Audience Insight

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 …

Sports SVOD Services Deep Dive

Cover image for Sports SVOD Services Deep Dive
Alistair Taylor
Sports-centric subscription video on demand (SVOD) services have entered international markets, looking to capture digital-native audiences from pay-TV and other established SVOD services. Eleven Sports’ demise in the UK provides the best case study for how streaming services can struggle when entering a market with insufficient rights offerings.
Read more …

Profiling the Live Music Consumer
How Streaming Behaviours are Changing the Face of the Live Music Business

Cover image for Profiling the Live Music Consumer
Zach Fuller
Live music revenues grew dramatically throughout the piracy years of the 2000s and early 2010s, with festivals in particular gaining popularity while the recorded music industry grappled with the existential threat of peer-to-peer (P2P) downloads. However, the recorded music industry is in a very different place now than it was then.
Read more …