Reports: Subscriptions

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.

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.
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Paid News Digital Subscriptions
Bubble or Breakthrough?

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Zach Fuller
Still feeling imbued with the often cited ‘Trump bump’, paid news media subscriptions continued their healthy growth trajectory throughout 2017 and into the first quarter of 2018. The market, excepting China and India, grew largely in symmetry with other digital behaviours, as premium news brands continued to make their case as a credible alternative to the clickbait-centric news feeds of social media.
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Tech Majors Market Shares Q1 2018
Advertising and Subscriptions Power Growth

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Alistair Taylor, Karol Severin, Tim Mulligan and Zach Fuller
In Q1 2018 advertising revenue and services revenue drove strong growth for the tech majors – Alphabet, Amazon, Apple, Facebook, with Alphabet and Apple retaining their respective leads in each of those revenue segments but losing market share. Subscriptions were also a big part of the Q1 narrative; Amazon and Apple highlighted significant subscription growth underpinning their growing service businesses.
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State Of The Streaming Nation 2.1 (Mid-Year 2017 Update)
The Definitive Assessment Of The Global Streaming Music Market

Cover image for State Of The Streaming Nation 2.1 (Mid-Year 2017 Update)
Mark Mulligan
2016 was the year that streaming turned the recorded music business into a good news story, with revenue growth so strong that it drove nearly a billion dollars of total growth. Leading streaming services spent the year competing with ever more impressive metric, while playlisting and streaming exclusives became cornerstones of the wider music market both culturally and commercially.
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Streaming Services Market Shares
Spotify Leads Across Most Markets

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Mark Mulligan
This report includes the key findings of MIDiA’s Global Music Subscriber Market Share Model in which we present the subscribers, revenues and market shares of streaming services in more than 20 different countries. This report contains charts and analysis for 11 countries including consumer survey data, while the complete excel model is posted alongside this report.
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State Of The Streaming Nation 2
The Definitive Assessment Of The Global Streaming Music Market

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Mark Mulligan
2016 was the year that streaming turned the recorded music business into a good news story, with revenue growth so strong that it drove nearly a billion dollars of total growth. Leading streaming services spent the year competing with ever more impressive metrics while playlisting and streaming exclusives became cornerstones of the wider music market both culturally and commercially.
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Paid Content Consumer Deep Dive
The Emergence Of A Sophisticated Audience

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Zach Fuller
In the old world, there were clear demarcations between media types, bordered with proprietary media and playback devices. However, different entertainment forms now exist in more interdependent ecosystems than they did in the analogue era, with all-in-one app stores blurring the boundaries and turning media consumption into an amorphous whole where content types compete directly with each another for both time and money.
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Spotify User Profile
An Increasingly Mainstream Yet Digitally Sophisticated Audience

Cover image for Spotify User Profile
Mark Mulligan
Spotify is the poster child of streaming music, having done more than any other company to grow the segment and to prove the freemium business model at scale. It has built an active user base that outshines any other freemium music service, and through tactics such as telco bundles and pricing discounts continues to squeeze every last drop of opportunity out of the $9.
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The Death of the Monthly Active User
Redefining User Metrics For The App Era

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Zach Fuller
The Monthly Active User (MAU) metric is the default measure of digital services but its usefulness is lessening. While it offered desktop-era services a better alternative to page views, its use for mobile apps is increasingly anachronistic. With the advent of smartphones, users are absorbing app-based services far more intimately into their lives, consequently leading to frequency of activity going far beyond monthly usage.
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