Reports

Variable Programming
How Online Video Is Shaking Off The Schedule Straightjacket

Tim Mulligan

September 2015

Netflix

tv networks

cord nevers

The advent of Video On Demand transformed the business models of the broadcast and pay-TV industries. Now it is set to have an equally disruptive impact on the nature of video content itself as the old analogue limits of linear TV programming no longer apply.

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Connected Home Audio Forecasts, 2015 to 2020
The Reinvention Of Hi-Fi

Mark Mulligan

August 2015

Streaming Music

Home audio

connected home audio

While the home hi-fi market was fading into irrelevance Sonos quietly set about reimagining the whole concept of in-home audio. Now connected home audio is coming of age, with Sonos the dominant player in the multi-room audio segment. Consequently incumbents of all shapes and sizes are rising themselves from their slumbers and entering the market i...

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The Mainstreaming Of SVOD
How Apple Can Make Video Subscriptions Ready For Primetime

Tim Mulligan

August 2015

Apple

traditional tv companies

tv networks

The digital revolution has created an increasingly fragmented TV landscape. Traditional Pay TV still clings to its old business model whilst Netflix and Amazon hammer on its door, wooing audiences and tempting both cord cutters and cord nevers with its headline grabbing content budgets and original commissioning.

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Streaming Music Discovery
When The Journey Becomes The Destination

Mark Mulligan

July 2015

Streaming

free

Discovery

When YouTube first starting rising to prominence streaming music was still in its infancy. Thus even though royalty payments were far from setting the world alight, there was a clear case for YouTube views driving discovery which then led to sales. Fast forward to 2015 and digital sales are rapidly losing ground to streaming which in turn throws in...

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Facebook Video
Not The Real Deal Yet But Could Still Unseat YouTube

Mark Mulligan

July 2015

YouTube

Online video

Facebook

Facebook is emerging as a serious challenger to YouTube and is building clear momentum that is giving the incumbent cause for concern in a way that few other short form challengers have yet managed to do. The total number of videos viewed by Facebook users was 4 billion a day in April 2015, up from 3 billion only three months earlier.

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Global Video Forecast 2015-2020
Subscriptions Come Of Age

Tim Mulligan

July 2015

smartphones

broadcast

cord nevers

2015 to 2020 will be a transformational period for the video sector. Accessing TV content online will become mainstream as video penetration reaches 50% by 2019. Despite solid adoption of subscription and video sharing services, it will be the migration of mass-market TV online that will drive the explosive growth.

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Mobile Market Country Profile: Germany
A Maturing App Superpower

Karol Severin

July 2015

telco

telcos

iOS

The mobile market in Germany is in the middle of a consumer behavior shift. Smartphone penetration and app usage have entered the mainstream and digital content consumption on mobile is on the rise, but app payment remains niche. Consumers switching from traditional phone calls and texting to internet voice communication and messaging contribute to...

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Ownership to Access, And Back
Physical Ownership Acquires A New Value In The Digital Era

Tim Mulligan

July 2015

US

UK

Sweden

It seems counter intuitive to suggest the physical ownership of content has an addressable market in the digital era. Despite the ubiquity of digital delivery mechanisms for premium content, the desire for physical possession has not gone away. A market opportunity exists to provide complementary physical products both as reassurance for older gene...

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On Demand In Demand
Meeting The Needs Of The On Demand Fan

Mark Mulligan

June 2015

Subscriptions

Streaming

US

2014 was undoubtedly streaming’s biggest year yet, growing by 39% and accounting for nearly a third of all digital revenues. But the market is a long distance yet from being in a position where it can be considered established. While free streaming, YouTube in particular, is booming, subscriptions remain confined to niche audiences.

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Music Publishing At A Cross Roads
How Streaming Is Transforming The Outlook For Music Publishers

Mark Mulligan

June 2015

music publishers

Subscriptions

Streaming

Everything starts with the song yet music publishers have often been the last part of the digital equation. Relative insulation from the effects of declining music sales have enabled publishers to have a far less digital centric worldview than record labels.

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Mobile App Economy Forecast 2015-2020
The Emergence Of A Mature Market

Karol Severin

June 2015

ARPU

average revenue per user

mobile apps

The global app economy is maturing. This transformation will bring a multitude of headline-worthy power shifts in the next five years. At the top, the share of global revenue will shift significantly between regions, as well as between platforms. Furthermore, the revenue mix will become more even between spend segments, as whales approach their ful...

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Mobile App Payments
Fishing For Whales And Minnows

Karol Severin

June 2015

Freemium

app economy

in app purchase

78% of mobile app revenue is concentrated in 26% of app buyers with the majority of that revenue driven by in-app purchases. These ‘whales’ are the beating heart of the mobile app economy but their small number means that they make precarious foundations for the market.

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Mobile Market Country Profile: Sweden
Sophisticated Swedes Set The Pace

Karol Severin

May 2015

Sweden

telco

telcos

Sweden embraced the smartphone revolution like few other markets. Heavy investments in mobile and internet infrastructure led to one of the highest app user penetration rates in the world. As its mature app market approaches saturation, increasing ARPU will become the core focal point of future growth strategy.

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The Netflix Effect
How Netflix Is Changing The Rules For TV

Tim Mulligan

May 2015

Netflix

Pay-TV

traditional tv companies

Since reinventing itself as an online video subscription platform Netflix has transformed the paid video market. By delivering its online offering into consumers’ living rooms through connected TVs it removed the barrier between the TV and the internet.

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The Brazilian Music Consumer
Tentative Steps In An Emerging Digital Market

Leo Morel

May 2015

consumer behavior

Consumer behaviour

Streaming

The Brazilian digital music market is still in a formative stage in contrast to developed markets such as the USA and the UK. Apple’s iTunes store only started to operate in Brazil in 2012 and music streaming service Spotify only began its Brazilian activities in 2014.

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The Mobile App Funnel
Benchmarking The Mobile App Customer Lifecycle

Karol Severin

May 2015

Freemium

subscription trials

user acquisition

App companies lose users and revenue right across the user acquisition and retention process. Thus as the global app market grows the amount of lost revenue accelerates also. MIDiA’s app funnel analysis reveals just where on the customer life cycle users are lost, why they go and provides industry averages to benchmark against for freemium apps ...

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Video Market Country Profile: UK
Catch-Up TV Supercharges The Market

Tim Mulligan

April 2015

US

Apple

YouTube

Online TV viewing in the UK is now a mainstream consumer activity. This has been facilitated by near universal levels of internet connectivity and smartphone adoption and driven by the unique role played by national broadcaster the BBC. However while the UK is in the vanguard of video viewing, the dominant position of BBC’s iPlayer ad-free OTT (O...

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Fighting Free With Free
How YouTube Usurped BitTorrent

Mark Mulligan

April 2015

Streaming

free

free Streaming

Ever since Napster raised its head in 1999 the music industry has been fighting a rear guard action against free. BitTorrent picked up Napster’s baton and ran with it, begetting music industry’s cartoon villain The Pirate Bay. Now though free has both changed and achieved far greater scale through licensed streaming services.

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Video Market Country Profile: US
The Global Online Video Powerhouse

Tim Mulligan

April 2015

Netflix

smart tvs

connected tvs

The United States is fast approaching the point where online TV viewing becomes a mainstream consumer activity. This has been facilitated by near universal levels of internet connectivity and smartphone adoption. Leading the charge on its home turf is Netflix, experiencing double digit growth since 2010.

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Mobile App Discovery
Imperfect Tools And The Overspend Or Die Dilemma

Karol Severin

April 2015

Apple

Discovery

Google

Discovery is accentuating the app economy divide. Superstar app developers can afford TV ads and supercharged digital campaigns to distinguish their apps from the ever-growing pool of competitors, leaving smaller developers increasingly locked out. Supercell and King’s combined $1bn annual marketing spend is not only out of reach for most, it als...

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