Business Strategy blog by MIDiA Research

Blog: Business Strategy - Page 22

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.

‘Middle class’ artists need niche, not scale

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Mark Mulligan

17 Sep 2021

Business Strategy

Streaming continues to grow strongly, as evidenced by the 28% growth reported by the RIAA for H1 2021 in the US . Everything looks great for the build-up to the impeding Universal Music Group (UMG) IPO....

min read

Axing exclusive music licenses in China will drive new local music cultures

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Srishti Das

15 Sep 2021

emerging markets

As a result of the new guidelines set out by the Cyberspace Administration of China (CAC), record labels are no longer allowed to issue exclusive licenses to music services. Previously, music services...

min read

Why sport star fandom is disrupting the traditionally broadcast-focused world of sports

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Tim Mulligan

14 Sep 2021

Sports Superstars

Manchester United

Saturday September 11thwas a big day for English footballing giant, Manchester United. The team that dominated the top flight of the most competitive football league in the world for two decades, up to...

min read

Justice is served…Initial thoughts on the Apple vs. Epic ruling

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Karol Severin

14 Sep 2021

The court ruling in the Apple vs. Epic Games case has taken media headlines by storm. However, given the diversity of narratives around the outcome, it is clear that the ‘winner’, is not exactly clear...

min read

Could HBO Max disrupt Europe?

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Tim Mulligan

10 Sep 2021

On October 26th, HBO Max will establish its European beachhead, which is launching inSweden, Denmark, Norway, Finland, Spain and Andorra. The D2C video service will then roll out in 2022 into Bosnia and...

min read

Why Real Madrid TV believes that premium sport will thrive in an AVOD environment

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Tim Mulligan

1 Sep 2021

Why Real Madrid TV believes that premium sport will thrive in an AVOD environment Last week, Roku and Tubi TV announced that Real Madrid TV is being added to their AVOD services. Both the Roku Channel...

min read

Roblox continues its growth story narrative, but cannot escape the Covid-bounce effect

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Karol Severin

20 Aug 2021

financial results

Roblox reported on its Q2 2021 results this week. Indeed, a continuation of the company’s growth story with bookings surpassing $665 million, up 35% year-on-year. On paper, the 127% YoY growth of revenue...

min read

Does Netflix now need to Disney-fy itself?

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Tim Mulligan

18 Aug 2021

Netflix Q2 2021

Q2 2021 has brought global streaming hegemon Netflix up against the irresistible D2C force that is Disney+. Netflix’s 1.5 million net subscriber additions in Q2 contrasted heavily with the 12 million...

min read

Can Spotify break out of its lane?

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Mark Mulligan

13 Aug 2021

After years of relative stability, music consumption is shifting, with the DSP streaming model beginning to lose some ground as illustrated by the major labels growing streaming revenue by 33% in Q2 2021...

min read

Why Spotify’s creator strategy needs to pay more attention to fans

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Kriss Thakrar

10 Aug 2021

Spotify’s shift towards becoming an audio platform encompasses a push to become a creator-first business, with a vision of 50 million creators supplying content to a billion users. However, the company’s...

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The record labels are weaning themselves off their Spotify dependency

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Mark Mulligan

6 Aug 2021

The major labels had a spectacular streaming quarter, registering 33% growth on Q2 2020 to reach $3.1 billion. Spotify had a less impressive quarter, growing revenues by just 23%. After being the industry’s...

min read

Quick Take: The metaverse – expect goldrush by many, market domination by a few

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Karol Severin

2 Aug 2021

Media and Marketing

After years of pioneering, tinkering and iteration, the concept of metaverses is moving closer to the mainstream in media and entertainment, in particular in games and social media, for example. In the...

min read

Labels are going to become more like VCs than they probably want to be

Cover image for Labels are going to become more like VCs than they probably want to be

Mark Mulligan

30 Jul 2021

artist accelerators

When you are in the midst of change it can be hard to actually see it. Right now, the music business is undergoing a consumption paradigm shift that is changing the culture and business of music. Streaming...

min read

“First day, first show” – Premium video on demand’s potential in India

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Srishti Das

26 Jul 2021

India is home to one of the world’s largest and most successful film industries. However, 2020 was rife with economic setbacks across the entertainment industry due to the pandemic. The film industry...

min read

What Steam Deck, Netflix, Zoom, Peloton and Pro Evolution Soccer tell us about the future of games distribution

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Karol Severin

23 Jul 2021

content distribution

Due to some unforeseen circumstances, I had to take some time off in the last two weeks. It is never good to have to step away from the buzz of daily games industry developments, but the silver lining...

min read

On the cusp of an AVOD era – takeaways from the MIDiA AVOD webinar

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Tim Mulligan

12 Jul 2021

Last Wednesday’s MIDiA AVOD webinar was full of promise about ad-supported video on demand, and its ability to transition from its current niche user base into a mainstream video streaming proposition....

min read

Global music subscriber market shares Q1 2021

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Mark Mulligan

9 Jul 2021

music subscribers

subscriber market shares

The music industry’s growing obsession with declining ARPU will continue to colour the outlook for the global streaming market in revenue terms, but the positive driver of this equation is the rapid...

min read

Emerging markets may be about to change the superstar business

Cover image for Emerging markets may be about to change the superstar business

Mark Mulligan

2 Jul 2021

emerging markets

anglo repertoire

The traditional recorded music business was all about selling units, which naturally meant that the most important markets were not the most populous but the wealthiest. Throughout the late 20thcentury...

min read

How Bandcamp could really fix the music business

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Mark Mulligan

25 Jun 2021

independent artists

Streaming Music

“A thought: has streaming become the place to address consumers and the likes of Bandcamp the places to engage fans? i.e., fans and fandom inherently matter less on streaming because it/they are a minority.”...

min read

Pluto TV, Rakuten TV & XUMO to discuss how AVOD unlocks the mainstream consumer - July 7

Cover image for Pluto TV, Rakuten TV & XUMO to discuss how AVOD unlocks the mainstream consumer - July 7

Dara Jegede

23 Jun 2021

Digital audiences

AVOD was well positioned to benefit from the uplift in home entertainment time due to lockdowns imposed to stem the spread COVID-19. However, engagement growth was modest in 2020, remaining below 10% for...

min read

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