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.

Why Spotify and Netflix Need to Worry About a Global Recession

Mark Mulligan
economic downturn
entertainment spend
global recession
A growing body of economists is becoming increasingly convinced that a global recession is edging closer. The last time we experienced a global economic downturn was the 2008 credit crunch. Although the coming recession will likely be a bigger shock to the global economy, it nonetheless gives us a baseline for what happens to consumer spending habits.
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What Happens When Tencent Owns 10% of UMG?

Zach Fuller
Innovation
Media
umg
To sound like a broken record, things are about to get difficult for Spotify. To the company’s credit, since its launch a decade ago rumours of its demise have always been greatly exaggerated, with the company regularly proving sceptics wrong through its ability to consistently retain the largest market share of the music streaming industry despite competing against the deep pockets of its tech major rivals.
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Quick Take: Here Is Just How Much TV Show Brands Are Diverging Between Linear And Streaming

Cover image for Quick Take: Here Is Just How Much TV Show Brands Are Diverging Between Linear And Streaming
Karol Severin
index
Media
Strategy
Looking at streaming numbers against total viewership and brand awareness reveals some stark differences between streaming and traditional pay-TV. The fact that a TV show can now be in the top five most streamed of the quarter, and simultaneously not even reach the top 100 in terms of brand awareness, highlights two key trends: Niche is the new mainstream: Fandom is fragmenting.
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Podcasts Are Capturing Children's Attention

Amanda Stears
Media and Marketing
With Disney’s latest announcement of a bundle deal for Disney+, Hulu and ESPN+, the video streaming landscape just got more intensely competitive for both consumers and content providers alike. For OTT providers, the ability to retain customers has become just as vital as acquiring new users – Netflix’s missed Q2 earnings is a testament to the importance of retaining customers in core domestic markets.
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Data Says: E-sports Events Are More About Live Entertainment than Gaming

Karol Severin
brand activation
e-sports
festivals
Imagine you’ve got three behaviourally defined consumer segments: PC Gamers Console Gamers Live concert goers Which group is most likely to attend an e-sports event? Intuitively, it has to be Gamers, right? …WRONG! Data from the Q1 MIDiA Research survey across the US, UK, Canada, Australia, Germany, Sweden, France, Netherlands, Japan, Mexico, Brazil and India (n=12,000) states that 5% of gamers attend e-sports events, compared to a 3% all-consumer average.
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The Mouse That Roared; Disney Calls Time on Traditional Pay-TV and Netflix in the US

Cover image for The Mouse That Roared; Disney Calls Time on Traditional Pay-TV and Netflix in the US
Tim Mulligan
Disney
ESPN+
hulu
As  predicted , Disney has decided to flip the switch and unleash a pay-TV (and Netflix) killer by announcing a Q4 bundle of its streaming services in one joint aggressively-priced offer. On November 12 th , 2019 when Disney launches its new direct-to-consumer (D2C) service Disney+, it will be possible to subscribe to a bundled version of Disney+, ESPN+ and Hulu’s ad-supported tier all in one offering for $12.
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