Blog: Media and Marketing - Page 20

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.

Fandom Overlap – Cannibalisation Risks For Games And SVOD Releases

Karol Severin

24 Jan 2018

October 27 was one of the busiest days in terms of major games releases in 2017. On that day, Super Mario Odyssey, Assassin’s Creed and Wolfenstein II were released, attracting gamers across the genre spectrum.

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Netflix Is Now A Truly International Player

Tim Mulligan

23 Jan 2018

Streaming video

In light of MIDiA Research ’s Q4 2017 Brand tracker survey data, which revealed that Netflix penetration in the US has reached 49%, Netflix has to look outside the US for future growth. Why is international growth imperative for Netflix? Although a 6% surge in its international subscribers may appear modest, when overall YoY international subscriber growth rate is taken into account, this increase has been spectacular indeed.

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Walled Gardens: How Does Amazon and Google’s Approach Compare to Apple’s?

Zach Fuller

22 Jan 2018

consumer electronics

Having begun to embed itself within popular consciousness throughout 2017, voice control is poised to extend its influence and usher in the latest hardware paradigm shift in tech. What is important to consider is that in these early days of the technology, the charge is being led by two companies with a far less decorated history of delivering hardware: Amazon and Google.

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Why YouTube Is Going Big At Sundance

Tim Mulligan

19 Jan 2018

Interesting things are happening at YouTube. In February 2017 it launched YouTube TV, a subscription video-on-demand (SVOD) service with live video and catch up incorporated into its core functionality.

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Is The Telegraph Model The Future Of Premium News Journalism?

Tim Mulligan

19 Jan 2018

digital transformation

Yesterday the Telegraph announced its decision to remove bulks from its operations. Bulks are the distribution of free copies of the print version of newspapers and a means to pad out print circulations, which the newspaper industry has used for many years to inflate figures.

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Quick Take: Facebook Deprioritises Publishers

Zach Fuller

12 Jan 2018

Facebook has once again updated its news feed and in the tradition of its tense relationship with content creators, it does not appear to favour publishers. It is worth viewing such a move in the context of Mark Zuckerberg’s annual resolutions.

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Quick Take: Amazon, the Premier League and Next Gen Sports Frameworks

Zach Fuller

5 Jan 2018

next gen monetisation

In a move long anticipated by MIDiA , Amazon are rumoured to be in the running for Premier League streaming rights. Although they are unlikely to be alone in this endeavour (both Facebook and Google have also been mooted as sports rights bidders), they are arguably in a better position to build a next-gen sports monetisation framework than their rivals.

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Joining the Dots: How Wixen’s Suit Impacts Spotify’s DPO

Mark Mulligan

4 Jan 2018

Spotify law suit

While many are still recovering from their festive exertions, Spotify hits the news twice –though for two very different reasons: the long-awaited confirmation of its DPO date and, less expected, a new lawsuit from a music publisher .

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Quick Take: Universal’s Partnership with Facebook

Zach Fuller

22 Dec 2017

content monetisation

Following its renewed deal with YouTube earlier this week, Universal has signed another landmark agreement for digital monetisation, this time with Facebook. Described by the world’s largest recorded music label as ‘unprecedented’, Facebook users,under the terms of the partnership, will now be able to upload videos that contain licensed music across Facebook’s assets.

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MIDiA Research Predictions 2018: Post-Peak Economics

Mark Mulligan

18 Dec 2017

2018 predictions

With 2017 drawing to a close and 2018 on the horizon, it is time for MIDiA’s 2018 predictions. But first, on how we did last year,our 2017 predictions had a 94% success rate. See bottom of this post for a run down.

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Three Reasons Why The Disney-Fox Deal Matters

Tim Mulligan

14 Dec 2017

Media and Marketing

Disney’s $52.4 billion acquisition of 21st Century Fox’s entertainment assets is now confirmed. With Fox debt factored in, the total transaction cost rises to $66.1 billion. See my post yesterday for context.

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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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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 foothold in China: Tencent is the leading music subscription company in China with QQ Music, Kugou and Kuwo accounting for 14.

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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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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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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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