Blog post by Alistair Taylor

24 Sep 2019

additive services

all-encompassing offering

AppleTV+

Revenue remains rights holder’s priority qualifier for allocating rights. However, with an impending recession, we are likely nearing an inflection point whereby rights holders may start to look towards...

The Rationale Behind Apple TV+’s Debut Pricing

Blog post by Tim Mulligan

11 Sep 2019

AppleTV+

disney

HBO Max

Yesterday, (September 10 th 2019), Apple announced both a launch date and new pricing for its video subscription service Apple TV+. This follows on from the March Showtime event where Apple rolled out...

Streaming in Southeast Asia: Challenges and Opportunities for International Competitors

Blog post by Amanda Stears

10 Sep 2019

apple tv

asia pacific

disney

With a combined population of 371.7 million and a combined GDP of $2.9 trillion, Thailand, Malaysia and Indonesia represent sizeable and fast-growing markets for streaming services. The largest players...

Hasbro and the Lure of Peppa Pig

Blog post by Tim Mulligan

29 Aug 2019

Astley Baker Davies

buzzfeed

disney

The decision by US toy company Hasbro’s decision to acquire UK-listed Entertainment One shines a light on the content land grab currently underway in the wake of the direct-to-consumer big bang moment...

CBS, Viacom and Media Mergers: Is It Different This Time?

Blog post by Zach Fuller

15 Aug 2019

cbs

disney

Media

Media mergers have a storied history, and one that is often not too positive. Whether it is Time Warner or AOL, talk of synergies often fades when confronted with consumer appetite – but at the risk...

The Mouse That Roared; Disney Calls Time on Traditional Pay-TV and Netflix in the US

Blog post by Tim Mulligan

7 Aug 2019

disney

ESPN+

hulu

As predicted , Disney has decided to flip the switch and unleash a pay-TV (and Netflix) killer by announcing a Q4 bundle of its streaming services in one joint aggressively-priced offer. On November 12...

Sports and the Tech Majors: A Competitive Partnership

Blog post by Hanna Kahlert

8 Jul 2019

Amazon Prime Instant Video

amazon video

d-day for sporting rights

We’re pleased to announce the launch of our Sports research practice. The Sports vertical provides comprehensive global analysis of the key players unleashing disruption in the business of sport broadcasting,...

Why the UFC Wants to Replicate the Yao Ming effect

Blog post by Alistair Taylor

25 Jun 2019

athlete

audience culture

brand leverage

The NBA is the third highest grossing league globally, generating $7.4 billion in 2017, behind domestic rivals MLB and NFL. Whereas the MLB and NFL have largely struggled to entice a truly global following,...

Is Cricket the New ‘Greatest Show on Turf’?

Blog post by Alistair Taylor

19 Jun 2019

21st century fox

ad skippers

addressable audience

Even before the St. Louis (now LA) Rams were setting records in the NFL during the 1999-2001 seasons, earning the nickname ‘The Greatest Show on Turf’, the Super Bowl was viewed as an unrivalled opportunity...

Heavyweight Battle for Premium Sporting Rights Dependent on Three Factors

Blog post by Alistair Taylor

3 Jun 2019

BAMTech

broadcast rights

The sports rights landscape has changed fundamentally with the emergence of streaming subscription video on demand (SVOD) services. Digital and broadcast rights used to be separate deals entirely, but...

Disney’s Latest Earnings Are Buoyed by Growth in Their Theme Park and Direct-to-Consumer Revenues

Blog post by Alistair Taylor

10 May 2019

21st century fox

additive service

assets

On Wednesday night the Walt Disney Company reported quarterly earnings for its second fiscal quarter ending March 31 st 2019, beating analyst estimates with a 3% increase in year-on-year (YoY) quarterly...

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