Blog: Netflix - Page 7

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.

What A Post-Peak Netflix Could Look Like

Cover image for What A Post-Peak Netflix Could Look Like

Tim Mulligan

25 Jul 2019

emerging markets

Last week was a bumpy ride for Netflix – a company that is used to being on the right side of Wall Street and the consumer. The world’s leading streaming service made a noticeable miss with is quarterly membership growth numbers increasing by 2.

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Should Streaming Services Produce TV Shows in a Linear Format?

Amanda Stears

17 Jul 2019

Game of Thrones

Streaming video on demand (SVOD) giant Netflix is famous for cultivating the binge-watch phenomenon, fuelled by the popularity of its originals. In the pre-streaming era, people were dependent on traditional scheduled TV for engaging with TV shows.

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Battle of the Docuseries: Who Mirrored Who?

Cover image for Battle of the Docuseries: Who Mirrored Who?

Alistair Taylor

13 Jun 2019

addressable audience

Leeds United are set to become the latest soccer club to feature in an original documentary series, with tech major Amazon securing a deal for a behind-the-scenes look at Argentinian manager Marcelo Bielsa’s dramatic first season in charge of the English Championship side, according to the Daily Mail .

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

Alistair Taylor

10 May 2019

21st Century Fox

additive service

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

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Can Disney do a Hulu?

Alistair Taylor

12 Apr 2019

21st Century Fox

Disney finally unveiled to investors during a presentation yesterday its much anticipated direct-to-consumer (DTC) streaming service Disney+, announcing a November 12 th 2019 launch . Disney+ will be an ad-free subscription launching in the US at $6.

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10 Trends That Will Reshape the Music Industry

Cover image for 10 Trends That Will Reshape the Music Industry

Mark Mulligan

3 Apr 2019

The IFPI has reported that global recorded music revenues have hit $19.1 billion, which means that MIDiA’sownestimatespublished in Marchwere within 1.6% of the actual results . This revenue growth story is strong and sustained but the market itself is undergoing dramatic change.

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Here’s How Spotify Can Fix Its Songwriter Woes (Hint: It’s All About Pricing)

Cover image for Here’s How Spotify Can Fix Its Songwriter Woes (Hint: It’s All About Pricing)

Mark Mulligan

11 Mar 2019

Copyright Royalty Board

music publishers

Songwriter royalties have always been a pain point for streaming, especially in the US where statutory rates determine much of how songwriters get paid. The current debate over Spotify, Amazon, Pandora and Google challenging the Copyright Royalty Board’s proposed 44% increase illustrates just how deeply feelings run.

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Netflix is Now Running Faster to Stand Still

Cover image for Netflix is Now Running Faster to Stand Still

Tim Mulligan

7 Mar 2019

peak attention economy

streaming peaks

If a week is a long time in politics what must three years be in streaming video? In the case of Netflix, it turns out not a lot…in one key metric- domestic engagement. On other metrics Netflix has been surging ahead.

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Netflix Finally Brings Home the Oscars And Leaves Hollywood Wondering What Next?

Tim Mulligan

25 Feb 2019

Last night at the Oscars Netflix finally won its first Academy Award, and then a second one, and then a third one. Like London buses, Netflix had spent a long time waiting and then suddenly three came along at once.

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Why Apple Could Become The Safe Harbour For Creatives

Tim Mulligan

19 Feb 2019

On March 25 th Apple is planning an event to formally announce the launch of both its forthcoming video and news subscription services. Likely attendees include Jennifer Aniston, Reese Witherspoon, Jennifer Garner and director JJ Abrams – the Hollywood talent behind a slate of originals set to appear on the video service.

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Will An EPL Streaming Service Devalue Domestic Rights?

Alistair Taylor

15 Feb 2019

addressable audience

Following the English Premier League (EPL) announcing in November its plans to launch its own streaming service for the next rights cycle (2022-2025), the Sunday Times reported that the EPL is coming close to launching.

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The Video Subscription Challenge In 2019

Tim Mulligan

1 Feb 2019

Amid all the excitement in the media world around the 2019 launches of direct-to-consumer services from such illustrious content producers as Disney and Warner Media, one clear question remains unanswered - will the public pay for these additional subscription video on demand (SVOD) services? The general assumption is that the seemingly relentless rise of Netflix and Amazon Prime Video make continued subscription growth across the SVOD sector an inevitability.

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Hulu Takes Aim At Netflix

Tim Mulligan

25 Jan 2019

From February 26 th , Hulu, currently the number three subscription video on demand (SVOD) service in the US, will reduce its ad-supported offering from $7.99 to $5.99. This comes one week after Netflix —currently the US SVOD leader — increased pricing for its membership plans.

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Hulu’s Integrated Streaming And Pay-TV Approach Could Be The Future of Video Entertainment

Tim Mulligan

11 Jan 2019

On Tuesday, USstreaming video provider Hulu announced that it had reached 25 million subscribers, a 48% increase year on year. This was on the back of a 36% growth rate in 2017 and now means that Hulu has 44% of Netflix’s domestic subscriber numbers (Netflix Q3 2018 earnings ) and 64% of Amazon’sPrime Video subscriber count in the US.

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Why Music and Video are Crucial to Apple’s Future

Mark Mulligan

7 Jan 2019

comes with music

Apple’s downgraded earnings guidance represents its first profit warning in 10 years. This is clearly a big deal, and probably not as much to do with a weakening Chinese economy ifAlibaba’s 2018 Singles’ Day annual growth of 23% is anything to go by.

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Friends for Life? Warner Media and Netflix Renegotiate Frenemy Deal

Cover image for Friends for Life? Warner Media and Netflix Renegotiate Frenemy Deal

Tim Mulligan

6 Dec 2018

The revelation that Warner Media (previously Time Warner, and acquired by AT&T in June 2018) has negotiated a clause in its 2019 licensing agreement with Netflix for ageing sitcom Friends highlights the existential challenge facing TV players in the streaming era.

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Sport1 To Drop US-centric Channel in Favour of Esports

Alistair Taylor

5 Dec 2018

addressable audience

audience demographics

German broadcaster Sport1 is replacing its US sport focused channel for the very first German-speaking esports channel. Sport1 announced last week that the channel dubbed eSports1 will launch in Germany, Austria and Switzerland on January 24th 2019, replacing Sport1 US.

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Sky and BT announce long term partnership for cross-supply of content

Cover image for Sky and BT announce long term partnership for cross-supply of content

Alistair Taylor

2 Nov 2018

addressable audience

Attention economy

British broadcasters Sky and BT confirmed this week a long-term extension and expansion to an overall content cross-supply deal. Following the initial agreement signed in the UK last December , the partnership now includes Ireland, allowing Sky Ireland customers access to Sky Sports and BT Sport through a single Sky TV subscription.

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Can Spotify Ever Meet Investors’ Expectations?

Mark Mulligan

1 Nov 2018

Spotify just posted another solid set of results, adding four million subscribers and beating profit and revenue estimates, yet its share price fell. What’s going on? Spotify is on track for where it should be, slightly below, but on track.

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Spotify May Already Be Too Big for the Labels to Stop it Competing With Them

Cover image for Spotify May Already Be Too Big for the Labels to Stop it Competing With Them

Mark Mulligan

26 Oct 2018

independent record labels

Spotify’s Daniel Ek is betting big on developing a ‘two sided marketplace’ for music . With the company’s market cap on a downward trend despite strong growth metrics , Ek might find himself having to play up the disruption narrative more boldly and more quickly than he’d planned.

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