Tencent Music Entertainment blog by MIDiA Research

Blog: Tencent Music Entertainment

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

Blog post by Mark Mulligan

7 Aug 2020

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...

Music Subscriber Market Shares Q1 2020

Blog post by Mark Mulligan

23 Jun 2020

streaming

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...

Music Subscriber Market Shares H1 2019

Blog post by Mark Mulligan

5 Dec 2019

amazon music

Deezer

google

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...

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

Blog post by Mark Mulligan

6 Aug 2019

bytedance

i-mode

tencent

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...

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

Blog post by Mark Mulligan

21 Mar 2019

facebook

Facebook messenger

facebook music

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

china streaming market

japan

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

Blog post by Mark Mulligan

5 Oct 2018

China

KuGou

Kuwo

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...

Spotify’s Tencent Risk

Blog post by Mark Mulligan

21 Sep 2018

Africa

asia

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....