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.

Peacock Gets Ready to Ruffle Some D2C Feathers

Tim Mulligan

22 Jan 2020

Comcast

nbc

NBCUniversal

On January 16 th , US communications behemoth Comcast (owner of NBCUniversal) held an investors day to provide much-needed clarity around its forthcoming direct-to-consumer (D2C) service Peacock. Of the...

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The Challenge for Global D2C Growth in 2020

Tim Mulligan

17 Jan 2020

d2c

Disney

HBO Max

2020 promises to be a big year for direct-to-consumer (D2C) services, with Warner Media’s HBO Max and Comcast’s Peacock set to join Apple TV+ and Disney+ in the battle to win streaming audience share...

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Netflix Bewitches the Internet

Tim Mulligan

9 Jan 2020

Andrzej Sapkowski

fanbases

fantasy

Netflix, the current subscription video on demand (SVOD) global leader, has topped Wikipedia searches for the second week of 2020 with its new fantasy scripted drama original,  The Witcher . The show...

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Enter the Dragon: Netflix Steps Closer to Borderless Content with Korea’s CJ ENM

Tim Mulligan

2 Jan 2020

CJ ENM

Korean drama

Netflix

This Monday Netflix quietly announced a new strategic partnership with potentially far-reaching ramifications for how it weathers the direct-to-consumer (D2C) storm of 2020. The December 30 th   press...

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The Future Has Finally Arrived – Streaming Supplants Pay-TV

Tim Mulligan

16 Dec 2019

d2c

direct-to-consumer

Pay TV

It was a long time in coming, but what was always on the horizon has now become a reality as subscription video on demand (SVOD) has finally supplanted pay-TV to become the main paid video consumption...

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20/20 Vision
MIDiA Research Predictions 2020

Alistair Taylor, Amanda Stears, Karol Severin, Keith Jopling, Mark Mulligan, Tim Mulligan and Zach Fuller

December 2019

Apple

Spotify

discovery

In this report MIDiA Research analysts present their predictions for what will be the big trends in digital media and tech across music, video, media, brands, marketing, games and sports in 2020 and the...

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Is Comcast’s D2C Move Primarily Digital Peacocking?

Tim Mulligan

9 Dec 2019

Comcast

d2c

Digital Peacocking

On January 16 th 2020, Comcast will be holding an investor day meeting to provide further clarity around Peacock – its forthcoming ad-supported direct to consumer (D2C) video streaming service. The focus...

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Disney+ Has Tapped the Cultural Zeitgeist with the Mandalorian

Tim Mulligan

6 Dec 2019

baby yoda

Disney

midia index

With 10 million sign ups in its first day,  there is no doubt that Disney+ has tapped strong latent demand in what is already a highly saturated US streaming video market. What differentiates market...

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Why Apple Wants The Father of Dragons On Board

Tim Mulligan

20 Nov 2019

game of thrones

HBO

Online video

The November 1 st  launch of Apple TV+ has thrust the world’s leading personal device company into the increasingly frenetic world of TV. While the TV networks have long battled for supremacy over...

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Why BritBox Is the Switzerland of the D2C Era

Tim Mulligan

11 Nov 2019

BritBox

d2c

DTC

Last Thursday marked the official UK launch of BritBox –the British broadcasting industry’s answer to the D2C services currently redefining how viewers consume TV shows. Britbox launched in 2017 and...

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Disney FY 2019 Results – The Final Sanity Check Before Everything Changes

Tim Mulligan

8 Nov 2019

d2c

Disney

HBO Max

We are now less than a week away from possibly the most important day in Disney’s 21stcentury history, as November 12this when its direct to consumer (D2C) service Disney+ goes live. While we will not...

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How the D2C Revolution Might Accelerate an Impending Recession

Tim Mulligan

30 Oct 2019

d2c

Peak Attention

peak attention economy

Recessions are notoriously difficult to accurately predict, and the next global recession is still hovering on the edge of reality. The macro-economic view is increasingly gloomy, with the ongoing Brexit...

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Recession Impact
How an Economic Downturn Could Reshape Digital Media

Alistair Taylor, Amanda Stears, Karol Severin, Keith Jopling, Mark Mulligan, Tim Mulligan and Zach Fuller

October 2019

Apple

Spotify

Amazon

Ten years on from the credit crunch, the global economy could be poised to enter another economic recession. Many of the underlying causes of the credit crunch remain in place, due to governments lacking...

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What Banijay’s Interest in Endemol Shine Tells Us About TV Show Fandom

Tim Mulligan

23 Oct 2019

Banijay

Big brother

Black Mirror

With Vivendi-backed Banijay on the verge of acquiring Endemol Shine this week, we are entering a new era of monetising fandom in the on-demand streaming era. Banijay is reportedly offering $2.2 billion...

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Streaming Video Metrics Go Mainstream

Tim Mulligan

18 Oct 2019

AVOD

d2c

MIPCOM

After a week engaging with streaming professionals on both sides of the Atlantic at MIPCOM in Cannes and the NAB New York Streaming Summit, two key themes have emerged. MIPCOM – D2C Big Bang Reflection...

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Direct to Consumer 1.1
Video’s Big Bang Moment

Tim Mulligan

October 2019

Streaming

Apple

Spotify

2019 marks the biggest shift in the US video market since Netflix’s pivot into streaming in 2007. Apple, Disney and AT&T-owned Warner Media are preparing for their direct-to-consumer (D2C) launches into...

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Why the D2C Era Is About to Begin in Earnest

Tim Mulligan

11 Oct 2019

Apple TV

d2c

direct-to-consumer

Next month Apple TV+ and Disney+ will launch, followed by Warner Media’s HBO Max in Q1 2020 and NBCUniversal’s Peacock in April – making the next six months pivotal in the evolution of direct-to-consumer...

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US Streaming Video
How Ad Supported Will Reshape the Market

Tim Mulligan

October 2019

Streaming

Apple

YouTube

In the shift to streaming, advertising has been sidelined by the growth of streaming video on demand (SVOD) in the US video market. However, Hulu’s growth, along with increasing competition for consumers’...

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Is Apple Preparing for Its First Oscar?

Tim Mulligan

3 Oct 2019

Apple TV

Netflix

Oscars

Last week’s story that Apple is getting into the movie business to bolster its premium video positioning – if officially confirmed – would follow on the well-trodden path established by the current...

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Welcome to the Post-Peak Emmys

Tim Mulligan

27 Sep 2019

Digital audiences

Emmys

Fox

Sunday night saw the 71 st Emmy Awards broadcast live on Fox. Traditionally the Emmys have been the cornerstone of TV production credibility alongside the BAFTAs. However, the Oscars of the TV industry...

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