Tencent blog by MIDiA Research

Blog: Tencent

Read our latest daily deep-dives, hot takes, and exciting updates about the digital entertainment world. Check out your favourite analyst, or search by coverage – games, video, music, audio, media & marketing, or critical developments for all.

Is the net closing in on TikTok?

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Blog post by Ben Woods

17 Jan 2023

There is nothing quite like a recession to seemingly transform disruptors into incumbents. As the focus moves from R&D spend to cost-cutting, the customer focus also changes. Efforts to acquire new...

Axing exclusive music licenses in China will drive new local music cultures

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Blog post by Srishti Das

15 Sep 2021

emerging markets

As a result of the new guidelines set out by the Cyberspace Administration of China (CAC), record labels are no longer allowed to issue exclusive licenses to music services. Previously, music services...

Newsflash: UMG, WMG and Spotify may have a problem with Tencent

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Blog post by Mark Mulligan

7 Aug 2020

Tencent Music Entertainment

UPDATE: A White House official confirmed to the LA Times that the announcement, at this stage, will not affect Tencent shareholdings of companies and clarified that the order only refers to transactions...

The MIDiA Research Podcast: Episode 1 – What Next for Tencent?

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Blog post by Mark Mulligan

7 Aug 2020

Media & Marketing

We are excited to announce the first episode of the MIDiA Research podcast: What Next for Tencent? President Trump's executive orders concerning Bytedance and Tencent set the cat among the pigeons. In...

Music Subscriber Market Shares Q1 2020

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Blog post by Mark Mulligan

23 Jun 2020

music subscribers

music subscriber market shares

WWDC would have been a perfect opportunity for Apple to announce another streaming milestone for Apple Music. It didn’t but the good news is that MIDiA already have a figure for Apple Music, as part...

Just what is Tencent’s Endgame?

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Blog post by Mark Mulligan

16 Jun 2020

Tencent’s combined $200 million investment in WMG follows on the heels of its $3.6 billion joint investment in Universal Music. It is hardly Tencent’s first investments in music, having spent $6.2...

Music Subscriber Market Shares H1 2019

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Blog post by Mark Mulligan

5 Dec 2019

The global streaming market continues to grow at pace. At the end of June 2019 there were 304.9 million music subscribers globally. That was up 34 million on the end of 2018, while the June 2018 to June...

The NFL and Pizza Hut: Future-Proofing with E-Sports

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Blog post by Alistair Taylor

18 Oct 2019

ad responsiveness

addressable audience

advert experimentation

While sharing pizza has already become synonymous with watching sports, e-sports could be about to leverage that same instilled behaviour. Restaurant chain Pizza Hut made history this July when it became...

BBC Kids to LADbible: Video Providers Expand Their Reach

Blog post by Amanda Stears

18 Oct 2019

In the streaming era, having international reach is just as important as being an established local brand. This week (October 14) sees TV players Tubi, Facebook Watch and Youku each expanding content reach...

Prosus – The Prometheus Rising of the Tech Major Era

Blog post by Tim Mulligan

17 Sep 2019

Amsterdam Euronext

Johannesburg Stock Exchange

Post-war western alternative culture was distilled in Robert Anton Wilson’s cult classic Prometheus Rising . First published in 1983, it was considered a guidebook of “how to get from here to there”...

Demographic cliff: Is gaming sports’ biggest problem?

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Blog post by Alistair Taylor

14 Aug 2019

daily active usage

Is the peaking attention economy the underlying cause for the decline in sports consumption from the younger demographic, or is it the mediums through which rights holders are distributing sports content...

Backing Both Horses: The Thinking Behind Tencent’s UMG Stake

Blog post by Mark Mulligan

6 Aug 2019

As long expected, Tencent is poised to take a stake in Vivendi, reported to be 10%. While the news might not be surprising, there are a number of important factors at play: Tencent fast-tracked? Given...

Tencent Renewal: NBA the Envy of Global Sports Rights Holders?

Blog post by Alistair Taylor

1 Aug 2019

Chinese Basketball Association

custom interactive services

The National Basketball Association (NBA) and Chinese tech conglomerate Tencent have announced a five-year extension of their existing partnership, with Tencent acting as the NBA’s official digital partner...

Why the UFC Wants to Replicate the Yao Ming effect

Blog post by Alistair Taylor

25 Jun 2019

audience culture

The NBA is the third highest grossing league globally, generating $7.4 billion in 2017, behind domestic rivals MLB and NFL. Whereas the MLB and NFL have largely struggled to entice a truly global following,...

Why Facebook Can Be the Future of Social Music, But Isn’t Yet

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Blog post by Mark Mulligan

21 Mar 2019

Facebook messenger

Facebook recently secured licensing deals with music rightsholders in India , an important step in what has thus far been an underwhelming social music strategy since first inking rights deals in June...

Japan Should Look to China for Future Streaming Growth

Blog post by Mark Mulligan

30 Jan 2019

china streaming market

Japan is the world’s second largest recorded music market and accounts for 14% of the global total. However, Japan is not following the wider market path of surging streaming revenues driving overall...

Looking for the Music in Tencent Music

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Blog post by Mark Mulligan

5 Oct 2018

The Tencent Music Entertainment (TME) F1 filing makes for highly interesting reading, but don’t expect copious amounts of data to give you an inside track in the way that Spotify’s F1 filing did. Instead...

Tencent Announces Strategic Pivot, Focusing On Cloud and AI

Blog post by Alistair Taylor

2 Oct 2018

business services

Chinese regulators

Chinese tech major Tencent announced its first restructuring in six years and third in its 20 year history, including creating a new division to focus on business services such as cloud computing. This...

Spotify’s Tencent Risk

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Blog post by 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....

WhatsApp Is Open for Business (Finally)

Blog post by Georgia Meyer

8 Aug 2018

Four years after Facebook purchased WhatsApp for $19 billion, the ubiquitous messaging app is ramping up its revenue potential with the launch last week of a suite of business tools and new advertising...

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