MIDiA Blog - Page 96

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.

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 interesting Internet experiment, it has also produced some strange side-effects (like fake news) and made us feel like we have to perform for our friends rather than just express ourselves.

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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 the most noted voices in media criticism in the 20th century would have thought of the device and its consequences.

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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 streaming music sector.

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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-making efforts.

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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, underpinned by ESPN’s trophy-like exclusivity on premium live sports events, were suddenly at risk.

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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 opportunities in the wider world beyond the US borders.

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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 shares of our non-voting Class A common stock via open market purchases.

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Musical.ly Sells For $800 Million But Peaked By Being Too Silicon Valley

Mark Mulligan

10 Nov 2017

News has just emerged that lip synching app Musical.ly is to be sold for between $800 million and $1 billion to Chinese companyJinri Toutiao, which also bought Musical.ly predecessor Flipagram. I’ve long held the belief that Musical.

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Pandora’s Loss Is Sirius XM’s Gain

Mark Mulligan

9 Nov 2017

interactive radio

liberty acquisition

Pandora is in trouble, as explained by the consistently excellent Tim Ingham at Music Business Worldwide , after losing a billion dollars over the last four years and monthly active users (MAU) fell to 73.

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Quick Take: Zynga’s Q3 results and acquisition of Peak Games’s Card Game Studio

Karol Severin

8 Nov 2017

In August, we wrote about Zynga swinging back to profit and its plans to focus further on branding and ‘forever franchises’ (games it believes will remain long-term successes), to maintain its positive momentum.

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Brand Awareness Is The Other Side Of Fandom

Tim Mulligan

7 Nov 2017

Game of Thrones

One of the many metrics we track in our new trends and insights offering, Video Trends by MIDiA , is the level of awareness audiences have of a TV show in a market. TV show awareness among consumers is the flipside of fandom.

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Quick Take: Big Tech’s Q3 Earnings Have Big Implications for Media

Zach Fuller

3 Nov 2017

With US listed public companies’ quarterly earnings currently being drip-fed to Wall Street, here are two of the implications for Media and Advertising entities from Tech’s Big Four Q3 earnings: Amazon’s Media Presence is Continuing to Grow: While Amazon did not break out its specific numbers around the nascent advertising and media group aspects of its business, its revenue defined as other, is alongside its emerging subscription revenue (Prime, Amazon Video etc), is the fastest growing element of the Amazon ecosystem.

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Announcing MIDiA’s Streaming Services Market Shares Report

Cover image for Announcing MIDiA’s Streaming Services Market Shares Report

Mark Mulligan

3 Nov 2017

amazon music unlimited

As the streaming music market matures, the bar is continually raised for the quality of data required, both in terms of granularity and accuracy. At MIDiA we have worked hard to earn a reputation for high-quality, reliable datasets that go far beyond what is available elsewhere.

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Quick Take: Will PlayStation’s growing VR games catalogue move the needle for its VR hardware?

Karol Severin

1 Nov 2017

We have written on the potential of VR in the past , specifically about our concern that gaming VR headsets will not take off en masse, until there is content mix compelling enough to justify device price points.

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