Reports: Apple

Browse all of our reports, featuring our analysts' expert insights and analysis of audience segmentation, emerging trends and technologies, value chains, market shares, predictions and more – backed by our proprietary survey data and bespoke models & forecasts. Become a subscriber to get new ones every month, or just pick one to get started.

The Case for News in Video D2C Services

Cover image for The Case for News in Video D2C Services
Tim Mulligan
Digital disruption of the traditional pay-TV landscape was led by subscription video on demand (SVOD) services using scripted drama to gain consumer adoption, one of pay-TV’s very own four pillars. With SVOD originals strategy now diversifying into factual and reality, the two remaining pay-TV pillars sports and news are all that is stopping SVOD being a full like-for-like replacement for traditional pay-TV.
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The Case for News in Video D2C Services

Cover image for The Case for News in Video D2C Services
Tim Mulligan
Digital disruption of the traditional pay-TV landscape was led by subscription video on demand (SVOD) services using scripted drama to gain consumer adoption, one of pay-TV’s very own four pillars. With SVOD originals strategy now diversifying into factual and reality, the two remaining pay-TV pillars sports and news are all that is stopping SVOD being a full like-for-like replacement for traditional pay-TV.
Read more …

Podcasts Q2 2020
Spotify Takes an Early Lead

Cover image for Podcasts Q2 2020
Mark Mulligan
Podcasts have become the next battle front for audio. Spotify’s ambitious content and product strategy have enabled it to become an early leader, but the podcast market is still in its infancy, with adoption far lower than radio or streaming music. Podcasts have greater long-term market potential than music streaming but with many divergent objectives among key players, the interplay of product and content strategy will delineate the competitive marketplace.
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Podcasts Q2 2020
Spotify Takes an Early Lead

Cover image for Podcasts Q2 2020
Mark Mulligan
Podcasts have become the next battle front for audio. Spotify’s ambitious content and product strategy have enabled it to become an early leader, but the podcast market is still in its infancy, with adoption far lower than radio or streaming music. Podcasts have greater long-term market potential than music streaming but with many divergent objectives among key players, the interplay of product and content strategy will delineate the competitive marketplace.
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Post-Pandemic Programming
Surviving and Thriving in the Recession

Cover image for Post-Pandemic Programming
Mark Mulligan, Tim Mulligan, Karol Severin, Alistair Taylor, Keith Jopling and Hanna Kahlert
COVID-19 caused dislocation and disruption to the global entertainment business. Now, the recession and the prospect of further pandemic peaks have created an unprecedented outlook for entertainment companies. Many of the shifts that occurred during lockdown will define the new market dynamics.
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Post-Pandemic Programming
Surviving and Thriving in the Recession

Cover image for Post-Pandemic Programming
Mark Mulligan, Tim Mulligan, Karol Severin, Alistair Taylor, Keith Jopling and Hanna Kahlert
COVID-19 caused dislocation and disruption to the global entertainment business. Now, the recession and the prospect of further pandemic peaks have created an unprecedented outlook for entertainment companies. Many of the shifts that occurred during lockdown will define the new market dynamics.
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Q2 2020 UK Video Consumer Deep Dive

Cover image for Q2 2020 UK Video Consumer Deep Dive
Tim Mulligan
UK video engagement in Q2 2020 remains primarily a two-horse race between subscription-based Netflix and ad-supported YouTube, which returned to dominance with 55% weekly average user penetration – three percentage points higher than Netflix. Against this trend new streaming entrant Disney+ has achieved 16% weekly average user penetration, underlying the rising competition between the subscription-based and ad-supported video streaming alternatives as the UK streaming market matures.
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D2C Big Bang Impact, H1 2020
English-speaking Markets

Cover image for D2C Big Bang Impact, H1 2020
Tim Mulligan
With HBO Max and Peacock just coming into market, the key challengers for Netflix and Amazon Prime Video’s current SVOD dominance are Disney+ and Apple TV+, which both launched midway through Q4 2019. Disney+ rapidly moved into a strong third position in all four markets (US, UK, Canada, Australia), while Apple TV+’s lack of content depth is flatlining its growth in the same markets.
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Tech Major Market Shares 2019
Amazon Powers Ahead

Cover image for Tech Major Market Shares 2019
Mark Mulligan, Tim Mulligan, Karol Severin and Alistair Taylor
The tech majors are power players in the global digital content marketplace through a combination of their own content services, ad monetisation and control of audiences via devices, search and social. While advertising and services revenues are still a minority of total tech major revenues, the share is substantial, and revenues are growing fast.
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