Reports: Disney

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.

TV Network Rankings
Brand Equity and the Weaponisation of Originals

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Amanda Stears

November 2019

US

UK

YouTube

The big streaming networks Netflix and Amazon have become the powerhouses of video brand equity by simultaneously weaponising TV shows as acquisition tools and assimilating the brands of traditional networks through association with their shows. The disconnect between original TV networks and global audiences is becoming wider as local networks and...

Sports Rights
Measuring the ROI for Streaming

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Alistair Taylor

October 2019

Subscriptions

Amazon

subscribers

Measuring streaming sports audience engagement is paramount when determining which rights mix consumers are actually willing to pay for. Netflix has shown that in a saturated market, retaining consumer attention can cost twice as much as it did previously to retain the same level of user engagement.

Sports Rights
Measuring the ROI for Streaming

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Alistair Taylor

October 2019

Subscriptions

Amazon

subscribers

Measuring streaming sports audience engagement is paramount when determining which rights mix consumers are actually willing to pay for. Netflix has shown that in a saturated market, retaining consumer attention can cost twice as much as it did previously to retain the same level of user engagement.

Recession Impact
How an Economic Downturn Could Reshape Digital Media

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Alistair Taylor, Amanda Stears, Karol Severin, Keith Jopling, Mark Mulligan, Tim Mulligan and Zach Fuller

October 2019

Apple

Spotify

Amazon

Ten years on from the credit crunch, the global economy could be poised to enter another economic recession. Many of the underlying causes of the credit crunch remain in place, due to governments lacking the appetite for the structural reform required to right the faults in the global financial system that catalysed the slowdown.

Recession Impact
How an Economic Downturn Could Reshape Digital Media

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Alistair Taylor, Amanda Stears, Karol Severin, Keith Jopling, Mark Mulligan, Tim Mulligan and Zach Fuller

October 2019

Apple

Spotify

Amazon

Ten years on from the credit crunch, the global economy could be poised to enter another economic recession. Many of the underlying causes of the credit crunch remain in place, due to governments lacking the appetite for the structural reform required to right the faults in the global financial system that catalysed the slowdown.

Direct to Consumer 1.1
Video’s Big Bang Moment

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Tim Mulligan

October 2019

Streaming

Apple

Spotify

2019 marks the biggest shift in the US video market since Netflix’s pivot into streaming in 2007. Apple, Disney and AT&T-owned Warner Media are preparing for their direct-to-consumer (D2C) launches into the US market in Q4 2019/Q1 2020. How they fare will have a significant impact on the global evolution of video subscriptions.

Direct to Consumer 1.1
Video’s Big Bang Moment

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Tim Mulligan

October 2019

Streaming

Apple

Spotify

2019 marks the biggest shift in the US video market since Netflix’s pivot into streaming in 2007. Apple, Disney and AT&T-owned Warner Media are preparing for their direct-to-consumer (D2C) launches into the US market in Q4 2019/Q1 2020. How they fare will have a significant impact on the global evolution of video subscriptions.

US Streaming Video
How Ad Supported Will Reshape the Market

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Tim Mulligan

October 2019

Streaming

Apple

YouTube

In the shift to streaming, advertising has been sidelined by the growth of streaming video on demand (SVOD) in the US video market. However, Hulu’s growth, along with increasing competition for consumers’ digital wallet, is helping to make the case that there is an opportunity to replicate traditional pay-TV’s subscription and advertising mod...

US Streaming Video
How Ad Supported Will Reshape the Market

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Tim Mulligan

October 2019

Streaming

Apple

YouTube

In the shift to streaming, advertising has been sidelined by the growth of streaming video on demand (SVOD) in the US video market. However, Hulu’s growth, along with increasing competition for consumers’ digital wallet, is helping to make the case that there is an opportunity to replicate traditional pay-TV’s subscription and advertising mod...

Consumer Ad Receptiveness
Apathy, Evasion and Engagement

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Mark Mulligan

September 2019

Spotify

Marketing

Amazon

On-demand audiences expect to be able to control their digital experiences, and many have opted for the ad-free oases of streaming subscriptions. While traditional media might be losing audience share it is not giving up the fight, instead investing heavily in ad tech that improves targeting and advertiser agility.

TV Show Fandom
Streaming Redefines TV Show Success

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Amanda Stears

August 2019

Streaming

Streaming video

Apple TV

The scripted drama boom and the rise of streaming have dramatically reshaped TV consumption and viewing habits. The act of watching a TV show is no longer confined within the four walls of the living room, nor is it constricted by a fixed schedule. Measuring the success of a show can no longer be done by traditional ratings alone, but instead a wid...

Southeast Asia Video Streaming Deep Dive

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Amanda Stears

August 2019

Streaming

Streaming video

Apple TV

Video streaming services in Southeast Asia first appeared in 2015 and have evolved into the main video consumption platforms for local consumers. With a combined population of 371.65 million, and a combined GDP of $2.9 trillion, Thailand, Malaysia and Indonesia represent sizeable and attractive growth markets for streaming services.

Netflix After Q2 2019
Post-Peak or Strategic Reset?

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Karol Severin, Tim Mulligan and Amanda Stears

July 2019

Streaming

Streaming video

Apple TV

With a market capitalisation 122 times its current annual net income, Netflix suddenly finds itself scrambling to justify its price-to-earnings ratio. The July 17th earnings call knocked 11% off the market capitalisation of the poster-child of the streaming era in a matter of two days – equivalent to the entire market capitalisation of Snap Inc, ...

2019-2021
Emerging New Metrics for Sports Streaming Success

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Alistair Taylor

June 2019

Streaming

Apple

Amazon

The clock is ticking down to 2021 when the major domestic sports rights in the US and the UK will start coming up for renewal. Thus far, pureplay sports streaming video on demand (SVOD) services such as DAZN and Eleven Sports have experienced mixed fortunes.

2019-2021
Emerging New Metrics for Sports Streaming Success

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Alistair Taylor

June 2019

Streaming

Apple

Amazon

The clock is ticking down to 2021 when the major domestic sports rights in the US and the UK will start coming up for renewal. Thus far, pureplay sports streaming video on demand (SVOD) services such as DAZN and Eleven Sports have experienced mixed fortunes.

Direct to Consumer
Video’s Big Bang Moment

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Tim Mulligan

June 2019

Streaming

Apple

Spotify

2019 marks the biggest shift in the US video market since Netflix’s pivot into streaming in 2007. Apple, Disney and AT&T-owned Warner Media are preparing for their direct-to-consumer (D2C) launches into the US market in Q3/Q4 2019. How they fare will have a significant impact on the global evolution of video subscriptions.

Direct to Consumer
Video’s Big Bang Moment

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Tim Mulligan

June 2019

Streaming

Apple

Spotify

2019 marks the biggest shift in the US video market since Netflix’s pivot into streaming in 2007. Apple, Disney and AT&T-owned Warner Media are preparing for their direct-to-consumer (D2C) launches into the US market in Q3/Q4 2019. How they fare will have a significant impact on the global evolution of video subscriptions.

Sports SVOD Services Deep Dive

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Alistair Taylor

May 2019

Apple

Spotify

Amazon

Sports-centric subscription video on demand (SVOD) services have entered international markets, looking to capture digital-native audiences from pay-TV and other established SVOD services. Eleven Sports’ demise in the UK provides the best case study for how streaming services can struggle when entering a market with insufficient rights offerings.

Sports SVOD Services Deep Dive

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Alistair Taylor

May 2019

Apple

Spotify

Amazon

Sports-centric subscription video on demand (SVOD) services have entered international markets, looking to capture digital-native audiences from pay-TV and other established SVOD services. Eleven Sports’ demise in the UK provides the best case study for how streaming services can struggle when entering a market with insufficient rights offerings.

Streaming Video Consumer Trends Q4 2018
Reaching The Post-Peak Attention Economy

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Alistair Taylor

February 2019

Apple

YouTube

Netflix

With streaming video subscriptions surpassing that of pay-TV in Q1 2018, traditional linear providers are under growing pressure to better understand consumer consumption habits. Pay-TV failed to entice the younger audience to engage with its services as the digital landscape is successfully catering to their consumption needs.

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Showing 101 to 120 of 126 results.