Tim Mulligan

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.

Why managing Disney’s streaming transition requires leadership in depth

Tim Mulligan

1 Aug 2023

Walt Disney Kevin Mayer Tom Staggs

2023 was supposed to be about the 100thanniversary of the Walt Disney Company and the celebration of a media major driving streaming and intellectual property (IP) innovation. Instead, it has become a year of firefighting and expectation management led by the returning CEO Bob Iger.

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Why Alcaraz’s win bodes well for sport as a future cornerstone of streaming TV

Tim Mulligan

25 Jul 2023

tennis Wimbledon Carlos Alcaraz

Less than three years after Netflix’s founder Reed Hastings offered to sell the tech start-up to Blockbuster for $50 million, this year’s Wimbledon men’s single winner Carlos Alcaraz was born near Murcia, Spain.

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Spatial computing meets capability reality as Apple drives its format innovation rollout

Tim Mulligan

6 Jul 2023

spatial computing Luxshare Apple

Reports are emerging that Apple is being forced to make major production forecast cuts to its Vision Pro spatial computing headset as a result of design complexities (due to lack of OEM partner capacity to meet Apple’s exacting tech requirements).

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Streaming TV meets local
How local content commissioning regulation will reshape streaming output

Tim Mulligan

5 Jul 2023

Netflix Amazon Prime house of cards

US headquartered global video players have grown their business models outside of national regulatory frameworks. The streaming video on demand (SVOD) model is now being disrupted as national governments respond to domestic concerns over the erosion of local TV and film industries and the supplanting of local cultural output.

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Streaming TV meets local
Amazon’s UK creative industries investments

Tim Mulligan

5 Jul 2023

Business Strategy

In a press release on June 21st, 2023, Amazon announced its impact on the creative landscape of the UK, a territory both similar and uniquely different from its US domestic market. The headline number was the £4.2 billion pounds ($5.1 billion) invested by Amazon into the UK creative industries since 2010, with the pace of investment doubling since...

Understanding the power of retention in the subscription economy

Tim Mulligan

30 Jun 2023

retention Streaming plans Recurly

MIDiA Research highlighted the shift towards retention in The Streaming retention revolution ,which was published 12 months ago and is more relevant than ever as inflation becomes embedded and the risks of recession continue to rise.

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Why Amazon is deploying the Medici factor in its crucial UK market

Tim Mulligan

22 Jun 2023

Amazon UK culture Video

Today Amazon announcedits impact upon the creative landscape of the UK, a territory both similar and uniquely different from its US domestic market. The headline number estimated by Capital Economics is £4.

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What the Charlotte Hornets sale says about sports fandom in 2023

Tim Mulligan

20 Jun 2023

Charlotte Hornets Michael Jordan basketball

Basketball icon Michael Jordan isselling his majority ownershipin the Charlotte Hornets in a deal estimated to be valued at $3 billon (via ESPN ). This figure is more than ten times the $275 million Jordan initially paid for his majority stake in the NBA franchise back in 2010.

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Netflix Bites into Reality (for a limited time only)

Tim Mulligan

15 Jun 2023

Netflix NETFLIX BITES IRl

On June 30th, Netflix will launch its first ever pop-up restaurant, NETFLIX BITES ,at the Short Stories Hotel in Los Angeles. Featuring sampling menus from its celebrity chefs from Netflix original shows, such as Chef’s Table (surprisingly enough, Netflix’s longest running nonfiction series), Is...

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When innovation offers compelling reasons, entertainment consumption follows

Tim Mulligan

8 Jun 2023

Vision Pro Apple VR

On Monday, Apple unveiled the Vision Pro, a VR device positioned as a blended VR and augmented reality (AR) experience. With true AR still on the horizon, the Vison Pro uses an ultra-high-resolution display system that packs 23 million pixels across two displays to digitally replicate the user’s f...

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Localisation needs to support paid sharing as the key revenue growth driver for Netflix

Tim Mulligan

2 Jun 2023

Netflix Video Business Strategy

Netflix finds itself at yet another inflection point as it rolls out its paid sharing plan in the US. With a saturated domestic market (32% of paid members in Q1 2023 were from North America), finding additional subscribers means pushing subscription dodgers onto the recently launched basic with ads...

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Pre-empting video piracy in the streaming TV era

Tim Mulligan

2 May 2023

Netflix Netflix Business Strategy

Video piracy had been downgraded as a significant disruptive risk in the era of subscription video on demand (SVOD) and free ad-supported streaming TV (FAST). While peer-to-peer (P2P) file-sharing piracy is a declining niche activity at 7% penetration, streaming piracy is has slightly increased to 10% as the cost-of living crisis and recessionary f...

Why Max is the one to watch in 2023

Tim Mulligan

13 Apr 2023

Warner Bros. Discovery Max HBO Max

Investors attending Warner Bros. Discovery’s Streaming Product Press Event yesterday were reminded of the history underpinning D2C disruptor HBO Max as it was rebranded Max. The narrative for the rebrand was clear: trust us to get this right as we have been doing this successfully for a very long ...

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The great monetisation reset
New ways to monetise streaming video audiences

Tim Mulligan and Ben Woods

12 Apr 2023

Free Report

Product Strategy

This keynote took place at the beginning of the MIDiA webinar:The great monetisation reset |New ways to monetise streaming video audiences. The full presentation, panel, and Q&A session, can be found on LinkedIn and YouTube ....

The great monetisation reset

Tim Mulligan

6 Apr 2023

NBCUniversal Kerv Interactive Twitch

2023 is shaping up to be an inflection point for video. The initial wave of streaming disruption is maturing and recalibrating to reflect a new period of adjustment to the new normal of slowing subscriber growth and increasingly constrained consumer spending.

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Ad-supported video consumer snapshot Q4 2022
US, UK, Australia, Canada, Germany, France, Sweden, South Korea, and Brazil

Tim Mulligan

1 Apr 2023

Audience Insight

This report presents a snapshot of ad-supported video users, including age breakdowns, time spent on video (subscription video on demand (SVOD), ad-supported video on demand (AVOD), and pay-per-view), responsiveness to ads, devices used, and TV genre preferences.

How to future-proof video entertainment

Tim Mulligan

23 Mar 2023

Strategy Connected TV World Summit finite digital wallets

This year’s Connected TV World Summit was in many ways a sanity-check on where the wider digital entertainment business is at the end of Q1 2023. The conference is being held amid a backdrop of rolling bank failures, persistent double digit inflation, and an increasingly fragmented global marketpl...

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Rebooting video fandom
Games as a video streaming genre

Tim Mulligan, Karol Severin, Perry Gresham, Samuel Griffin and Ben Woods

20 Mar 2023

Apple Apple TV Netflix

With gamers being mainstream, video streaming services and their content offerings can benefit by increasing focus on the preferences of gamers. Crucially, this enables subscription video on demand (SVOD) services to drive engagement, broaden reach and improve retention.

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The Witcher
Netflix’s appeal to gamer fandom

Tim Mulligan, Karol Severin, Perry Gresham, Samuel Griffin and Ben Woods

20 Mar 2023

Video Games

In January 2020, Netflix topped Wikipedia show searches following the season one launch of its fantasy scripted drama original, The Witcher . The show was based on a story universe created by Polish author Andrzej Sapkowski, which originated in novel form and morphed into a hugely popular game franchise with 40-million-unit sales to date.

Finding the third way for video monetisation

Tim Mulligan

2 Mar 2023

Streaming monetisation streaming tv

2023 is an inflection point for streaming video; no longer young (Netflix pivoted into subscription video on demand (SVOD) back in 2007), no longer novel (monthly video subscriptions went mainstream in the major English speaking markets in Q4 2019 (Source: MIDiA Research quarterly consumer surveys))...

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