Blog: Spotify - Page 12

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.

Spotify Q1 2018 Results: Full Stream Ahead

Mark Mulligan

2 May 2018

Spotify earnings

spotify earnings q1 2018

Spotify released its first ever quarterly earnings results today. The results reflect strong performance in its first public quarter with growth in subscribers, total users, revenue and also gross profit.

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Free Report: Digital Music Is Streaming Forward

Dara Jegede

16 Apr 2018

Amazon Prime Music

MIDiA is proud to partner with DiMA on its inaugural Streaming Forward Report. Digital distribution, andstreaming in particular, has been transforming music business in recent years. Although digital business models had already transformed content marketplaces prior to the rise of streaming, it is the rise of streaming services that really flicked the switch on this radical transformation.

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‘Nice for What?’ and the Slow Death of the Album

Zach Fuller

10 Apr 2018

beggars banquet

death of the album

I write this week’s blog conflicted between the music fan who grew up on the album and the MIDiA analyst looking at the numbers (an eternal struggle). Alongside the feature-length film, the LP was one of the definitive artistic mediums to emerge in the 20th century, but it was also bound to the same business framework of many enterprises of the period; factory-powered mass production methods with the product demand side stoked by television and radio.

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Spotify D(PO)-Day

Mark Mulligan

3 Apr 2018

Arguably the most anticipated day in the history of digital music is upon us. By the end of it we will have the first hint at whether Spotify is going to fall at the Snap Inc. or Facebook end of the spectrum of promising tech IPO, or DPO in the case of Spotify.

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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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Quick Take: Frustrate and Destroy – YouTube’s Frontloaded Strategy

Zach Fuller

23 Mar 2018

Listen to any music streaming debate and it will not be long before you the value gap discussion regarding YouTube is brought up. It is a point MIDiA has discussed at length through distinguishing Spotify and YouTube’s business models (that of all streams created equal vs share of ad revenue), but YouTube Head of Music Lyor Cohen is looking to change that.

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The Spotify Numbers You Won’t Have Seen

Cover image for The Spotify Numbers You Won’t Have Seen

Mark Mulligan

23 Mar 2018

One of the core values that we deliver to our clients at MIDiA Research is finding the ‘third number’— the data point that wasn’t reported by a company but that can be arrived at through a process of modelling and triangulation.

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The Narrative Of Spotify’s Filing Is That The Best Is Yet To Come

Cover image for The Narrative Of Spotify’s Filing Is That The Best Is Yet To Come

Mark Mulligan

28 Feb 2018

Spotify just filed its F1 for its DPO. The most anticipated business event in the recorded music industry since, well…as long as most can remember, is one big step closer. The filing is a treasure trove of data and metrics, and while there won’t be too many surprisesfor anyone who follows the company closely, there are nonetheless a lot of very interesting findings and themes.

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Just What Is Tencent Up To With Streaming?

Mark Mulligan

28 Feb 2018

Tencent is building a global streaming empire. Back in December 2017 Tencent Music did a 10% equity swap deal with Spotify and now it has led a $115 million investment round for India-based streaming service Gaana.

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Quick Take: Is Pandora Too Big to Fail for the US Streaming Economy?

Zach Fuller

5 Feb 2018

A quick appraisal of the US music streaming space reveals some surprising distinctions in the market, particularly when compared to global trends. The US Streaming market is disproportionately ad-supported: The United States is still the world’s largest music market, despite its dominance being challenged by Japan’s robust physical market (the country even briefly overtook the US as the world’s largest music market in 2010).

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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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Shazam Is Apple’s Echo Nest

Mark Mulligan

11 Dec 2017

Shazam finally found a buyer: Apple. Ever since its affiliate sales revenue model crumbled with the onset of streaming (there’s no business in an affiliate fee on a $0.01 stream), Shazam has been trying to find a new business model.

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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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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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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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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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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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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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