Blog: Netflix - Page 9

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.

Marvel versus Netflix

Cover image for Marvel versus Netflix

Tim Mulligan

13 Apr 2018

With yesterday’s launch of ESPN+ Disney has begun its direct-to-consumer strategy, which revolves around the introduction of proprietary subscription video on demand (SVOD) services. The move forms part of Disney’s stated aim to reach consumers directly, following on from the creation of a dedicated direct-to-consumer and international business unit last month.

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Spotify and the Music Industry: Who Needs Who More?

Zach Fuller

6 Apr 2018

Following Spotify’s DPO earlier this week, much of the financial commentary around the listing emphasised the company’s loss-making status. Those familiar with Spotify’s business model know this is attributable to the sizeable fees the company pays out to rights holders—the gatekeepers to the very content that allows Spotify to exist.

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Spotify and Netflix Are Experiencing Opposite User Engagement Trends

Cover image for Spotify and Netflix Are Experiencing Opposite User Engagement Trends

Karol Severin

27 Mar 2018

listening hours

The latest Fuse data enables us to comparemonthly hours per MAU spent onSpotify and monthly hours per subscriber spent on Netflix over 2017. Interestingly they are travelling in opposite directions. Spotify & Netflix's Monthly Hours Of Engagement per MAU/Subscriber While Spotify’s monthly content hours per MAU increased from 19 to 25 in 2017, Netflix’s average monthly hours per subscriber decreased from 50 to 39.

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Not All Originals Are Created Equal

Cover image for Not All Originals Are Created Equal

Tim Mulligan

12 Mar 2018

As the world shifts closer to becoming a digital video landscape, the ‘original’ has become a key part of the value proposition for subscription video on demand (SVOD) services as they battle for market share.

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Why Comcast is bidding for Sky

Mark Mulligan

27 Feb 2018

In a dramatic development Tuesday, US telco giant Comcast announced it is bidding £22.1 billion ($31 billion) for UK pay-TV operator Sky. This is a 16% premium to the existing takeover bid currently undergoing regulatory review from 21st Century Fox.

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Market Definition Lifecycles and the Future of Netflix

Zach Fuller

26 Jan 2018

How a business defines itself and the products or services it offers are crucial in how market forces (public or private) develop around it. Narrow definitions of business operations in the short-term allow focus on product and or service, but in the longer term they limit the scope of companies.

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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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The Top TV Shows Of 2017

Cover image for The Top TV Shows Of 2017

Tim Mulligan

20 Dec 2017

Game of Thrones

For the past 15 months MIDiA Research has been tracking every quarter more than 60 leading TV shows across the US, UK, Canada and Australia. With the fragmentation of TV audiences and the rise of streaming video services like Netflix and Amazon Prime Video that are notoriously guarded with their data, it is becoming progressively more difficult for TV companies and advertisers to know just how popular individual TV shows actually are.

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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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Disney, Netflix and the Squeezed Middle: The Real Story Behind Net Neutrality

Cover image for Disney, Netflix and the Squeezed Middle: The Real Story Behind Net Neutrality

Mark Mulligan

15 Dec 2017

Unless you have been hiding under a rock this last couple of weeks you’ll have heard at least something about the build up to the decision over turning net neutrality in the US, a decision that was confirmed yesterday.

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The FCC Repeals Net Neutrality: This Changes Everything

Zach Fuller

15 Dec 2017

cable companies

Anticipated for months, the Federal Communications Commission (FCC) voted yesterday to repeal the Obama-era ‘Open Internet Order’ enacted in 2015. Despite public outcry across social media over the anti-competitive nature of the decision, the regulatory agency led by Ajit Pai has enacted a decision so far reaching – effectively weaponising content distribution, it will affect how millions access the internet and have significant consequences for the digital economy.

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What The End Of The Net Neutrality Could Mean For Streaming Businesses

Tim Mulligan

8 Dec 2017

On December 14th the US Federal Communications Commission (FCC) will vote on whether or not to end the regulation around net neutrality. New FCC Chairman Ajit Pai believes that net neutrality issues are no longer needed, because the Federal Trade Commission (FTC) can protect consumers from broadband providers.

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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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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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Netflix Is Becoming More Efficient Than Spotify At Revenue Generation

Cover image for Netflix Is Becoming More Efficient Than Spotify At Revenue Generation

Tim Mulligan

11 Oct 2017

In the streaming wars, there are two standoutsthat grab all the attention and, in many ways, capture the popular zeitgeist around the transformative power of streaming. The two companies are Netflix and Spotify:both were early adopters of streaming technology as a business, to consumer distribution platform for media content.

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The Emerging Video Content Bubble

Tim Mulligan

9 Oct 2017

For the TV industry, the current period of video content spending is a golden era. Content budgets are the highest they have ever been, as are revenues for the top 22 global TV networks. However, the video content business is inadvertently fuelling a speculative financial bubble, where investment returns are moving increasingly out of synch with the market fundamentals.

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Netflix Is Now The Fifth Highest Ranked TV Network For Show Fandom

Cover image for Netflix Is Now The Fifth Highest Ranked TV Network For Show Fandom

Tim Mulligan

28 Sep 2017

We are proud to announce the inaugural results of our new TV Show Brand Tracker. The findings reveal how streaming is impacting TV show audiences and which networks are performing best. Based on data from more than 60 TV shows across the US, Canada, Australia and the UK, CBS’s The Big Bang Theory is the leading TV show in terms of audience fandom, followed by NCIS (also CBS), with the BBC’s Sherlock in third place.

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Comcast Feels The Heat As Wall Street Shows Its Concerns Over Cord-Cutting

Tim Mulligan

13 Sep 2017

Wall Street is not renowned for its ability to take the long-term view. A good example is the recent massive sell-off in Comcast stock, which saw $16 billion wiped off its market cap. It followed the announcement last week from Comcast’s residential products chief Matthew Strauss, that the company could lose as many as 150,000 pay-TV subscribers in Q3 2017.

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Quick Take: Spotify And Hulu Partner In The US

Mark Mulligan

7 Sep 2017

Spotify just announced it is bundling in the Hulu No Commercials plan into its $4.99 student offering in the US. Given that the Hulu product retails at $7.99 and Spotify at $9.99, this is unmistakably a good value for money deal – even compared to the standard $4.

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