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Business Strategy

Quick take: Roblox is another victim of the attention recession

Cover image for Quick take: Roblox is another victim of the attention recession

Karol Severin

17 Feb 2022

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 in key markets such as the US), extended loss, and underperforming analyst expectations, Roblox encouraged investors to take a long-term view.

min read

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

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

Hanna Kahlert

17 Feb 2022

This Wednesday, Nick Clegg – former MP and deputy Prime Minister of the UK – was promoted to President of Global Affairs at Meta, reporting directly to Mark Zuckerberg himself. According to Zuckerberg, “Nick will now lead our company on all our policy matters, including how we interact with governments as they consider adopting new policies and regulations, as well as how we make the case publicly for our products and our work.

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Music artists are startups, and Silicon Valley is knocking

Cover image for Music artists are startups, and Silicon Valley is knocking

Tatiana Cirisano

15 Feb 2022

music investment

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

Discovery

video streaming services

Business Strategy

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 no longer synonymous with US-centric output. Niche has now found its global appeal and lean-out TV show content is building iconic in real life (IRL) brands beyond traditional linguistic and cultural constraints.

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

Cover image for 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, whose catalogues have fetched hundreds of millions of dollars each.

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Microsoft sets the scene for regulator scrutiny around Activision deal

Cover image for Microsoft sets the scene for regulator scrutiny around Activision deal

Karol Severin

10 Feb 2022

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 going forward.

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

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

Tim Mulligan

8 Feb 2022

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 operating companies that are delivering commercial video streaming subscription services in the Scandinavian country.

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

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

Karol Severin

3 Feb 2022

peak attention economy

For the first time in its 18-year existence, Meta reported a drop in daily active users from 1.930 billion to 1.929 billion. This is the ‘attention recession’ we at MIDiA have been warning about since Covid broke out.

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

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

Tim Mulligan

1 Feb 2022

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 from ABC7 New York to ABC7 Los Angeles and will feature local news, as well as exclusive local ABC content.

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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 live streaming industry is encountering a new set of challenges – as well as potential opportunities.

The games video opportunity for games companies

Cover image for The games video opportunity for games companies

Karol Severin

27 Jan 2022

games streamers

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 gamers view games-related videos every month.

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

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

Tim Mulligan

25 Jan 2022

Netflix Q4 21 earnings

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 (an 18.

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Why Instagram is climbing aboard the subscription bandwagon

Cover image for Why Instagram is climbing aboard the subscription bandwagon

Ashleigh Millar

21 Jan 2022

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 a select number of US-based creators.

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Acquiring Activision is Microsoft’s big bang in games

Cover image for Acquiring Activision is Microsoft’s big bang in games

Karol Severin

19 Jan 2022

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, thanks to Microsoft acquiring Activision for an eye-watering $68.

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Music subscriber market shares Q2 2021

Cover image for Music subscriber market shares Q2 2021

Mark Mulligan

18 Jan 2022

subscriber market shares

streaming 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 to grow strongly with 523.

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Hybrid futures
MIDiA 2022 predictions

Cover image for Hybrid futures

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

January 2022

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

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

Karol Severin

12 Jan 2022

take two interactive

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 for the founder and early backers in the end , while those who bought into the company on the day of its IPO will still be coming out short, as the final price point is still less than at the IPO ten years ago.

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Reaggregation versus siloing in 2022

Cover image for Reaggregation versus siloing in 2022

Tim Mulligan

11 Jan 2022

Service balkanisation

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 replicating traditional broadcast and linear TV offerings will be key.

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

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

Mark Mulligan

7 Jan 2022

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, and major label revenues grew at unprecedented rates.

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Ubisoft+ is coming to Xbox as shifts in distribution continue

Cover image for Ubisoft+ is coming to Xbox as shifts in distribution continue

Karol Severin

6 Jan 2022

games distribution

Ubisoft has announced that its subscription service Ubisoft+, currently available on PC, will come to Xbox in the future. It will also make its upcoming title Rainbox Six Exploration available on Xbox Game Pass and PC Game Pass from day one.

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