Tim Mulligan | MIDiA Research

Retention and engagement are both key to streaming resilience in 2022

Tim Mulligan

7 Jun 2022

The great video subscriber gains made between the D2C big bang era of 2019 and 2021, and the engagement gains of the Covid-19 pandemic, are being eclipsed by the increasing pressures of the attention economy and the cost of living crisis.

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The end of BBC Four and CBBC heralds the start of streaming realism for the BBC

Tim Mulligan

1 Jun 2022

BBC Video Business Strategy

Last week’s announcement by BBC’s director general Tim Davie that the BBC is scrapping its two linear TV channels, BBC Four and CBBC, was both bold and pragmatic. The BBC is arguably going through its most challenging period in its history as it approaches its centenary this coming October.

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Metaverse
Future scenarios for smart TVs

Tim Mulligan

31 May 2022

Amazon Facebook smart tvs

Metaverse smart TV opportunities are currently nascent as clarity about the overall growth of the metaverse concept is still emergent. From a smart TV OEM perspective, a focus on future-proofing features to accommodate the likely games and VR heavy functionality of early metaverse commercial scenarios will be key.

Reality Labs

Tim Mulligan

31 May 2022

Video smart tvs VR

The world’s leading social media app provider, Meta Platforms, also happens to run the world’s largest Virtual Reality (VR) headset manufacturer courtesy of its ownership of Reality Labs, formerly Oculus. Acquired by Facebook in 2014 for $2 billion, the VR start-up has since become a central component of the renamed Meta Platforms’ metaverse ...

The Attention Recession
How inflation and the pandemic are reshaping entertainment

Mark Mulligan, Tim Mulligan, Karol Severin, Hanna Kahlert, Tatiana Cirisano and Annie Langston

27 May 2022

Free Report

Video Music Games

With the recent announcement of the 0.2 million subscriber drop in Netflix’s Q1 2022 figures, and Spotify seeing slower paid user growth, MIDiA’s predicted attention recession has come into fruition. MIDiA’s in-house analysts take you through the key insights and trends of this new chapter and its implications across music, video, games, mark...

Why the attention and macro economy lights are flashing for subscription video

Tim Mulligan

24 May 2022

attention recession subscription video on demand cost of living impacts

Recessions are all about timing. What can make great sense for a consumer and an ambitious business in a time of plenty can flip to being perceived as expensive and profligate in a time of financial uncertainty.

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Why increased competition and the cost-of-living crisis add up to a new Netflix

Tim Mulligan

17 May 2022

Online video Video Audience Insight

15 years into Netflix’s subscription video on demand (SVOD) pivot and the entertainment disruptor is poised to pivot again. According to press reports, Netflix is considering re-inventing itself as an SVOD service with an entry-level ad-supported subscription tier.

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Welcome to the great streaming reset

Tim Mulligan

10 May 2022

attention recession Connected TV World Summit golf

Netflix’s Q1 subscriber loss highlighted the risks facing subscription video services as the expansionary wave of streaming sign ups, unleashed by 15 years of subscription video on demand (SVOD), moves into the consolidation era of 2022.

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Why 2022 will finally see the emergence of the streaming TV era

Tim Mulligan

3 May 2022

Online video streaming tv AVOD

Amid the sharp negative market reactions to Netflix’s recent subscriber losses, the age-old business truism of responding to, rather than building consumer demand holds truer than ever before. Traditionally, subscriptions have made up the minority of TV revenues, with the ad-supported free-to-air ...

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Digital collectables and NFTs
Entertainment impacts for the video ecosystem

Tim Mulligan

26 Apr 2022

smart tvs Business Strategy web 3.0

Non-fungible tokens (NFTs) have caught the attention of the wider media landscape. However, consumer awareness is niche with just 20% of consumers aware of what NFTs are. Despite this, NFTs represent the vanguard of paradigm shifts in consumer access and ownership of media.

Digital inflation and the looming video subscriber crunch

Tim Mulligan

19 Apr 2022

Inflation subscriber retention Video

2022 is proving to be a challenging time for video subscription services. With the D2C big bang moment now in its third year, the initial wave of subscriber adoption is giving way to the challenge of sustainability.

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Warner Bros. Discovery is real – now comes the hard part

Tim Mulligan

12 Apr 2022

Warner Bros. Discovery Streaming Warner Media

On Friday, Discovery, Inc . and AT&T Inc . announced that they have concluded their transaction to combine the WarnerMedia business with Discovery. This combination finally completes a process that began last May and creates a new major standalone global media and entertainment company, Warner B...

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How the future of sports coverage will increasingly resemble gamified sports betting

Tim Mulligan

5 Apr 2022

NENT Group Viaplay DAZN

Swedish video provider NENT Group has announced that its UK launch in H2 2022 will be adding live sports to its Nordic-drama focused content line to its flagship subscription video on demand (SVOD) service; Viaplay .

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The Oscars finally returns to relevance

Tim Mulligan

29 Mar 2022

Oscars CODA Apple

On Sunday night, the 94thAcademy Awards (commonly known as the Oscars after its iconic award statuette) made a streaming service piece of content officially the most acclaimed film in the world. Apple TV+’s CODA, a coming of age comedy drama is an English-language remake of the 2014 French-Belgian...

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AVOD
A market primed for success

Tim Mulligan

24 Mar 2022

Business Strategy

The leading ad-supported video on demand (AVOD) services in the US have doubled their weekly active users (WAUs) in the past 24 months. While still niche, AVOD is now moving ever closer to mainstream adoption. This is most strikingly seen in the pivot of its userbase, from younger, lower-income demographics to older and wealthier consumers.

MoviePass (2.0)

Tim Mulligan

24 Mar 2022

Video AVOD Business Strategy

MoviePass (1.0) was an American subscription-based movie ticketing service that allowed subscribers to purchase up to three movie tickets per month for a monthly fee. The service utilised a mobile app where users checked into a cinema and chose a movie and showtime, which resulted in the cost of the ticket being loaded to a prepaid debit card that ...

Why Netflix is reminding its users that it is not a utility

Tim Mulligan

22 Mar 2022

Netflix password sharing Video

The weekend was rife with Netflix users (as opposed to subscribing members) upset with the password sharing prompt currently being tested in Chile, Costa Rica, and Peru. The feature prompts users to add subscriber accounts for up to two people, that they do not live with, at a lower price.

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Paramount +

Tim Mulligan

15 Mar 2022

Video SVOD SVOD Services

ViacomCBS was notably absent from the D2C big bang moment of Q4 2019-Q2 2020. This was primarily due to the challengers of the integration of Viacom and CBS TV network and production businesses following the November 2019 merger of the two distinct entities.

Why MGM is so important to Amazon Prime Video

Tim Mulligan

15 Mar 2022

Metro Goldwyn Mayer (MGM) Amazon Prime Amazon Prime Video

In the absence of any last minute objection from EU regulators today, Amazon’s $8.45 billion acquisition of film studio MGM will be approved this month, pending the outstanding US Federal Trade Commission’s ruling on whether the deal violates anti-trust law that will be decided later this month.

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Why Netflix is now doubling down on non-video content

Tim Mulligan

8 Mar 2022

Netflix Next Games Trivia Quest

Last week was a big week for Netflix’s future-proofing strategy. On March 1stit announced its decision to acquire Finnish games publisher Next Games for €65 million (USD $70 million). Next Games publishes and operates mobile games focused on driving social fandom.

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