Reports: Streaming

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 Show Fandom
Streaming Redefines TV Show Success

Cover image for TV Show Fandom
Amanda Stears
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 wider range of metrics, including brand awareness, TV viewership, streaming and fandom, have all become critical in judging the success of a show in the streaming era.
Read more …

Spotify Q2 2019 Earnings
Mature Markets Still the Engine Room of Growth

Cover image for Spotify Q2 2019 Earnings
Mark Mulligan
Q2 2019 was another solid quarter for Spotify, adding the same number of subscribers it typically does in promotional quarters. Core metrics such as churn and average revenue per user (ARPU) all moved in the right direction, but Spotify remains out of contract with two major label partners and needs emerging markets’ subscriber growth to start picking up the slack before mature western markets slow.
Read more …

Netflix After Q2 2019
Post-Peak or Strategic Reset?

Cover image for Netflix After Q2 2019
Karol Severin, Tim Mulligan and Amanda Stears
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, another former darling of the tech and media landscape.
Read more …

The Games Streaming Subscription Revolution
Meet the Players

Cover image for The Games Streaming Subscription Revolution
Karol Severin
Streaming is rewriting the games market rulebook. The games subscription landscape is undergoing foundational changes driven by a growing list of new market entrants including tech majors, telcos, leading games developers and publishers. The rise of games streaming opens doors to device- and platform-agnostic solutions all across the attention economy, as companies look to capture the engagement of valuable gamer segments for their respective ecosystems and business objectives.
Read more …

El mercado latinoamericano de transmisión de música
YouTube y Spotify se consolidan

Cover image for El mercado latinoamericano de transmisión de música
Leo Morel
Una imagen a 20.000 pies: Latinoamérica se ha convertido rápidamente en uno de los más importantes mercados de transmisión de música, debido a la acelerada adopción de los consumidores, creciente adquisición de teléfonos inteligentes, gran disponibilidad de servicios de transmisión y el rápido crecimiento en los ingresos tanto de pago como gratuitos.
Read more …

SVOD Stacking
Direct to Consumer Services Set to Move the Needle

Cover image for SVOD Stacking
Tim Mulligan
In the attention economy, everyone is your competitor – a point well made by Netflix’s Reed Hastings’ observation that the company is now vying for viewer time with the popular game Fortnite. Now that we are entering the post-peak phase of the attention economy, the focus for video is shifting to the overlap between subscription video on demand (SVOD) users and the additional services they use.
Read more …

Spotify Q4 2018 Earnings
Strong Subscriber Growth With a Hint of Profitability but Long-Term ARPU Deflation

Cover image for Spotify Q4 2018 Earnings
Mark Mulligan
Spotify finished 2018 strongly, over performing in both subscriber and ad-supported MAU additions. This was accompanied by Spotify’s first ever profitable quarter and two major podcast acquisitions early in 2019, hinting at a positive year ahead. However, at the same time, premium ARPU continues a long-term decline.
Read more …

Radio 2018
Streaming’s Continuing Impact

Cover image for Radio 2018
Mark Mulligan
This is a 2018 update to MIDiA’s 2017 report exploring the impact of streaming on radio audiences. The underlying data comes from MIDiA’s quarterly consumer tracker which was first fielded in Q4 2016. Companies and brands mentioned in this report: 2GB, 702 ABC, AdsWizz, BBC, BOOM-FM, CBC Radio One, CBC Radio Two, CHFI-FM, CHUM-FM, Capital FM, Digital Audio Exchange, Global Radio, Heart, KIIS-FM, Kiis106.
Read more …

Themes

Verticals