Business Strategy blog by MIDiA Research

Blog: Business Strategy - Page 19

Read our latest daily deep dives, hot takes, and exciting updates about the digital entertainment world. Check out the latest from your favourite analyst, or search by coverage - games, video, music, audio, social, or critical developments.

Did independents really do three times worse than the majors in 2021?

Cover image for Did independents really do three times worse than the majors in 2021?

Mark Mulligan

22 Mar 2022

Business Strategy

Today, the IFPI released its estimates for the global recorded music market, with reported revenues of $25.9 billion. Last year, the IFPI estimated global revenues to be $21.6 billion (note that the IFPI...

min read

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

Cover image for Why Netflix is reminding its users that it is not a utility

Tim Mulligan

22 Mar 2022

password sharing

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...

min read

Recorded music market shares 2021 – Red letter year

Cover image for Recorded music market shares 2021 – Red letter year

Mark Mulligan

18 Mar 2022

Record music market

global music revenues

label trade revenues 2021

We suggested back in 2020, that 2021 was going to be a strong year for the recorded music market. As it turns out, 2021 was the fastest growing year in living memory, with growth across most formats, contrasting...

min read

Why Instagram will introduce NFTs to the gig economy in a big way

Cover image for Why Instagram will introduce NFTs to the gig economy in a big way

Hanna Kahlert

16 Mar 2022

In a conversation at SXSW, Mark Zuckerberg dropped that Instagram was going to be incorporating NFTs in the ‘near term’, pending some technological tweaks. While he was sparse on the detail, initial...

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Why MGM is so important to Amazon Prime Video

Cover image for Why MGM is so important to Amazon Prime Video

Tim Mulligan

15 Mar 2022

Metro Goldwyn Mayer (MGM)

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...

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Quick Take: Regulation and war are leading the global games industry's trajectory to diverge

Cover image for Quick Take: Regulation and war are leading the global games industry's trajectory to diverge

Karol Severin

11 Mar 2022

Over the last few years, the traditional unit sales-based model in games has been increasingly moving towards engagement-led models. In other words, we are moving away from costly price points to buy complete...

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Why Netflix is now doubling down on non-video content

Cover image for Why Netflix is now doubling down on non-video content

Tim Mulligan

8 Mar 2022

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...

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Webinar: Games companies’ video opportunity

Cover image for Webinar: Games companies’ video opportunity

Karol Severin

3 Mar 2022

Traditionally, games companies predominantly used games video for marketing purposes. This made perfect sense in the era of unit sales and early-adoption stages of games-related video. Today, 30% of console...

min read

Reflections from PG Connects London 2022

Cover image for Reflections from PG Connects London 2022

Karol Severin

25 Feb 2022

industry events

PG Connects London 2022 was the first in-person games industry event that I attended in over two years. Having spent the best part of the pandemic on Zoom, which quickly blurred the lines between a call...

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Why the markets are wrong about Paramount

Cover image for Why the markets are wrong about Paramount

Tim Mulligan

22 Feb 2022

Last Tuesday’s investor’s day presentation by Sheri Redstone, the chair of ViacomCBS and the president of National Amusements, should have been a milestone for the future of the media major. The event...

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Quick take: Roblox is another victim of the attention recession

Cover image for Quick take: Roblox is another victim of the attention recession

Karol Severin

17 Feb 2022

attention recession

Earlier this week, Roblox announced its fiscal year (FY) 2021 results. The market response was stark, wiping 20+% fromRoblox’s market cap. While the media is citing Roblox’s slowing growth (particularly...

min read

Why the rise of a (former) political leader in the ranks of Meta spells regulatory compromise ahead

Cover image for Why the rise of a (former) political leader in the ranks of Meta spells regulatory compromise ahead

Hanna Kahlert

17 Feb 2022

This Wednesday, Nick Clegg – former MP and deputy Prime Minister of the UK – was promoted to President of Global Affairs at Meta, reporting directly to Mark Zuckerberg himself. According to Zuckerberg,...

min read

Music artists are startups, and Silicon Valley is knocking

Cover image for Music artists are startups, and Silicon Valley is knocking

Tatiana Cirisano

15 Feb 2022

music investment

Music artists are startups, and Silicon Valley is knocking With big-name catalogue sales at one end, and alternative music funding at the other, the music and finance businesses are increasingly intertwined....

min read

What the boom in young artist catalogue sales says about the music market

Cover image for What the boom in young artist catalogue sales says about the music market

Tatiana Cirisano

11 Feb 2022

music catalogue

music catalogue M+A

Streaming Music

The catalogue-sales boom is one of the most talked about music trends of the past two years. Most of the conversation has, understandably, revolved around aging icons, like Bob Dylan and Bruce Springsteen,...

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Microsoft sets the scene for regulator scrutiny around Activision deal

Cover image for Microsoft sets the scene for regulator scrutiny around Activision deal

Karol Severin

10 Feb 2022

Brad Smith, president and vice chair at Microsoft, published a post on Microsoft’s website yesterday , outlining the company’s new Open App Store principles and addressing key questions around exclusivity...

min read

Why the market has already solved the Danish “Netflix tax” local content focus

Cover image for Why the market has already solved the Danish “Netflix tax” local content focus

Tim Mulligan

8 Feb 2022

A planned piece of legislation being introduced by Denmark is poised to have a wide-ranging impact on the future of localised streaming content. The so-called “Netflix tax” will be levied upon the...

min read

The ‘attention recession’ just showed its teeth to Facebook – and took a $200bn bite

Cover image for The ‘attention recession’ just showed its teeth to Facebook – and took a $200bn bite

Karol Severin

3 Feb 2022

peak attention economy

For the first time in its 18-year existence, Meta reported a drop in daily active users from 1.930 billion to 1.929 billion. This is the ‘attention recession’ we at MIDiA have been warning about since...

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ABC’s local news commitment adds to the building momentum of news streaming

Cover image for ABC’s local news commitment adds to the building momentum of news streaming

Tim Mulligan

1 Feb 2022

ABC, a US broadcast subsidiary of Disney, is launching new live local news streaming channels from its existing broadcast station in a number of major local markets within the US. The new channels range...

min read

The games video opportunity for games companies

Cover image for The games video opportunity for games companies

Karol Severin

27 Jan 2022

games streamers

Traditionally, games companies predominantly used games video for marketing purposes. This made perfect sense in the era of unit sales and early-adoption stages of games-related video. Today, 30% of console...

min read

Why it is becoming more difficult to acquire video subscribers for Netflix in 2022

Cover image for Why it is becoming more difficult to acquire video subscribers for Netflix in 2022

Tim Mulligan

25 Jan 2022

Netflix Q4 21 earnings

Last Thursday’s Q4 earnings result for Netflix was badly received. This was despite the strong financial results, which announced that the year-on-year revenues were up by 19.2%, reaching $29.5 billion...

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