Tim Mulligan | MIDiA Research

Why Netflix has decided to play the ratings game

Tim Mulligan

23 Nov 2021

As part of its third quarter financials release, Netflix revealed that it will switch to reporting on hours viewed for its shows and movies, rather than the number of households or accounts that choose to watch them.

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Peacock arrives to disrupt the European streaming market

Tim Mulligan

16 Nov 2021

Peacock Comcast Sky

Today, November 16th, Peacock finally arrives in Europe with its soft launch in the UK and Ireland via Comcast’s European subsidiary, Sky. At no additional cost, Peacock will be made available to Sky TV and NOW Entertainment members in the UK and Ireland.

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ViacomCBS points the way to D2C sustainability

Tim Mulligan

10 Nov 2021

ViacomCBS d2c Video

The streaming video revolution over the previous two years is busy transforming from growth at any cost, towards establishing a viable path to exist beyond the current surge of investment. The ultimate business objective is for streaming to be seen as viable post-broadcast business model for the tra...

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Why Netflix is making its play to become a (meta) entertainment service

Tim Mulligan

3 Nov 2021

Online video Video Business Strategy

A deliberate strategic change in the core business utility of any company is difficult. For a business such as Netflix, which is synonymous with streaming video subscriptions, diversifying into games is poised to be as transformative as last week’s Facebook Inc’s Meta rebranding exercise.

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Video Consumer Snapshot Q2 2021
US, Canada, Australia, UK, Germany, France, Sweden, South Korea, Brazil

Tim Mulligan

28 Oct 2021

Streaming Video Streaming video

This slide deck presents consumer demand for video subscription services and streaming consumption, with detail for streaming services and video consumption preferences. The data in this deck is pulled from MIDiA’s Q2 2021 Consumer Survey that was fielded in US, UK, Australia, Canada, Germany, France, Sweden, South Korea and Brazil.

Why HBO Max needs to invest in the new global hit model

Tim Mulligan

26 Oct 2021

SVOD HBO Max d2c

Last week, the AT&T Q3 earnings announcement revealed that HBO Max has now reached 69.4 million subscribers (up 12.5 million from last year, and up 1.9 million from the previous quarter). Today, HBO Max went live in the Nordics and Spain, beginning its 27-territory rollout in Europe.

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Is Wall Street starting to curb its D2C enthusiasm?

Tim Mulligan

20 Oct 2021

Online video Video Business Strategy

On Monday, media major Disney received a Wall Street downgrade from a Barclays investment analyst who cited the growing challenge of creating new Disney+ originals with the same “ franchise value or visibility ” of the existing Disney IP (intellectual property) on the streaming service.

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Squid Game versus Bond: how streaming is redefining mainstream success

Tim Mulligan

12 Oct 2021

No Time to Die Squid Game content format

As video entertainment returns to pre-lockdown consumer choices between home-based, predominately digital, content offerings, and the ‘in real life’ (IRL) appeal of the cinema, the quality of the content is returning to the fore.

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HBO Max bets on prestige programming and fandom to drive its European rollout

Tim Mulligan

5 Oct 2021

HBO Max HBO Max European Launch House of the Dragon

This morning Warner Media delivered a slick presentation announcing the October 26th launch of its D2C service, HBO Max, in the Nordics, as well as Spain and Andorra. This will be followed by a 2022 rollout to Eastern Europe and Turkey, thus taking HBO Max availability to 60 territories, with a targ...

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Smart home
Smart devices are winning the battle for the future of TV

Tim Mulligan

30 Sep 2021

smart tvs VOD net neutrality

The unbundling of TV consumption is catalysing the smart home, with media streamers and smart TVs driving adoption and engagement. The smart home entertainment ecosystem will expand due to smart devices (smart TVs and smart speakers), as they are building on traditional consumption habits and engagement of key segments to act as smart home ecosyste...

What YouTube TV’s stand-off with NBCU reveals about phase 2 of D2C disruption

Tim Mulligan

29 Sep 2021

SVOD d2c YouTube TV

YouTube TV’s stand-off with NBCU is approaching decision-making time, as tomorrow, September 30th, is the cut-off point for the streaming platform to meet the distribution terms of NBCU. If no agreement is reached, then YouTube TV subscribers will lose access to a wide range of NBCU channels, from...

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Why digital fandom has outgrown the Emmys

Tim Mulligan

22 Sep 2021

Emmys Digital Survivalism Media Fusion

With the progressive move back into in real life (IRL) following mass global Covid vaccinations, hyped-up in-person award ceremonies have returned to business as usual in 2021. This Sunday the Emmys was aired on CBS, the broadcast arm of media major ViacomCBS – which is in itself busy playing catc...

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Why sport star fandom is disrupting the traditionally broadcast-focused world of sports

Tim Mulligan

14 Sep 2021

Ronaldo Sports Superstars Manchester United

Saturday September 11thwas a big day for English footballing giant, Manchester United. The team that dominated the top flight of the most competitive football league in the world for two decades, up to its last domestic title triumph in 2013, was keen for Saturday to herald the return of their trium...

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Could HBO Max disrupt Europe?

Tim Mulligan

10 Sep 2021

SVOD d2c HBO Max

On October 26th, HBO Max will establish its European beachhead, which is launching inSweden, Denmark, Norway, Finland, Spain and Andorra. The D2C video service will then roll out in 2022 into Bosnia and Herzegovina, Bulgaria, Croatia, Czech Republic, Hungary, Moldova, Montenegro, North Macedonia, Po...

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Why Real Madrid TV believes that premium sport will thrive in an AVOD environment

Tim Mulligan

1 Sep 2021

AVOD Real Madrid TV roku

Last week, Roku and Tubi TV announced that Real Madrid TV is being added to their AVOD services. Both the Roku Channel and Tubi TV are at the forefront of the AVOD disruption that is sweeping through the video industry.

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Sci-fi video fan consumer snapshot, Q2 2021
US, Canada, Australia, UK, Germany, France, Sweden, South Korea, Brazil

Tim Mulligan

27 Aug 2021

Video YouTube Amazon

This slide deck presents sci-fi video fan consumer demand covering video services, live TV viewing, binge viewing, device viewing, YouTube consumption, and leading video services by WAU penetration. The accompanying dataset includes the demographic breakdown for each segment by age (16-19, 20-24, 25-34, 35-44, 45-54, 55+), by distribution (absolute...

The D2C challenge of engaging the silver streamers

Tim Mulligan

26 Aug 2021

SVOD Video Audience Insight

The biggest demographic shift in streaming over the previous 18 months has been the rise of the sliver streamer (the 55+ age group who have been pulled into streaming video consumption, following the great lockdown of 2020/21).

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Sports fan consumer snapshot, Q2 2021
US, Canada, Australia, UK, Germany, France, Sweden, South Korea, Brazil

Tim Mulligan

24 Aug 2021

Streaming Video Fandom

This slide deck presents sports fan consumer demand, covering video services, live TV sports viewing, sports highlight viewing, free live digital sports viewing, device viewing, sports betting, fantasy sports penetration, TV genre preferences, and sports type preferences.

Does Netflix now need to Disney-fy itself?

Tim Mulligan

18 Aug 2021

Netflix Q2 2021 Netflix disruption

Q2 2021 has brought global streaming hegemon Netflix up against the irresistible D2C force that is Disney+. Netflix’s 1.5 million net subscriber additions in Q2 contrasted heavily with the 12 million net additions added by Disney+ over the same period.

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Unlocking mainstream AVOD
The silver streamer catalyst

Tim Mulligan

31 Jul 2021

Subscriptions Streaming Amazon

Ad-supported video on demand (AVOD) has been championed as the free-to-access equivalent of subscription video on demand (SVOD). However, for AVOD to become the digital successor to free-to-view TV it needs to break out of its current niche user base.