MIDiA Reports

Q4 2020 US D2C deep dive
An attention recession looms

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Tim Mulligan

February 2021

Video

The US market is starting to see initial signs of fatigue as the D2C disruptors begin to reduce monthly user engagement among the three dominant incumbent subscription video on demand services. Netflix,...

Spotify Q4 2020 earnings
ARPU pays the price for growth

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Mark Mulligan

February 2021

Subscriptions

Streaming

Streaming Music

In 2020 Spotify accelerated the growth of its total user base, with emerging markets playing a key role. However, revenue increases became decoupled from user growth across all categories, resulting in...

Music marketing
Catalogue and song management

Keith Jopling

February 2021

Artists

independent artists

music marketing

The catalogue race is on Music catalogues are changing hands for serious sums of money. The race to acquire the songwriters’ share is on, and it is speeding up. However, while that race is a sprint,...

2020 in review
Lockdown legacy impacts on entertainment

Hanna Kahlert

February 2021

Streaming

Netflix

Digital connections have filled the void left by real-world activities, globalising culture and experience. Yet this comes at the cost of deepening divides in trust and perspective. Changing economic circumstances...

OTT Distribution and Partnerships
StreamTV Growth Summit 2021

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Tim Mulligan

February 2021

Free Report

Streaming

Fandom

Audience Insight

OTT Distribution and Partnerships A MIDiA Research Presentation for StreamTV Growth Summit 2021

Media consumption
Lockdown’s attention boom

Mark Mulligan

February 2021

Consumer behaviour

Spotify

2020 was a year like no other. With large swathes of the population confined to their homes for portions of the year, audiences had more time on their hands and more money in their pockets. These conditions...

Sports audiences
The Gen Z opportunity

Alistair Taylor

February 2021

Apple

Spotify

Digital natives are more likely to consume non-live sports than older, traditional sports fans, which presents rights holders and broadcasters with untapped potential for monetisation by harnessing and...

Music and Games Partnership Strategy
Beyond the Comfort Zone

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Karol Severin

January 2021

Apple

Spotify

Music companies are flocking to explore partnerships with games companies. Seeking a foothold in a fast-growing market, music companies are often looking for easy wins that fit traditional licensing models...

The Great Reaggregation
Lockdown, Demand and Consolidation

Tim Mulligan

January 2021

Video

Amazon

COVID-19 removed the constraints imposed by peak attention, leading to a surge in home-based entertainment consumption and streaming adoption. Fortuitous timing, enforced home working and the end of the...

Music Product Strategy Re-boot
Time to Monetise Fandom, Not Access

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Mark Mulligan

January 2021

Innovation

Spotify

As streaming reaches maturity in many of the largest music markets and middle-tier artists struggle to make ends meet with the live music hiatus, the time has come for a music product strategy re-boot...

The Roaring Sporting 20s
India Leads the Way in Innovation and Engagement

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Tim Mulligan, Alistair Taylor and Srishti Das

January 2021

Video

Disney

Touted as the home of the next billion online consumers, India’s rapid adoption of digital media services has been driven by the explosion in smartphone adoption over the last few years. While per capita...

Virtual Concerts
A New Video Format

Mark Mulligan

December 2020

Video

YouTube

Amazon

The global pandemic thrust the live music sector into chaos, with global revenues falling by 75% in 2020 compared to one year previously. The music industry was rocked by first-order impacts (no concerts,...

Broken Windows
How Streaming Is Redefining the Movie Proposition

Tim Mulligan

December 2020

Video

Amazon

Netflix

COVID-19 significantly reduced theatrical movie releases and has necessitated a shift to streaming premiers for studios, especially those with recently launched direct-to-consumer services. While Disney...

Sports Rights
The Great Reset

Alistair Taylor

December 2020

Spotify

Video

COVID-19 exposed live entertainment as a vulnerable asset class during a global health crisis, rendering services overly reliant on live sports broadcasts as primary churn candidates. A major overhaul...

Cultural Trends in 2021
Navigating a New Normal

Hanna Kahlert

December 2020

Apple

Spotify

Behaviours under coronavirus-driven lockdowns accelerated underlying digital consumption trends. Remote working and ongoing restrictions mean streaming behaviour is up across formats and demographics at...

Spotify Q3 2020 Earnings
The Shift to Free

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Mark Mulligan

November 2020

Subscriptions

Streaming

Streaming Music

With three quarters of 2020 gone, Spotify has prospered during the most challenging of times, with consistent growth across most metrics. Q3 2020 saw a slight deviation from the script though, with ad-supported...

Q3 2020 US AVOD Consumer Deep Dive
The Roku Channel, Pluto TV, Tubi TV and IMDb TV

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Tim Mulligan

November 2020

Video

Amazon

Ad-supported video on demand (AVOD) continues to lag behind subscription video on demand (SVOD) in a US market still heavily focused on paid subscriptions. AVOD weekly active engagement grew steadily in...

Next-Generation Consoles
PS5 Starts in Pole Position

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Karol Severin

November 2020

YouTube

Amazon

xbox

The winter holiday season has always been important for next-generation console launches, but this one is different. Negative effects of the current recession will intensify, engagement will be less predictable...

2021 Predictions
The Year of the Immersive Web

Mark Mulligan, Tim Mulligan, Karol Severin, Alistair Taylor and Hanna Kahlert

November 2020

Spotify

Discovery

In this report MIDiA Research analysts present their predictions for what will be the big trends in digital media and tech across music, video, brands, marketing, games and sports in 2021 and beyond. Key...

Creator Tools
The Music Industry’s New Top of Funnel

Mark Mulligan

November 2020

Creators

Apple

Music production has traditionally been, at best, an adjacent industry to the recording business, and at worst simply a cost centre. That is now all changing. COVID-19’s disruption catalysed the already-rapid...