Blog: investors

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.

Have We Reached Peak Tech?

Mark Mulligan

27 Sep 2019

Alexa

disruption

dot com

In last week’s Take Five I highlighted a Vox story which reported that over the last year the number of companies using terms like ‘tech’ or technology’ in their documents is down 12%. This is an early indicator of a much more fundamental concept – we may have already reached peak in the tech sector, the business sector that has driven the fourth industrial revolution.

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Spotify’s New Rules of Engagement

Mark Mulligan

12 Jun 2018

investors

Spotify

spotify as a label

It is easy to feel that the pervasive obsession with Spotify overplays its importance to the recorded music industry. On the one hand it may only represent 27% of global recorded music revenues, but this compares to a peak of around 10% that Apple enjoyed at the peak of the iTunes Music Store.

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Has Snapchat Learned From Twitter’s IPO?

Zach Fuller

14 Oct 2016

Amazon

augmented reality

echo

Snap Inc, the parent company of messaging app Snapchat, have hired Goldman Sachs and Morgan Stanley for a seemingly imminent IPO. In addition to being one of the first app generation unicorns (alongside Spotify and Uber) to go public, the company is doing so at a time when fellow social media giant Twitter is in the process of selling itself, having seemingly been stalled by acquisition discussions with Disney, Google and Salesforce.

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