Product Strategy | MIDiA Research

Music creators
Slicing the funnel

Mark Mulligan, Kriss Thakrar and Tatiana Cirisano

February 2022

Streaming enabled the rise of the independent artist and then the rise of the music creator. The promise of the long tail finally appeared to be realised. But the pandemic’s disruption of live music...

Quick take: Roblox is another victim of the attention recession

Karol Severin

17 Feb 2022

Roblox

earnings

attention recession

Earlier this week, Roblox announced its fiscal year (FY) 2021 results. The market response was stark, wiping 20+% fromRoblox’s market cap. While the media is citing Roblox’s slowing growth (particularly...

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Why the rise of a (former) political leader in the ranks of Meta spells regulatory compromise ahead

Hanna Kahlert

17 Feb 2022

Facebook

metaverse

Music artists are startups, and Silicon Valley is knocking

Tatiana Cirisano

15 Feb 2022

music industry

music investment

music rights

Music artists are startups, and Silicon Valley is knocking With big-name catalogue sales at one end, and alternative music funding at the other, the music and finance businesses are increasingly intertwined....

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TV internationalisation 2.0
Video is disrupting commissioning and turbo-charging international hits

Cover image for TV internationalisation 2.0

Tim Mulligan

February 2022

Video

Discovery

video streaming services

Streaming has empowered niche appeal shows to find global audiences on a scale comparable with analogue-era prime time domestic audiences. Niche is the new mainstream. For the first time a global hit is...

What the boom in young artist catalogue sales says about the music market

Tatiana Cirisano

11 Feb 2022

music catalogue

music catalogue M+A

Streaming Music

The catalogue-sales boom is one of the most talked about music trends of the past two years. Most of the conversation has, understandably, revolved around aging icons, like Bob Dylan and Bruce Springsteen,...

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Microsoft sets the scene for regulator scrutiny around Activision deal

Karol Severin

10 Feb 2022

acquisitions

Microsoft

Activision

Brad Smith, president and vice chair at Microsoft, published a post on Microsoft’s website yesterday , outlining the company’s new Open App Store principles and addressing key questions around exclusivity...

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Why the market has already solved the Danish “Netflix tax” local content focus

Tim Mulligan

8 Feb 2022

localisation

local content

Danish law

A planned piece of legislation being introduced by Denmark is poised to have a wide-ranging impact on the future of localised streaming content. The so-called “Netflix tax” will be levied upon the...

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The ‘attention recession’ just showed its teeth to Facebook – and took a $200bn bite

Karol Severin

3 Feb 2022

Facebook

ABC’s local news commitment adds to the building momentum of news streaming

Tim Mulligan

1 Feb 2022

Online video

News

ABC News

ABC, a US broadcast subsidiary of Disney, is launching new live local news streaming channels from its existing broadcast station in a number of major local markets within the US. The new channels range...

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State of the live streaming nation
Reframing the format post-lockdown

Cover image for State of the live streaming nation

Tatiana Cirisano

January 2022

Consumer behaviour

live music

Gaming

The loss of touring income during the global pandemic spurred fast growth in a previously niche concert live streaming ecosystem. However, as the world begins to re-open and physical touring resumes, the...

The games video opportunity for games companies

Karol Severin

27 Jan 2022

games video

games streamers

Video creators

Traditionally, games companies predominantly used games video for marketing purposes. This made perfect sense in the era of unit sales and early-adoption stages of games-related video. Today, 30% of console...

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Why it is becoming more difficult to acquire video subscribers for Netflix in 2022

Tim Mulligan

25 Jan 2022

Online video

Netflix Q4 21 earnings

Netflix

Last Thursday’s Q4 earnings result for Netflix was badly received. This was despite the strong financial results, which announced that the year-on-year revenues were up by 19.2%, reaching $29.5 billion...

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Why Instagram is climbing aboard the subscription bandwagon

Ashleigh Millar

21 Jan 2022

Instagram

Subscriptions

Patreon

Meta has announced that, following the success that came from its ‘fan subscriptions’ (now called ‘Subscriptions’) trial in June 2020, it will be testing the subscription model on Instagram via...

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Acquiring Activision is Microsoft’s big bang in games

Karol Severin

19 Jan 2022

acquisitions

m&a

Microsoft

Only last week we wrote about Take-Two acquiring Zynga for $12.7 billion in what was the largest games acquisition in history. But that was last week. This week, that record is beaten more than five-fold,...

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Music subscriber market shares Q2 2021

Mark Mulligan

18 Jan 2022

subscriber market shares

streaming market shares

market shares

MIDiA’s annual music subscriber market shares report is now available here (see below for more details of the report). Here are some of the key findings. The global base of music subscribers continues...

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Hybrid futures
MIDiA 2022 predictions

Mark Mulligan, Tim Mulligan, Karol Severin, Hanna Kahlert, Srishti Das, Kriss Thakrar and Tatiana Cirisano

January 2022

Free Report

Social media

Business Strategy

MIDiA Research Predictions

MIDiA analysts dive into our 2022 predictions, and why we believe it will be ' the year of the creator '. Watch the webinar here ....

Time for diversification for Take-Two as it bids to acquire Zynga

Karol Severin

12 Jan 2022

take two interactive

Zynga

acquisition

Take-Two Interactive announced an acquisition deal to buy Zynga (pending a 45-day shopping window for Zynga) for $12.7billion. The deal Who got a great deal? It depends on who you ask. It worked out well...

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Reaggregation versus siloing in 2022

Tim Mulligan

11 Jan 2022

Service balkanisation

reaggregation

Siloing

Video in 2022 is going to be shaped by several key trends. On the service side, consolidating the content appeal of subscription video on demand (SVOD) and advertising video on demand (AVOD) through effectively...

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Major label revenue surged in 2021, but what does that mean?

Mark Mulligan

7 Jan 2022

Major labels

Streaming

music revenues

Major label revenue surged in 2021, but what does that mean? 2021 was an anomalous year for the recorded music market. Two of the majors did an IPO, the pandemic continued to disrupt the marketplace,...

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