Tim is MIDiA's research director and senior video analyst. His research focus is streaming TV, and the intersection between established and emerging monetisation and engagement models for consuming TV and film. Underpinning this is a focus upon the business strategy and financial environment around which video services compete. Supporting this supply side coverage is a detailed overview of the consumer dynamics driving engagement from fandom to subscription challenges and video ad responsiveness.

Q2 2020 TV Show Demand
Europe

Tim Mulligan

June 2020

Video

This slide deck highlights consumer demand indicators for TV shows, with details for titles and genres for Wikipedia page views across 16 European countries for June 11, 2020. Wikipedia page views are...

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Q2 2020 TV Show Demand
Middle East and North Africa (MENA)

Tim Mulligan

June 2020

TV show

midia index

wikipedia

This slide deck highlights consumer demand indicators for TV shows, with details for titles and genres for Wikipedia page views across five MENA countries for June 11, 2020. Wikipedia page views are strong...

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Recovery Economics
Bounce Forward not Back - Slides

Mark Mulligan, Tim Mulligan, Karol Severin and Keith Jopling

June 2020

Free Report

Video

Music

Games

MIDiA analysts present in this webinar how the entertainment industries can plan not to simply bounce back, but to rebuild their value propositions and supply chains to adjust to the realities of the new...

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The BBC Steps Into A Brave New World With The Appointment of Tim Davie

Tim Mulligan

9 Jun 2020

d2c

d2c

Tim Davie

The appointment of Tim Davie, the current chief executive of BBC Studios – the commercial licensing and production arm of the BBC – as the next director general of the BBC is a signal that fundamental...

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HBO Max’s Existing IP Is Emerging as Its Key Asset

Tim Mulligan

5 Jun 2020

HBO Max

Video

One week into the HBO Max launch and its competitive edge is starting to show in an area which streaming services are not best known – their existing intellectual property. The new season 4 of adult...

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US Video Consumer Deep Dive
Q1 2020

Tim Mulligan

May 2020

Apple

Amazon

Apple TV

This report presents key trends and analysis from MIDiA’s quarterly Video Brand Tracker survey, including devices for viewing, video streaming activities, SVOD, demographics, video streaming app users,...

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California Plans To Reopen Studios, But Return to Normality Will Take Much Longer

Tim Mulligan

26 May 2020

Video

Last week Gary Newsom, the governor of California announced the imminent rolling out of measures this week for the resumption of production of Hollywood movies and TV Shows. Los Angeles County, where the...

min read

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Recovery Economics
Post-Lockdown Innovation

Mark Mulligan, Tim Mulligan, Karol Severin, Alistair Taylor and Keith Jopling

May 2020

COVID-19 social distancing measures caused unprecedented dislocation to the entertainment economy. With a recession now a question of ‘how bad’ rather than ‘if’, entertainment companies have to...

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TikTok Steals a March On Disney

Tim Mulligan

19 May 2020

Disney

Kevin Mayer

TikTok

Kevin Mayer who has been instrumental in leading the Disney direct-to-consumer (D2C) strategy has left Walt Disney Co. to become CEO and COO of TikTok, the disruptive social media app owned by Chinese...

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Video Steps into the First On-Demand Recession

Tim Mulligan

13 May 2020

on demand

SVOD

Video

A much-cited phrase used to quantify the recent run of cable and satellite TV subscriptions cancellations in the US has been “horrific”. In Q1 the leading publicly-reporting traditional pay-TV providers...

min read

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Disney’s Results for Calendar Q1 Underlines The Importance Of its D2C Pivot

Tim Mulligan

7 May 2020

d2c

Disney

ESPN+

There was no dressing it up. Disney had a bad start to the year from a financial perspective. In its Q2 2020 (calendar Q1 2020) report the company announced an 85% decline in income from its continuing...

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Does Virgin Media Plus O2 Equal A New UK Communications Major?

Tim Mulligan

6 May 2020

Banijay

Comcast

EPL

Liberty Global which is the parent company of Virgin Media, is in talks with Telefonica subsidiary O2 about combining the two businesses together to create a new UK challenger to BT. Virgin Media is the...

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How COVID-19 Catalysed Competitiveness Among The Video Majors

Tim Mulligan

5 May 2020

Covid-19

While the previous two months of pandemic disruption has had a dramatic impact upon video streaming, the overall direction of travel for video has remained constant, with video streaming remaining the...

min read

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D2C 2020
Media, Tech and Communications Majors Go Head to Head

Tim Mulligan

April 2020

US

UK

Italy

The current division between the new video D2C entrants of 2019/2020 has revealed a strategic split between those that are leveraging established distribution advantages versus those focused on monetising...

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YouTube Ad Revenue Continues To Grow But For How Much Longer?

Tim Mulligan

30 Apr 2020

Alphabet

digital ads

FAANG

On Tuesday (28th April), Alphabet, the holding company for Google released its Q1 2020 results. The performance of Google is hugely important across both the digital economy and the financial sector. Google...

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Historical and Crime Dramas Are Dominating Lockdown Viewing

Tim Mulligan

29 Apr 2020

crime drama

Defending Jacob

historical drama

As a quarter of the world goes into a second month of lockdown some interesting trends are starting to emerge. First of all was the spike in TV and video consumption with linear viewing challenging the...

min read

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COVID-19
Impact on Entertainment Demand and Behaviours

Mark Mulligan, Tim Mulligan, Karol Severin, Alistair Taylor, Keith Jopling and Hanna Kahlert

April 2020

Free Report

Spotify

Amazon

Netflix

COVID-19 is having a clear and direct impact on the entertainment and media industries, driven by investor uncertainty – resulting in plummeting share prices – and restrictions on movement of people...

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HBO Max Now Has Its Launch Date-Will This Turn Out To Be Good Or Bad Timing?

Tim Mulligan

24 Apr 2020

Covid-19

Covid-19

d2c

On Tuesday, AT&T subsidiary Warner Media announced the launch date for its forthcoming D2C streaming video service HBO Max. On May 27 th HBO Max will launch into a world radically different from the one...

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Netflix Q1 2020- Streaming’s First Financial Lockdown Update

Tim Mulligan

22 Apr 2020

d2c

Disney

Netflix

As the world continues to adjust to the new normal of lockdown, work and entertainment now revolves around the home. Over the past month a combination of consumer survey data, ratings announcements and...

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Consumption and Production Impacts on TV and Video Streaming under Lockdown

Tim Mulligan

21 Apr 2020

Covid-19

COVID-19 programming

Disney

Unsurprisingly the UK government opted to extend lockdown for a further three weeks last week, and today will mark the first full month of lockdown for UK consumers. In the US 95% of the population is...

min read

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