Netflix blog by MIDiA Research

Blog: Netflix

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.

Netflix, Duolingo, and the art of engagement in a fiercely competitive attention economy

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Ben Woods

13 Dec 2024

Netflix is making sure everyone knows that Squid Game 2 is just around corner.The South Korean dystopian survival thriller has been subjected to a major global advertising splash ahead of the shows’...

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Why Netflix is likely to follow Amazon down the mainstream subscriber ad route

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Tim Mulligan

25 Jun 2024

Netflix’s shift towards ads was underpinned by a strategic assumption that it could justifiably command ad rates at nearly twice the market average. However, two years of its Basic with Ads service has...

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Netflix, the NFL, and the Amazon effect

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Tim Mulligan

21 May 2024

sports streaming

After two decades of saying no to becoming a live sports streamer, Netflix has finally relented and has agreed to pay the NFL to show two NFL games on Christmas daythis year. The three year deal also includes...

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Why Netflix will no longer publicly report subscribers

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Tim Mulligan

23 Apr 2024

Netflix’s Q1 2024 numbers are impressive: revenues are up 15% Year on Year (YoY), operating income is up 54%, and operating margin increased by seven percentage points to 28%. The numbers were so impressive,...

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How the smartphone ‘Swiss Army knife’ will unlock shoppable TV

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Ben Woods

2 Feb 2024

MIDiA has predicted that streaming TV services will make big strides with shoppable TV in 2024 . Key to that success will be the smartphone. An attempt by the likes of Amazon Prime, YouTube, and Disney...

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Format versus context: Can a YouTuber make it on TV?

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Hanna Kahlert

1 Feb 2024

Media and Marketing

Cultural Trends

YouTube star MrBeast is making recent headlines for his video upload experiment with X , and now a potential partnership with Amazon Prime Video for a new reality series. The competition to turn the popular...

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Is it time for streaming TV to rethink monthly billing?

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Ben Woods

26 Jan 2024

What characteristics define the streaming TV revolution? The welter of content on offer? Big budget TV shows and binge watching? Perhaps th emost important is price point and consumer flexibility? The...

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Smackdown – Netflix is now a sports streamer…and this is just the beginning

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Tim Mulligan

23 Jan 2024

Today Netflix announced that it has just secured the 10-year exclusive rights to show WWE’s flagship weekly programme Raw in the U.S., Canada,U.K., and Latin America, with additional countries and regions...

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Why increased ad-based engagement is hampering Netflix’s revenue growth

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Tim Mulligan

16 Jan 2024

Netflix ARPU Growth

Netflix basic with ads

Speaking at the Variety Entertainment Summit in Las Vegas, Netflix’s president of advertising, Amy Reinhard, revealed that the company now has more than 23 million monthly active users globally on its...

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For years, we said to take games efforts of these companies seriously – now they are serious players

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Karol Severin

12 Jan 2024

MIDiA has always been bullish about traditionally non-gaming tech companies’ opportunity in games. The first time we wrote about Netflix’s opportunity in games was in 2017. We also wrote about the...

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Like Netflix, music needs a ‘second screen’ strategy

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Tatiana Cirisano

4 Jan 2024

Music Streaming

The attention economy is more competitive than ever, with all entertainment types increasingly competing with each other for the same finite time. This has led to new levels of multitasking, like listening...

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How back catalogue shows can soften the blow from the Hollywood strikes in 2024

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Ben Woods

15 Dec 2023

Hollywood Strikes

It is that time of year when MIDiA Research makes its annual predictions for 2024 . While there is a strong track record of accuracy, there will always be unforeseen opportunities and challenges that boost...

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Podcasts are following in the footsteps of TV and film…. should they?

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Rutger Rosenborg

14 Dec 2023

Spotify’s 17 percent workforce reduction was one of the biggest headlines in music, audio, and tech last week. Those layoffs coincided with the cancelation of some of the most critically-acclaimed podcasts...

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Squid Game: The Challenge - successfully spinning new content from existing IP

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Tim Mulligan

5 Dec 2023

Squid Game: The Challenge

Tomorrow sees the release of the final episode of season one of Squid Game: The Challenge, the reality game show spin-off of the 2021 dystopian global hit episodic drama Squid Game . The original drama...

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Can ReelShort succeed with short-form video entertainment where Quibi failed?

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Ben Woods

30 Nov 2023

A little over three years ago some of America’s most notable entertainment executives killed off an attempt to revolutionise smartphone entertainment. The ill-fated platform, spearheaded by former Walt...

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Why ad innovation will be so important for Netflix

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Tim Mulligan

7 Nov 2023

This week, Netflix introduced a download feature into its Basic with Adverts subscription tier, making it the first ad-supported streaming service to offer this in video. This comes off the back of last...

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What Netflix needs to do next

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Tim Mulligan

25 Oct 2023

Business Strategy

Netflix’s Q3 2023 numbers were better than expected, with quarterly revenue up by 7.8% year on year to reach $8.5 billion, and operating margin now up to an impressive 22.4%. The company attributed its...

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Goodbye DVDs, hello streaming economics rationalisation

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Tim Mulligan

4 Oct 2023

streeaming economics

Last Friday saw the end of 25 years of Netflix’s DVDs subscription business, drawing to a close the pre-streaming model of home entertainment for the largest international subscription video on demand...

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Why Netflix should become a channel distributor for its streaming rivals

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Ben Woods

21 Sep 2023

Long-running legal drama Suits has become a bittersweet tale for NBCUniversal. The show that gave Meghan Markle her pre-royalty taste of stardom was already considered a commercial success after its final...

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Bauer and Audible: Radio and podcasts CAN work together

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Annie Langston

9 Aug 2023

Although podcasts are sometimes considered radio’s replacement, there are key differences between the formats – such as on demand versus live – that serve distinct audiences. In Bauer’s new partnership...

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