Blog: Spotify - Page 11

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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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How YouTube’s Domination of Streaming Clips the Market’s Wings

Cover image for How YouTube’s Domination of Streaming Clips the Market’s Wings

Mark Mulligan

3 Jan 2019

ad supported arpu

ad supported streaming

Firstly, happy new year to you all. Now on to the first post of 2019. The Article 13 debate that shaped so much of the latter part of 2018 will continue to play an important role throughout 2019 while European and then national legislators deliberate on the provision and the wider Digital Copyright Directive of which it forms a part.

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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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Spotify, DistroKid and the Two Sided Marketplace

Mark Mulligan

17 Oct 2018

spotify as a label

Spotify has taken a minority stake in DistroKid . In itself, it may be a slightly left field but relatively insignificant move, except that it is in fact one small but important step on a much bigger journey.

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Advertising Week New York: The Dynamic, the Dead and the Dangerous

Georgia Meyer

9 Oct 2018

activist brands

Colin Kaepernick

Notoriously overwhelming, this week’s AWNY ramped activities up even further, expanding the number of stages from 8 to 12. A disorientating amount of content to navigate and a somewhat amusing metaphor for today’s digital consumer.

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Sirius XM Acquires Pandora: Greater Than The Sum Of Their Parts?

Cover image for Sirius XM Acquires Pandora: Greater Than The Sum Of Their Parts?

Zach Fuller

24 Sep 2018

Amazon Prime Music

media acquisitions

In the latest example of media acquisitions, though one less likely to flood the headlines as Comcast’s purchase of Sky, Sirius XM has announced it will be purchasing streaming service Pandora for $3.

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Spotify’s Tencent Risk

Cover image for Spotify’s Tencent Risk

Mark Mulligan

21 Sep 2018

emerging markets

NOTE: a previous version of this post referred to a non-compete clause with Spotify detailed in this SEC filing. I have been advised that the scope of this clause is narrower than I had originally interpreted.

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Big Brother Axed By Channel 5, But It Is Not All Bad News For Endemol

Cover image for Big Brother Axed By Channel 5, But It Is Not All Bad News For Endemol

Alistair Taylor

14 Sep 2018

Dutch production house Endemol is no longer going to be making cult reality TV show Big Brother for Viacom’s UK terrestrial channel, Channel 5. It announced that it was “disappointed not to reach an agreement with Channel 5”, following Channel 5’s admission to the BBC that “the forthcoming series of Big Brother will be the last – of either celebrity or civilian versions – on Channel 5”.

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Article 13 – Laws of Unintended Consequences

Mark Mulligan

14 Sep 2018

[If this was Medium, it would say ‘long read’ – you’ve been warned] I do not normally add disclaimers or qualifiers at the start of blog posts, but given how divisive the whole Article 13 debate has become, there is a big risk that some readers will make incorrect assumptions about my position on Article 13.

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Mid-Year 2018 Streaming Market Shares

Cover image for Mid-Year 2018 Streaming Market Shares

Mark Mulligan

13 Sep 2018

amazon music unlimited

Amazon Prime Music

Music subscribers grew by 16% in the first half of 2018 to reach 229.5 million, up from 198.6 million at the end of 2017. Year-on-year the global subscriber base increased by 38%, adding 62.8 million subscribers.

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Podcasts: Monetising Behind Streaming Paywalls

Georgia Meyer

31 Aug 2018

brand sponsorship

Spotify’s exclusive deal with The Joe Budden podcast, as well as upping the output from a weekly to a bi-weekly show, is demonstrative of the opportunity that music streaming services perceive podcasts offer for monetisation behind their paywalls.

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Where Verizon went wrong with go90

Tim Mulligan

3 Jul 2018

Last week Verizon, the US’s second largest telco provider with 116 million wireless subscribers, announced the closure of its pioneering mobile-first video streaming service which launched in 2015. Go90 was launched on the back of a $200 million purchase of Intel’s unreleased streaming service, OnCue, with a mission to create mobile-centric content for digital natives (or millennials as middle-aged C-suite executives still seem intent on labelling what are, in reality, disparate demographics who collectively all grew up in the digital era).

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Quick Take: Pandora and Snapchat Take a Swipe at Facebook

Mark Mulligan

14 Jun 2018

No sooner had the ink dried on Facebook’s new social music offering, that Snapchat fights back with a Pandora partnership built on its ‘unFacebook’ privacy centred app developer platform Snapkit.

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Spotify’s New Rules of Engagement

Cover image for Spotify’s New Rules of Engagement

Mark Mulligan

12 Jun 2018

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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Facebook Aims to Bring The Fun Back Into Music

Mark Mulligan

5 Jun 2018

Facebook has announced its long mooted move into music. As widely anticipated the service offering focuses on using music to add context to social experiences. The official blog outlines two key use cases: Adding music to videosDoing live stream lip syncs in Facebook Live videos For now the roll out is limited, which will give Facebook the opportunity to hone the service and learn from the behaviour of a relatively narrow user group.

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Do Playlists Make the Power Law in Music Even More Extreme?

Zach Fuller

31 May 2018

Music streaming

Music has always been a superstar economy. Data going back to the 50s shows that, like many other areas of life and business, a disproportionate amount of the results come from a small number of factors.

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Spotify’s Censorship Crisis is About Social Responsibility

Mark Mulligan

30 May 2018

Spotify has been forced into something of a rethink regarding its hate speech policy. Spotify announced it was removing music from playlists of artists that do not meet its new policy regarding hate speech and hateful behaviour.

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Is YouTube Serious About Music Subscriptions This Time Round?

Cover image for Is YouTube Serious About Music Subscriptions This Time Round?

Mark Mulligan

17 May 2018

In 2014 YouTube launched its inaugural music subscription service YouTube Music Key in beta. The following year YouTube announced it was closing it ahead of the launch of YouTube Red , a multi-format subscription video on demand (SVOD) offering, of which music was going to be sub-component.

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Spotify, Apple Music and Ad-Supported Streaming

Zach Fuller

11 May 2018

ad supported streaming

Cast your mind back to streaming yesteryear, back when the format was yet to establish itself as the industry’s dominant source of revenue. Spotify pushed heavily for a free tier, citing its impressive conversion rates to paid subscriptions.

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