Blog: Streaming economics

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.

Everyone hurts – the problem with ‘fixing’ streaming

Cover image for Everyone hurts – the problem with ‘fixing’ streaming
Mark Mulligan
Everyone hurts – the problem with ‘fixing’ streaming Apple’s Q4 2022 revenue fall was further illustration that the global economic environment is affecting everyone. During such times, companies look for ways to avoid the worst of the impacts, partially through ‘efficiencies’ but also through growth, by exploring new income streams and improving deal terms.
min read
Read more …

Music Catalogue and Streaming

Zach Fuller
When it comes to the music industry’s transition towards streaming, how the model has worked in the past requires a reconsideration of perspective. This is because throughout the business’s entire history, catalogue and copyright accounted for the majority of revenue, as breaking new artists was, and remains, an expensive endeavour very much in the VC model of investment, with a few large payoffs accounting for the overall cost.
min read
Read more …

Why Netflix Can Turn A Profit But Spotify Cannot (Yet)

Cover image for Why Netflix Can Turn A Profit But Spotify Cannot (Yet)
Mark Mulligan
Having just celebrated its 10 th (streaming) birthday, Netflix followed up with a strong earnings release, announcing 5.8 million net new paid subscribers in Q4 , sending its share price up by 9%. This wraps up a stellar year for Netflix, one in which it doubled down on original programming and delivered acclaimed hits such as Stranger Things and The OA, shows that don’t fit the traditional TV mould.
min read
Read more …