Comcast Reports from MIDiA Research

The FAST advantage
Build sustainable consumer models

Tim Mulligan and Ben Woods

August 2023

Amazon

Inflation and retention pressures are combining to make free ad-supported streaming TV (FAST) an appealing go-to-market strategy for video distributors.FAST is still underperforming significantly in engagement...

TV monetisation
The third way

Tim Mulligan

February 2023

Comcast

asia pacific

NBCUniversal

The slowing of subscription growth in developed markets means that streaming services have to look both towards post-subscription and post-advertising models. A focus on retention will maintain downward...

The great movie reset
How films can drive higher income spending in video

Tim Mulligan

December 2022

Apple

Video

Amazon

The role of film in popular culture and the evolution of video streaming has reached an inflection point. After the near death of the box office in 2020, and the subsequent shattering of the box office...

Hybrid shock
How ads will change SVOD

Tim Mulligan

August 2022

Video

Amazon

Apple TV

The combined effects of market saturation for subscription video on demand (SVOD) alongside a growing cost-of-living crisis are forcing pureplay SVOD services to modify their ad-free propositions. Disney-owned...

The video attention reboot
How video is being impacted by the attention recession

Cover image for The video attention reboot

Tim Mulligan and Hanna Kahlert

July 2022

creators

Netflix

roku

With the attention recession in full swing following the lockdown boom, video isalready feeling the pinch as evidenced by Netflix’s declining subscriber count.The mainstreaming of subscription video...

Video discovery
The new streaming battleground

Tim Mulligan

January 2022

Video

discovery

Amazon

Now that video streaming consumer activity is mainstream (Netflix WAU is currently at 59%), the challenge is for video to maintain its dominance over competing media formats. At the heart of all this is...

2022 MIDiA predictions
The year of the creator

Mark Mulligan, Tim Mulligan, Karol Severin, Hanna Kahlert, Srishti Das, Kriss Thakrar and Tatiana Cirisano

December 2021

creators

Apple

Spotify

In this report MIDiA Research analysts present their predictions for what will be the big trends in digital media and tech across music, video, brands, marketing, games, and sports in 2022 and beyond....

Consolidation and retention
How D2C is now driving video M&A strategy

Cover image for Consolidation and retention

Tim Mulligan

November 2021

Apple

Video

Amazon

The D2C big bang moment of 2019/2020 opened up a new offensive front for media majors as they competed with the communications and tech majors for streaming audience market share, which was previously...

The rise of the silver streamer
55+ demographic reshapes video streaming

Cover image for The rise of the silver streamer

Tim Mulligan

April 2021

Video

Amazon

2020 brought video streaming into the mainstream, resulting in an aging consumer base as later adopters embraced the digital-first behaviour. With binge viewing typically occurring at the start of on-demand...

The Great Reaggregation
Lockdown, Demand and Consolidation

Tim Mulligan

January 2021

Video

Amazon

COVID-19 removed the constraints imposed by peak attention, leading to a surge in home-based entertainment consumption and streaming adoption. Fortuitous timing, enforced home working and the end of the...

Broken Windows
How Streaming Is Redefining the Movie Proposition

Tim Mulligan

December 2020

Video

Amazon

Netflix

COVID-19 significantly reduced theatrical movie releases and has necessitated a shift to streaming premiers for studios, especially those with recently launched direct-to-consumer services. While Disney...

Sports Rights
The Great Reset

Alistair Taylor

December 2020

Spotify

Video

COVID-19 exposed live entertainment as a vulnerable asset class during a global health crisis, rendering services overly reliant on live sports broadcasts as primary churn candidates. A major overhaul...

Q3 2020 US AVOD Consumer Deep Dive
The Roku Channel, Pluto TV, Tubi TV and IMDb TV

Cover image for Q3 2020 US AVOD Consumer Deep Dive

Tim Mulligan

November 2020

Video

Amazon

Ad-supported video on demand (AVOD) continues to lag behind subscription video on demand (SVOD) in a US market still heavily focused on paid subscriptions. AVOD weekly active engagement grew steadily in...

2021 Predictions
The Year of the Immersive Web

Mark Mulligan, Tim Mulligan, Karol Severin, Alistair Taylor and Hanna Kahlert

November 2020

Spotify

discovery

In this report MIDiA Research analysts present their predictions for what will be the big trends in digital media and tech across music, video, brands, marketing, games and sports in 2021 and beyond. Key...

The Case for News in Video D2C Services

Tim Mulligan

October 2020

Apple

Video

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...

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

September 2020

Apple

live

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....

Recovery Economics
Post-Lockdown Sports

Alistair Taylor

August 2020

Disney

Comcast

Sky

As live sports resume following the coronavirus crisis lockdowns, the long-term impact of sports’ mass hiatus will be substantial. An activity gap created a void state for consumers, freeing up previously...

D2C Big Bang Impact, H1 2020
English-speaking Markets

Cover image for D2C Big Bang Impact, H1 2020

Tim Mulligan

July 2020

Apple

Amazon

Apple TV

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....

US Video Consumer Deep Dive
Q1 2020

Cover image for US Video Consumer Deep Dive

Tim Mulligan

May 2020

Apple

Amazon

Apple TV

This report presents key trends and analysis from MIDiA’s quarterly Video Brand Tracker survey, including devices for viewing, video streaming activities, SVOD, demographics, video streaming app users,...

COVID-19
Impact on Entertainment Demand and Behaviours

Mark Mulligan, Tim Mulligan, Karol Severin, Alistair Taylor, Keith Jopling and Hanna Kahlert

April 2020

Free Report

Spotify

Amazon

Netflix

COVID-19 is having a clear and direct impact on the entertainment and media industries, driven by investor uncertainty – resulting in plummeting share prices – and restrictions on movement of people...

Reports: Comcast