Tim Mulligan

Netflix Q2 2020 earnings: Lockdown revenue windfall but performance expected to fall

Blog post by Tim Mulligan

17 Jul 2020

H1 2020 has been particularly good for Netflix. Q1 2020 saw record subscriber growth of 27.8 million net additions and its original content has dominated viewer interest over the previous six months. The…

D2C Big Bang Impact, H1 2020
English-speaking Markets

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Report by Tim Mulligan

14 Jul 2020

The 20,000 Foot View: With HBO Max and Peacock just coming into market, the key challengers for Netflix and Amazon Prime Video’s current SVOD dominance are Disney+ and Apple TV+, which both launched…

Recovery Economics
Post-Lockdown TV

Report by Tim Mulligan

8 Jul 2020

The 20,000 Foot View: As society emerges from the COVID-19 imposed lockdown, the ongoing impact on TV production will be significant; returning to normal means adapting to the constraints of social distancing.…

Welcome to the world of digital autarky

Blog post by Tim Mulligan

8 Jul 2020

2020 has thus far proved to be a year of unexpected disruption across business and the geo-political landscape as the international order adapts to the global pandemics and rising nationalism. The post…

Netflix $17 billion budget staves off Disney and HBO Max competition

Blog post by Tim Mulligan

30 Jun 2020

As Netflix increases its annual content budget from the $13.9 billion in 2019 to an estimated $17 billion in 2020, the global video streaming leader is responding to the competitive threat posed by its…

Device sales key to Apple TV+ ROI

Blog post by Tim Mulligan

25 Jun 2020

During its WWDC 2020 event on Monday, Apple reminded the world that Apple TV+ reaches one billion screens. This is an official restatement of Apple Originals contributor Oprah Winfrey at last year’s …

Recovery Economics
Outlook for Music, Games, Video & Sports

Report by Mark Mulligan, Tim Mulligan, Karol Severin and Alistair Taylor

19 Jun 2020

MIDiA analysts present in this webinar report 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…

Is streaming making it harder and more expensive for consumers to access video content?

Blog post by Tim Mulligan

19 Jun 2020

Back in 2007, Netflix made its famous pivot from being a subscription postal DVD rental provider to becoming an on-demand video streaming provider. Fast forward 13 years and the entire TV industry has…

Q2 2020 TV Show Demand
Asia-Pacific

Report by Tim Mulligan

18 Jun 2020

This slide deck highlights consumer demand indicators for TV shows, with details for titles and genres for Wikipedia page views across 15 Asia-Pacific countries for June 11, 2020. Wikipedia page views…

Q2 2020 TV Show Demand
Latin America

Report by Tim Mulligan

18 Jun 2020

This slide deck highlights consumer demand indicators for TV shows, with details for titles and genres for Wikipedia page views across seven Latin America countries for June 11, 2020. Wikipedia page…

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

Report by Tim Mulligan

16 Jun 2020

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…

Q2 2020 TV Show Demand
Europe

Report by Tim Mulligan

16 Jun 2020

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…

Recovery Economics |Bounce Forward not Back
Webinar slides

Cover image for Recovery Economics |Bounce Forward not Back

Report by Mark Mulligan, Tim Mulligan, Karol Severin and Keith Jopling

11 Jun 2020

Free Report

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…

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

Blog post by Tim Mulligan

9 Jun 2020

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…

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

Blog post by Tim Mulligan

5 Jun 2020

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…

US Video Consumer Deep Dive
Q1 2020

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Report by Tim Mulligan

26 May 2020

The 20,000 Foot View: This report presents key trends and analysis from MIDiA’s quarterly Video Brand Tracker survey, including devices for viewing, video streaming activities, SVOD, demographics,…

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

Blog post by Tim Mulligan

26 May 2020

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…

Recovery Economics
Post-Lockdown Innovation

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

20 May 2020

The 20,000 Foot View: 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…

TikTok Steals a March On Disney

Blog post by Tim Mulligan

19 May 2020

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…

Video Steps into the First On-Demand Recession

Blog post by Tim Mulligan

13 May 2020

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…