tech majors Reports from MIDiA Research

AI chatbots
The new conductors of entertainment

Ben Woods

March 2025

AI chatbots are intersecting our entertainment lives as the tech majors transform consumer devices into digital companions. Such moves are building upon the foundations laid by smart speakers and OpenAI’s ChatGPT to elevate chatbot engagement towards the mainstream.

D2C 2020
Media, Tech and Communications Majors Go Head to Head

Tim Mulligan

April 2020

US

UK

Italy

The current division between the new video D2C entrants of 2019/2020 has revealed a strategic split between those that are leveraging established distribution advantages versus those focused on monetising existing content assets. The current market distortions wrought by the ongoing COVID-19 epidemic have placed power firmly in the hands of service...

Tech Major Market Shares 2019
Amazon Powers Ahead

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Mark Mulligan, Tim Mulligan, Karol Severin and Alistair Taylor

April 2020

Apple

iTunes store

Spotify

The tech majors are power players in the global digital content marketplace through a combination of their own content services, ad monetisation and control of audiences via devices, search and social. While advertising and services revenues are still a minority of total tech major revenues, the share is substantial, and revenues are growing fast.

The Games Streaming Subscription Revolution
Meet the Players

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Karol Severin

June 2019

Streaming

Apple

Spotify

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 econ...

2019-2021
Emerging New Metrics for Sports Streaming Success

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.

Games Streaming
Tech Major Disruption is Coming

Karol Severin

February 2019

tech majors

Attention economy

cross-platform gaming

Streaming is about to take the gaming world by storm. With new entrants including Google, Amazon, and Verizon, and others to come in the future, the traditionally siloed gaming model is becoming part of a wider cross-format, platform-agnostic play in the attention economy.

MIDiA Research Predictions 2019

Alistair Taylor, Georgia Meyer, Mark Mulligan, Tim Mulligan and Zach Fuller

November 2018

Apple

Spotify

YouTube

In this report MIDiA Research analysts present their predictions for what will be the big trends in digital media and tech, across music, video, media, brands, marketing, games and sports in 2019. Companies and brands mentioned in this report: ABC, Alibaba, Alphabet, Amazon, Amazon Prime Video, Apple, Apple Music, AT&T, BBC, BT, BT Sports, BT T...

Tech Majors Market Shares Q2 2018
A Tale of Mixed Fortunes

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Alistair Taylor, Karol Severin, Tim Mulligan and Zach Fuller

August 2018

Apple

Spotify

YouTube

Q2 2018 delivered contrasting milestones for the tech majors with Apple becoming the first company to have a trillion-dollar market capitalisation while Facebook simultaneously saw the single biggest one-day loss in market capitalisation in the history of US stock exchanges.

Tech Majors Market Shares Q1 2018
Advertising and Subscriptions Power Growth

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Alistair Taylor, Karol Severin, Tim Mulligan and Zach Fuller

June 2018

Subscriptions

Streaming

Apple

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 subscr...

Content Bubbles and Streaming Peaks
Media And Tech Trends That Will Shape 2018 And Beyond

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Mark Mulligan

February 2018

Innovation

Streaming

Apple

This report is a write up of key themes from one of MIDiA’s 2018 keynotes looking at the key trends, innovations and disruptions that will shape media and technology over the coming years. The full presentation is published online alongside this report.

MIDiA Research Predictions 2017
The Year Of The Platform

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Karol Severin, Mark Mulligan, Tim Mulligan and Zach Fuller

November 2016

Streaming

Streaming Music

Paid Content

As we correctly predicted, 2016 was the year video ate the world. 2017 is going to be shaped by the battle for consumer attention through formatting and distribution wars. VR is likely to cede further ground to AR, bots will become established, while messaging apps add to their dominant position (even though user growth will slow).

Next Generation Apps
The Rise Of Mobile Life Ecosystems

Karol Severin

November 2016

app economy

next generation apps

mobile life ecosystems

The world of mobile is undergoing a seismic shift. It used to be that the smartphone platform world was largely understood in terms of a couple of big operating systems (iOS and Android) and their respective app stores. But now a succession of apps have emerged as platforms that exist both within and across OS boundaries.

Reports: tech majors