Video blog by MIDiA Research

Blog: Video

Netflix 2018 Q2 Earnings: Wall Street Wakes Up to the Savvy Switcher

Blog post by Tim Mulligan

17 Jul 2018

On Monday (July 16 th ) Netflix announced its 2018 Q2 earnings and came head to head with the inflated expectations raised through six months of sustained growth. Netflix’s stock price has increased…

Facebook deal with the English Premier League concerns traditional broadcasters

Blog post by Alistair Taylor

10 Jul 2018

Amazon

BBC

broadcasters

Facebook, the latest tech major to get involved with sports streaming, last week agreed its first ever rights deal with the English Premier league (EPL). This deal signified another step towards the transition…

From Ownership to Access

Blog post by Mark Mulligan

10 Jul 2018

Access

Innovation

innovation disruption

Last Wednesday we held the third MIDiA Quarterly forum, exploring the shift from ownership to access across different media industries. In addition to MIDiA analyst presentations we had panellists from…

How Tencent is Successfully Monetising a Messaging App Ecosystem

Blog post by Alistair Taylor

6 Jul 2018

China

digital content

facebook

Chinese tech giant Tencent, the company that 12 months ago you probably were not paying attention to, is now the second largest messaging app ecosystem globally, behind Facebook. Tencent is the only company…

IGTV and How To Make Video Work in The Messaging App Ecosystem

Blog post by Tim Mulligan

26 Jun 2018

facebook

IGTV

instagram

The rise of the messaging app ecosystem over the previous seven years has created a profound challenge for premium video production companies. There are tight creative limitations that come with creating…

Is This The Last Broadcast TV World Cup?

Blog post by Tim Mulligan

19 Jun 2018

English Premier League

FIFA

football

The football World Cup – historically the world’s biggest international sporting event by viewership, kicked off last Thursday (14 June) in Moscow, with host nation Russia dispatching Saudi Arabia…

Are Consumers Losing Out From the Latest Premier League Rights Deal?

Blog post by Alistair Taylor

15 Jun 2018

Amazon

consumers

EPL

Following the landmark rights deal that saw the English Premier League (EPL) sell domestic rights to the tech major Amazon, the sports landscape has fundamentally changed. For the first time the EPL has…

The Fight for Viewership in the New Sports Video Era is Only Just Getting Started

Blog post by Alistair Taylor

6 Jun 2018

consumer behaviour

cord cutting

digital rights

Traditional linear TV broadcasters are feeling the strain from the reduction in loyal customers, as sports consumption continues to transition from TV to online and mobile. SVOD’s streaming content land…

Is YouTube Serious About Music Subscriptions This Time Round?

Blog post by Mark Mulligan

17 May 2018

Ad Supported

Freemium

Spotify

In 2014 YouTube launched its inaugural music subscription service YouTube Music Key in beta. The following year YouTube announced it was closing it ahead of the launch of YouTube Red , a multi-format subscription…

Disney Q2 Earnings: The Warnings Lights Are Flashing

Blog post by Tim Mulligan

9 May 2018

abc

disney

Disney Q2 earnings

Yesterday’s Q2 Earning Results from the Walt Disney Company pleased Wall Street by beating earnings estimates. However, a closer look at the financials reveals why Disney’s much heralded pivot to subscription…

Quick Take: How E-sports Video Partnerships Help Tech Majors In The Sports Wars

Blog post by Karol Severin

20 Apr 2018

e-sports

esports

Games

In December, we wrote about a deal that brought the NBA’s G League (minor league) live matches to Twitch. Now Twitch’s focus on basketball is about to extend further, though this time it will be through…

Netflix Q1 2018 Results: Hiking Prices or Fighting Churn?

Blog post by Tim Mulligan

18 Apr 2018

Churn

netflix

Netflix Q1

Monday saw another solid Netflix earnings call as the preeminent subscription video on demand (SVOD) service continues its seemingly inexorable rise to global dominance. Year-on-year (YoY) revenue growth…

TV Connect: Where Video Distribution Meets IP

Blog post by Dara Jegede

16 Apr 2018

Online video

Uncategorised

Video

TV Connect returns to Olympia London next month. Have you booked your free visitor pass yet? On 9 – 10 May, senior industry execs will meet to network, discover future-proof tech and focus on the…

Spotify and Netflix Are Experiencing Opposite User Engagement Trends

Blog post by Karol Severin

27 Mar 2018

Fuse

listening hours

monthly hours

The latest Fuse data enables us to compare monthly hours per MAU spent on Spotify and monthly hours per subscriber spent on Netflix over 2017. Interestingly they are travelling in opposite directions.…

Why Comcast is bidding for Sky

Blog post by Mark Mulligan

27 Feb 2018

Amazon

Comcast

FCC

In a dramatic development Tuesday, US telco giant Comcast announced it is bidding £22.1 billion ($31 billion) for UK pay-TV operator Sky. This is a 16% premium to the existing takeover bid currently…

The Sports Bubble Has Finally Burst for The English Premier League

Blog post by Tim Mulligan

14 Feb 2018

English Premier League

Pay TV

Yesterday the English Premier League (EPL) announced the winners of its triennial domestic TV broadcast rights. As expected the two incumbent rights holders (Sky and BT) retained their privileges to cover…

Facebook Has Got An Instagram Problem

Blog post by Mark Mulligan

1 Feb 2018

facebook

Facebook messenger

facebook music

Mark Zuckerberg dropped a bit of bombshell during the Q4 2017 earnings call. He announced that Facebook daily active users (DAUs) have fallen across some key markets, including the US. COO Sheryl Sandberg…

MIDiA Research Predictions 2018: Post-Peak Economics

Blog post by Mark Mulligan

18 Dec 2017

2018 predictions

Amazon

Apple

With 2017 drawing to a close and 2018 on the horizon, it is time for MIDiA’s 2018 predictions. But first, on how we did last year, our 2017 predictions had a 94% success rate. See bottom of this post…

Twitch To Start Live Streaming Minor League Basketball

Blog post by Karol Severin

14 Dec 2017

Amazon

Games

live streaming

NBA’s G League will be the first official sports league to start a streaming channel on Twitch, starting this Friday. It will offer live streaming of up to six games per week and offer viewers chatroom…

Pay-TV Cord-cutting Versus Savvy SVOD Switchers

Blog post by Tim Mulligan

16 Oct 2017

Content Budgets

Online video

Pay TV

The news last Thursday about AT&T’s 390,000 pay-TV subscriber losses in the third quarter of 2017 are a salient reminder of the winds of change currently sweeping through the traditional video industry.…

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