Netflix Reports from MIDiA Research

Fandom drivers
From fan psychology to NFT demand

Mark Mulligan, Karol Severin, Srishti Das and Tatiana Cirisano

January 2022

Fandom is entertainment’s growth currency, yet it remains both under-valued and poorly understood. While other entertainment currencies can be accurately measured (number of streams, number of sales,...

Fandom and lean-in culture are reshaping video

Hanna Kahlert

December 2021

Apple

Spotify

YouTube

To compete in the new hyper-saturated attention economy, entertainment propositions must tap into audience sentiment to generate fandom and understand where they fit in the lives and habits of audiences....

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...

Games discovery and conversion
Navigating between generations in the 2020s

Cover image for Games discovery and conversion

Karol Severin

September 2021

Spotify

YouTube

digital natives

The 2020s population is split between digital natives and older digital migrants, which shapes how consumers discover and convert to new games. Younger consumers are more likely to discover via channels...

From social media to creator tools
The evolution of UGC

Cover image for From social media to creator tools

Hanna Kahlert

September 2021

Apple

Spotify

YouTube

Entertainment is suffering intense competition as audience attention time, already saturated before the pandemic, is hit by the gradual return of ‘in real life’ activities. A flurry of new propositions...

Music creator tools forecast
Moving towards a hybrid future

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Mark Mulligan

September 2021

Creators

Apple

Spotify

Once upon a time, music software and hardware were distinct market segments, but now they are increasingly fusing into a network of hybrid creator tools ecosystems. Standalone hardware still has a vibrant...

The four key cultural trends transforming digital entertainment in 2021 and beyond

Hanna Kahlert

August 2021

Marketing

live

Amazon

The effect of streaming on entertainment is not new, but as we move into the era of mainstream vaccinations, the shifts in streaming-driven consumer behaviour over the last year and a half will drive fundamental...

Sci-fi video fan consumer snapshot, Q2 2021
US, Canada, Australia, UK, Germany, France, Sweden, South Korea, Brazil

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Tim Mulligan

August 2021

Video

YouTube

Amazon

This slide deck presents sci-fi video fan consumer demand covering video services, live TV viewing, binge viewing, device viewing, YouTube consumption, and leading video services by WAU penetration. The...

The changing context of consumption
Emerging consumer trends in a re-saturated attention economy

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Hanna Kahlert

July 2021

Spotify

Amazon

Netflix

Rampant attention competition has driven changes in entertainment consumption itself, exacerbated by the last year’s attention boom. Quality of attention and quantity of attention are increasingly differentiated,...

Music consumer survey Q1 2021
YouTube extends its reach

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Mark Mulligan

July 2021

Spotify

YouTube

Deezer

The data in this report is taken from MIDiA’s Q1 2021 consumer survey. The full data from this survey and all the preceding quarterly surveys are available, along with data visualisation tools and dynamic...

MIDiA Research video streaming subscription forecasts 2021-2027
Margins eclipse reach as developed markets dominate revenue growth

Cover image for MIDiA Research video streaming subscription forecasts 2021-2027

Tim Mulligan

June 2021

Streaming

Apple

Video

This report presents the key figures, trends and drivers of MIDiA’s video streaming forecast model. The figures presented in this report are in billions of US dollars unless otherwise stated. An Excel...

Ad strategy in a digital-first environment
Rethinking acceptance, tolerance and effectiveness

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Hanna Kahlert

June 2021

Spotify

YouTube

SoundCloud

Digital-first behaviours and the proliferation of choice have caused underlying changes to how consumers perceive and respond to brands. Brand loyalty has been replaced by content fandom. Frictionless...

Live streamed concert demand
Ready for prime time

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Mark Mulligan, Karol Severin and Kriss Thakrar

May 2021

Spotify

live music

Virtual concerts went from zero to a hundred at an unprecedented rate during the pandemic-shaped 2020, and the momentum carried through to 2021. But if lockdown years are like dog years, then so too the...

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

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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...

Creator culture
The song becomes the feed

Mark Mulligan and Kriss Thakrar

April 2021

Creators

Spotify

The creator tools marketplace is creating a revolution in the culture and business of music. The third decade of the millennium represents the opening of a new chapter for the music business, with the...

Digital consumption habits
How tomorrow’s audiences will reshape entertainment

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Hanna Kahlert

March 2021

Streaming

discovery

Digital-first access has shaped mainstream consumption, but for digital natives, it has also shaped their core behaviours. Music consumption is now fragmented across artists, becoming a personalised, anytime...

Q4 2020 US D2C deep dive
An attention recession looms

Cover image for Q4 2020 US D2C deep dive

Tim Mulligan

February 2021

Video

Netflix

The US market is starting to see initial signs of fatigue as the D2C disruptors begin to reduce monthly user engagement among the three dominant incumbent subscription video on demand services. Netflix,...

2020 in review
Lockdown legacy impacts on entertainment

Hanna Kahlert

February 2021

Streaming

Netflix

Digital connections have filled the void left by real-world activities, globalising culture and experience. Yet this comes at the cost of deepening divides in trust and perspective. Changing economic circumstances...

Media consumption
Lockdown’s attention boom

Mark Mulligan

February 2021

Consumer behaviour

Spotify

2020 was a year like no other. With large swathes of the population confined to their homes for portions of the year, audiences had more time on their hands and more money in their pockets. These conditions...

Reports: Netflix