Reports

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 Earnings
Growth Still Comes At A Cost

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Mark Mulligan
Spotify’s 2016 accounts reveal strong growth in both revenue and user, as well as improved conversion to paid. But they also show growing losses (both in absolute and relative terms) for streaming music’s leading player. The health of Spotify is a bellwether for the health of the streaming music market and its current prognosis is that it is fit and healthy now, but that will end sometime unless it improves its lifestyle.
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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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Why Netflix Is A Next Generation Network And Amazon Is A Next Generation Operator
Emerging next generation operator and network assets profiles

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Tim Mulligan
The shift to digital consumption has brought SVOD (Subscription Video On Demand) to the fore. And leading the charge both domestically in the US and internationally are Netflix and Amazon Prime Video. Netflix is now in 190 territories and Amazon Prime Video is now available in 242 separate territories.
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State Of Freemium Games Q1 2017
A Comprehensive Assessment Of Freemium Game Dynamics In The Top 100 Grossing Charts

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Karol Severin
The sheer importance and popularity of freemium games in the app economy is evident across the globe as they capture the lion’s share of both the top 100 grossing overall charts, as well as gaming charts globally. But behind the global popularity of freemium games are individual regions at various levels of market maturity, platform penetrations, publisher competitiveness and consumer preferences, which together drive regional nuances for freemium game economy dynamics.
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Canada Video Market
Strong Pay-TV Market Creates A Big Appetite For Video

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Tim Mulligan
With a third of Canadians subscribing to traditional pay-TV, the country has a strong appetite for online video. This is demonstrated by the 20.3% of the population who are now Subscription Video On Demand (SVOD) subscribers. With the SVOD market already more than two thirds the size of the traditional pay-TV market, Canada is a litmus test for whether traditional pay-TV is able to co-exist with SVOD.
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Streaming Music Growth
How The S-Curve Will Determine Growth

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Mark Mulligan
Streaming music drove trade revenues of $5.4 billion in 2016, up 57% from $3.5 billion in 2015 while music subscribers grew from 68.5 million to 106.3 million over the same period. The rate at which the streaming music market will grow, and the level at which it will peak, is determined not just by industry strategy but also by the underlying laws of consumer adoption.
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Netflix Q1 2017
International Picks Up The Slack

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Tim Mulligan
With Netflix on course to pass the psychologically significant 100 million subscriber mark, the company’s Q1 2017 quarterly earnings are particularly significant. With 43.2% of the global SVOD market and a presence in 190 differing territories the only major piece missing from the picture is Netflix’s failure to launch in China, the largest and fastest growing market for digital services.
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The State Of The SVOD Nation 2017
Global SVOD Markets And Consumer Trends

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Tim Mulligan
Despite the fear of an impending bubble bursting, Subscription Video On Demand (SVOD) has never been in a stronger position globally. Although still dominated by the US as the largest market and as the home of the two largest SVOD services, the non-US market is growing fast, with territories such as Singapore experiencing a 20% increase in SVOD service availability in 2016.
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