MIDiA Blog - Page 85

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.

Ad-supported Strategies Are Playing A Growing Role In The Digital Economy

Mark Mulligan

21 Jan 2019

Critical Developments

2018 was a big year for subscriptions, across music (Spotify on target to hit 92 million subscribers), video (global subscriptions passed half a billion), games (98 million Xbox Live and PlayStation Plus subscribers) and news (New York Times 2.

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An Alternative View: Why Apple Will Not Be a Service-Based Company

Zach Fuller

20 Jan 2019

Apple’s announcement of smartphone slowdown a few weeks back sent waves through the tech-centric investment landscape. Various requiems seem to suggest that with the stock price dropping 12%, the darkest day in the iPhone era means Apple will now have to focus on its service business if it is to retain its dominance.

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Bingo: The Analogue Antidote to Digital Overload

Mark Mulligan

18 Jan 2019

bing players millions

This week MIDiA published a report on a sector that has been on the side lines for some time but is returning to health: Bingo! If you are based in the UK you may well have seen or heard some of the extensive media coverage this report that was commissioned by Buzz Bingo got.

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DAZN Stepping Up Its Domestic Rights Offering – Insurgent come Enforcer?

Alistair Taylor

17 Jan 2019

Having grown its portfolio for premium international and domestic sporting rights, DAZN is now starting to graduate from a disruptor into an established part of the landscape. Emphasised by its latest plan, aiming to snap up domestic Bundesliga rights in Germany for 2021–2025 (provided the terms are economically viable for the SVOD service), and thus significantly upgrade its German market value proposition.

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Amazon, Regional Sports and Owning the Local Economy

Georgia Meyer

16 Jan 2019

21st Century Fox

Amazon is reportedly bidding for all 22 US regional sports networks that Disney is putting up for sale (as part of its $73.1 billion deal to buy most of 21st Century Fox). Among the networks is the YES Network, that broadcasts New York Yankees games, as well as an array of professional NBA, NHL and MLB leagues.

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Amazon Dives Into Ad-Supported Video With IMDB Freedive

Tim Mulligan

16 Jan 2019

Last week’s US launch of IMDB Freedive marks Amazon’s long anticipated move into ad-supported Video on Demand (AVOD). IMDB is the long-standing Amazon subsidiary which operates as a film data base on an estimated 5 million titles and has 250 million monthly users.

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Just Who Would Buy Universal Music?

Cover image for Just Who Would Buy Universal Music?

Mark Mulligan

14 Jan 2019

Access Industries

Vivendi continues to look for a buyer for a portion of Universal Music . Though the process has been running officially since May 2018 , the transaction (or transactions) may not close until 2020. In many instances, dragging out a sale could reflect badly, suggesting that the seller is struggling to find suitable buyers.

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Amazon Continues Tech Majors’ Foray Into Games Streaming

Karol Severin

11 Jan 2019

amazon games streaming service

As we predicted in MIDiA’s 2019 Predictions Report published in November 2018, Amazon is now reportedly working on a games streaming service. With plans to launch in 2020, Amazon has commenced talks with publishers about distributing their titles through the service.

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What a 19th Century Art Movement Tells Us About the Future of Technology

Zach Fuller

11 Jan 2019

A classic manoeuvre in business strategy, exalted by the famed investor Warren Buffett, is building a moat. The premise is that the value of a business can be determined by the barriers to entry it creates – a metaphorical moat deterring potential competitors.

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Hulu’s Integrated Streaming And Pay-TV Approach Could Be The Future of Video Entertainment

Tim Mulligan

11 Jan 2019

On Tuesday, USstreaming video provider Hulu announced that it had reached 25 million subscribers, a 48% increase year on year. This was on the back of a 36% growth rate in 2017 and now means that Hulu has 44% of Netflix’s domestic subscriber numbers (Netflix Q3 2018 earnings ) and 64% of Amazon’sPrime Video subscriber count in the US.

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Why 2021 Could Kill TV, Save Apple and Mark the End of Ads in Broadcast Sports

Georgia Meyer

9 Jan 2019

21st Century Fox

2021–22 are the years when the world’s most expensive premium domestic sports rights come up for renewal. In the US the NFL, MLB and NHL broadcast rights will all be up for tender, whilst in the UK the Premier League (EPL) rights will be up for renewal.

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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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Why Revenue Growth Alone Is Not Enough For The Games Industry

Cover image for Why Revenue Growth Alone Is Not Enough For The Games Industry

Karol Severin

4 Jan 2019

games engagement

UK games revenues rose to $4.9 billion in 2018, surpassing music and video revenues combined. It is an impressive milestone, but it doesn't mean the best is yet to come. Revenues are what keep the lights on, but they are not always the best measure of the health of a sector.

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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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Will ‘Pause Ads’ Flourish or Fail?

Georgia Meyer

3 Jan 2019

AT&T and Hulu have announced a trial for a new ‘pause’ ad format, whereby ads are placed on screens the moment a user literally presses ‘pause’ on content. As consumers become more adept at avoiding unwanted advertising, these unsolicited insertions may well be seen as yet more unwelcome interruptions.

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2019—The Year The Traditional TV Ratings System Finally Crumbles

Tim Mulligan

2 Jan 2019

2019 has only just begun andalready the traditional world ofthe TV ratings has sustained a heavy blow with US TV Network CBS not renewing its Nielsen contract into 2019. This is a significant blow in both financial and strategic terms to the public research company which is struggling to bridge the measurement gap between its traditional ratings system and the new digital first video landscape.

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Why T-Mobile Has Pressed The Pause Button On Its Video Disruption Plans

Tim Mulligan

21 Dec 2018

post-net neutrality

This week it was revealed that the US’s third-largest Telco carrier, T-Mobile, was delaying the launch of its much vaunted video service into 2019. This comes after the attention-grabbing company had gone to considerable lengths to communicate the imminent launch of a telco-centric video service billed as a truly“disruptive TV service” which was going to up-end the US Pay TV business, a sector that was worth $108.

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Artists Direct and Streaming the Big Winners in 2018

Cover image for Artists Direct and Streaming the Big Winners in 2018

Mark Mulligan

18 Dec 2018

2018 music revenues

2019 Recorded music revenue

With less than two weeks of 2018 left, the die is largely cast for the year, but we’ll have to wait at least a couple more months for the major labels to announce their results (though WMG still hasn’t declared its calendar Q3 results), and then another month or so for the IFPI numbers.

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Media Musings: Who Will Buy Snap Inc?

Zach Fuller

14 Dec 2018

As outlined in our 2019 forecasting report, MIDiA predicts that Snap Inc. as we know it will be no more by the end of 2019. Its most notable asset Snapchat still has a sizeable audience among younger demographics but the company will be most likely acquired by a larger entity.

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Team Instagram: 2018’s Ideological Warfare

Georgia Meyer

14 Dec 2018

For Facebook, Instagram serves three critically valuable purposes: it maintains Facebook’s connection with younger users – shielding itself from competition with Snapchat. Secondly, it is opening up crucial new revenue streams via Instagram story ads.

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