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 Q2 2019 Earnings
Mature Markets Still the Engine Room of Growth

Cover image for Spotify Q2 2019 Earnings
Mark Mulligan
Q2 2019 was another solid quarter for Spotify, adding the same number of subscribers it typically does in promotional quarters. Core metrics such as churn and average revenue per user (ARPU) all moved in the right direction, but Spotify remains out of contract with two major label partners and needs emerging markets’ subscriber growth to start pi...
Read more …

Netflix After Q2 2019
Post-Peak or Strategic Reset?

Cover image for Netflix After Q2 2019
Karol Severin, Tim Mulligan and Amanda Stears
With a market capitalisation 122 times its current annual net income, Netflix suddenly finds itself scrambling to justify its price-to-earnings ratio. The July 17th earnings call knocked 11% off the market capitalisation of the poster-child of the streaming era in a matter of two days – equivalent to the entire market capitalisation of Snap Inc, ...
Read more …

State of the Podcast Nation

Cover image for State of the Podcast Nation
Mark Mulligan
Podcasts are an overnight success many years in the making. Podcasts were first added to Apple’s iTunes ecosystem in 2005, only to then spend a long time in the shadows. Now, however, they occupy the centre stage with radio companies, podcast vendors, streaming services and traditional media companies alike all trying to carve out roles.
Read more …

Themes

Verticals