Blog: Entertainment and Fandom - Page 45

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.

TikTok Steals a March On Disney

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Tim Mulligan

19 May 2020

Kevin Mayer who has been instrumental in leading the Disney direct-to-consumer (D2C) strategy has left Walt Disney Co. to become CEO and COO of TikTok, the disruptive social media app owned by Chinese tech major ByteDance.

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The Last Dance – ESPN Raining Threes

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Alistair Taylor

18 May 2020

With the pandemic-enforced postponement of live sports creating an entertainment void for sports fans, US broadcaster ESPN played its trump card to capitalise on the thirst for stimulating content during lockdown.

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Endeavor, Epic Games and the Future Of Digital Entertainment Venues

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Karol Severin

15 May 2020

digital entertainement venues

Just a couple of months ago Endeavor was on its journey of building a true cross-entertainment conglomerate. Endeavor recognised a long time ago the synergies which can be achieved from cross-entertainment partnerships and bet heavily on this for its future evolution.

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Video Steps into the First On-Demand Recession

Tim Mulligan

13 May 2020

A much-cited phrase used to quantify the recent run of cable and satellite TV subscriptions cancellations in the US has been “horrific”. In Q1 the leading publicly-reporting traditional pay-TV providers reported a record 1.

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Artists – Have Your Voice Heard

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Mark Mulligan

12 May 2020

midia artist survey

MIDiA is fielding its third biannual Artist Survey. Our two surveys last year were very successful and got hundreds of artist responses. MIDiA’s artist surveys takes the pulse of the artist community and provides this information back to the artist community.

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Disney’s Results for Calendar Q1 Underlines The Importance Of its D2C Pivot

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Tim Mulligan

7 May 2020

There was no dressing it up. Disney had a bad start to the year from a financial perspective. In its Q2 2020 (calendar Q1 2020) report the company announced an 85% decline in income from its continuing operations before taxes, and an even greater 91% decline in net income from continuing operations.

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‘You’re not singing anymore’ - English Premier League set to lose over $1 billion

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Alistair Taylor

7 May 2020

The English Premier League (EPL) is faced with the very real possibility that it will have to play out the entirety of the 2020/2021 soccer season behind closed doors, starving teams of more than $1 billion in lost matchday revenue.

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Does Virgin Media Plus O2 Equal A New UK Communications Major?

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Tim Mulligan

6 May 2020

Liberty Global which is the parent company of Virgin Media, is in talks with Telefonica subsidiary O2 about combining the two businesses together to create a new UK challenger to BT. Virgin Media is the second largest pay-TV operator in the UK with four million video subscribers and 5.

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What is the value of exposure when exposure is all there is?

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Mark Mulligan

6 May 2020

There is an existential debate going on at the moment, around whether streaming is paying artists enough. It may feel like a rerun of old debates but it is catalysed by COVID-19 decimating artist income.

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How COVID-19 Catalysed Competitiveness Among The Video Majors

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Tim Mulligan

5 May 2020

While the previous two months of pandemic disruption has had a dramatic impact upon video streaming, the overall direction of travel for video has remained constant, with video streaming remaining the future of TV and film consumption.

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Collapsing Maul: Sport Facing Global Rights Re-valuations

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Alistair Taylor

4 May 2020

broadcast rights

The English Gallagher Premiership Rugby provides another case study that demonstrates just how significant COVID-19’s impact on rights holders is likely to be moving forward, as it faces a substantial drop in the value of its broadcast rights.

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Travis Scott has Only Scratched the Surface of Music Games Tie Ups

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Mark Mulligan

1 May 2020

In February 2019 Marshmello caused ripples of almost tidal proportions across the music business when 10.7 million Fortnite fans watched him perform a ‘concert’ in the game. Then in April 2020 Travis Scott followed in his shoes with his own Fortnite concert, pulling in 12 million players.

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The ‘Covid Bounce’ In Games Can Cloud Judgement About What Lies Ahead

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Karol Severin

1 May 2020

Compared to most, the games industry has benefited from the Covid-19 outbreak and related lockdowns. For a lot of games companies, engagement has increased and so have revenues, albeit just partially. Looking at the wider landscape suggests this will be a temporary dynamic which can cloud the view of where the market is truly going.

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YouTube Ad Revenue Continues To Grow But For How Much Longer?

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Tim Mulligan

30 Apr 2020

On Tuesday (28th April), Alphabet, the holding company for Google released its Q1 2020 results. The performance of Google is hugely important across both the digital economy and the financial sector. Google and Facebook between them account for the overwhelming majority of digital advertising outside of China, and Google is the G in the FAANGs – the tech major stocks that largely drove the US bull market, which came to a brief yet shuddering halt last month as the magnitude of the COVID-19 pandemic revealed itself to Wall Street.

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Historical and Crime Dramas Are Dominating Lockdown Viewing

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Tim Mulligan

29 Apr 2020

Defending Jacob

historical drama

As a quarter of the world goes into a second month of lockdown some interesting trends are starting to emerge. First of all was the spike in TV and video consumption with linear viewing challenging the long-term trend away from appointment-to-view schedules.

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HBO Max Now Has Its Launch Date-Will This Turn Out To Be Good Or Bad Timing?

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Tim Mulligan

24 Apr 2020

On Tuesday, AT&T subsidiary Warner Media announced the launch date for its forthcoming D2C streaming video service HBO Max. On May 27 th HBO Max will launch into a world radically different from the one envisaged at the HBO Max debut event held in October 2019.

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The Battle Down Under

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Alistair Taylor

23 Apr 2020

#playerstogether

additive services

With COVID-19 exposing the vulnerability of pureplay sport streaming services , the importance of building out a robust and downturn-proof offering is fundamental to the viability of these currently additive services.

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Netflix Q1 2020- Streaming’s First Financial Lockdown Update

Cover image for Netflix Q1 2020- Streaming’s First Financial Lockdown Update

Tim Mulligan

22 Apr 2020

As the world continues to adjust to the new normal of lockdown, work and entertainment now revolves around the home. Over the past month a combination of consumer survey data, ratings announcements and press releases from streamers have provided us with a glimpse into the real impact of COVID-19 lockdown measures on streaming.

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Watch out Twitch, YouTube, and Apple Arcade: Facebook gaming is coming for your market share

Cover image for Watch out Twitch, YouTube, and Apple Arcade: Facebook gaming is coming for your market share

Karol Severin

21 Apr 2020

facebook gaming

Facebook has launched a new app, Facebook Gaming, currently available on Google Play. Though the company has been in games for years, this is a major development in its games-related strategy as well as the interactive entertainment landscape more broadly.

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Consumption and production impacts on TV and video streaming under lockdown

Tim Mulligan

21 Apr 2020

COVID-19 programming

Unsurprisingly the UK government opted to extend lockdown for a further three weeks last week, and today will mark the first full month of lockdown for UK consumers. In the US 95% of the population is now under lockdown, and globally 25% of consumers remain officially home-bound.

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