wall street blog by MIDiA Research

Blog: wall street

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.

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

Blog post by 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...

Spotify’s New Rules of Engagement

Blog post by Mark Mulligan

12 Jun 2018

investors

Spotify

spotify as a label

It is easy to feel that the pervasive obsession with Spotify overplays its importance to the recorded music industry. On the one hand it may only represent 27% of global recorded music revenues, but this...

Quick Take: Big Tech’s Q3 Earnings Have Big Implications for Media

Blog post by Zach Fuller

3 Nov 2017

advertising

Alphabet

Amazon

With US listed public companies’ quarterly earnings currently being drip-fed to Wall Street, here are two of the implications for Media and Advertising entities from Tech’s Big Four Q3 earnings: Amazon’s...

Comcast Feels The Heat As Wall Street Shows Its Concerns Over Cord-Cutting

Blog post by Tim Mulligan

13 Sep 2017

Comcast

cord cutting

Netflix

Wall Street is not renowned for its ability to take the long-term view. A good example is the recent massive sell-off in Comcast stock, which saw $16 billion wiped off its market cap. It followed the announcement...

Quick Take: Snap Inc’s Q2 Earnings

Blog post by Zach Fuller

11 Aug 2017

Facebook

google

Instagram

After much anticipation, Snap Inc has released its Q2 earnings outlining the company’s progress in the past three months. Of course, much of the attention has focused on missing growth and revenue targets,...

Don't Write Pandora Off Just Yet

Blog post by Mark Mulligan

29 Mar 2016

apple music

iHeart Media

Pandora

Pandora has made the news again with founder Tim Westergren stepping up to the role of CEO, replacing Brain McAndrews. These are certainly uncertain times for Pandora, once the stand out success story...