Blog: Video - Page 26

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 Sky has placed a strategic bet on disruptor Netflix

Tim Mulligan

19 Sep 2018

Netflix Online video Sky

Today’s announcementthat Netflix is going to be part of premium Sky offerings as from November (per Tech Crunch ) is a bigger deal for the UK pay-TV operator than it is for the US SVOD market leader.

Big Brother axed By Channel 5 - but it's not all bad news for Endemol

Alistair Taylor

14 Sep 2018

Big brother Channel 4 Channel 5

Dutch production house Endemol is no longer going to be making cult reality TV show Big Brother for Viacom’s UK terrestrial channel, Channel 5. It announced that it was “disappointed not to reach an agreement with Channel 5”, following Channel 5’s admission to the BBC that “the forthcoming...

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How Netflix is slowly disrupting YouTube

Tim Mulligan

14 Sep 2018

AVOD Netflix Online video

One of the foundational cornerstones of monetising the digital economy is that there are two ways of paying for digital content: either with your wallet or with your attention. In the digital video streaming era, this has manifested itself in the division of business models into subscription video o...

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Until subscriptions take off, is YouTube the main way to build emerging market audiences?

Zach Fuller

12 Sep 2018

YouTube Video audiences

Streaming has opened previously untapped emerging markets for music due to both heavy piracy and the absent legacy of a robust music industry, but monetisation remains lower in emerging markets because of the less developed digital ad markets.

Is Netflix on the edge of financial disruption?

Tim Mulligan

16 Aug 2018

bonds Finance Interest Rates

Monday’s news that Netflix’s long-serving CFO David Wells was stepping down from his position, has once again made the company’s financial operations the centre of attention. Wells's tenure oversaw an unprecedented level of debt issuance by the company with $8.

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

Tim Mulligan

17 Jul 2018

Netflix original content paid subscriptions

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 everyday this year at an average of 1.

From Ownership to Access

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 Sky, The Economist, Beggars Group, Reed Smith and Readly.

How Tencent is Successfully Monetising a Messaging App Ecosystem

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 currently monetising its digital consumer base effectively.

How Tencent is Successfully Monetising a Messaging App Ecosystem

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 currently monetising its digital consumer base effectively.

Is This The Last Broadcast TV World Cup?

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 5-0.

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

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 sold domestic digital rights, allowing for matches to be live streamed on Amazon Prime.

Is YouTube Serious About Music Subscriptions This Time Round?

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 video on demand (SVOD) offering, of which music was going to be sub-component.

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Netflix Q1 2018 Results: Hiking Prices or Fighting Churn?

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 was an impressive 40.

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Spotify and Netflix Are Experiencing Opposite User Engagement Trends

Karol Severin

27 Mar 2018

Fuse listening hours monthly hours

The latest Fuse data enables us to comparemonthly hours per MAU spent onSpotify and monthly hours per subscriber spent on Netflix over 2017. Interestingly they are travelling in opposite directions. Spotify & Netflix's Monthly Hours Of Engagement per MAU/Subscriber While Spotify’s monthly cont...

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The Sports Bubble Has Finally Burst for The English Premier League

Tim Mulligan

14 Feb 2018

BT 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 the competition domestically.

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Facebook Has Got An Instagram Problem

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 elaborated: “In the US and Canada, these changes contributed to a DAU decline of 700,000 comp...

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Twitch To Start Live Streaming Minor League Basketball

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 functionalities, as well as interactive stats and info.

Three Reasons Why The Disney-Fox Deal Matters

Tim Mulligan

14 Dec 2017

Video Sports Media and Marketing

Disney’s $52.4 billion acquisition of 21st Century Fox’s entertainment assets is now confirmed. With Fox debt factored in, the total transaction cost rises to $66.1 billion. See my post yesterday for context.

Why Fox Has Given Comcast The Cold Shoulder And Why Disney Is Now The Preferred Option

Tim Mulligan

13 Dec 2017

Video Music

The end of 2017 is shaping up to be a pivotal time for the video landscape in the US. Tomorrow, the Federal Communication Commission (FCC) will vote on whether or not to remove the common carrier designation with which Internet Service Providers (ISPs) are currently designated.

Is YouTube The Digital Successor To Free-To-View TV?

Tim Mulligan

24 Oct 2017

demi Lovato Streaming TV

On October 17th, YouTube made another significant step towards supplanting the TV industry with the free-to-view ad-supported release of a YouTube original documentary on music artist Demi Lovato, entitled Demi Lovato: Simply Complicated - Official Documentary .

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