Netflix blog by MIDiA Research

Blog: Netflix - Page 8

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.

Disney Q3 Earnings: The Painful Transition To Direct-To-Consumer

Tim Mulligan

8 Aug 2018

Yesterday a besieged Bob Iger, chairman and CEO of Walt Disney Co. had to defend his company’s Q3 (calendar Q2) results against the inflated demands of Wall Street. Disney has come out with a bold strategy...

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DC Universe Is The First Strategic Move In The Next Round of Direct-To-Consumer Offerings

Alistair Taylor

25 Jul 2018

Warner Bro’s long awaited DC Universe subscription video on demand (SVOD) service is nearing its grand unveiling, having now decided upon a pricing plan. This is the latest of a long list of examples...

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Netflix 2018 Q2 Earnings: Wall Street Wakes Up to the Savvy Switcher

Tim Mulligan

17 Jul 2018

original content

paid subscriptions

On Monday (July 16 th ) Netflix announced its 2018 Q2 earnings and came head to head with the inflated expectations raised through six months of sustained growth. Netflix’s stock price has increased...

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Ego and Digital Disruption Drive S4 Capital and 21st Century Fox To Shore Up for the Future

Tim Mulligan

11 Jul 2018

21st Century Fox

Today’s increased bid by 21 st Century Fox for the 60.5% of Sky which it does not currently own comes the day after media company S4 Capital successfully won the bidding war for Dutch creative agency...

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Facebook deal with the English Premier League concerns traditional broadcasters

Alistair Taylor

10 Jul 2018

Facebook, the latest tech major to get involved with sports streaming, last week agreed its first ever rights deal with the English Premier league (EPL). This deal signified another step towards the transition...

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Subscriptions put premium consumers as well as premium content behind paywalls

Cover image for Subscriptions put premium consumers as well as premium content behind paywalls

Georgia Meyer

5 Jul 2018

There are now 436 million paying subscribers across five of the largest distributors of digital music and video content globally (Spotify, Apple Music, Netflix, Amazon Prime, Tencent). This has very different...

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Where Verizon went wrong with go90

Tim Mulligan

3 Jul 2018

Last week Verizon, the US’s second largest telco provider with 116 million wireless subscribers, announced the closure of its pioneering mobile-first video streaming service which launched in 2015. Go90...

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News is The Marketing Plug in Streaming Video’s Offering Gap

Tim Mulligan

4 Jun 2018

Last week it was revealed that BuzzFeed News plans to launch a new video interview show to be streamed on Facebook Watch. The weekly show will feature 20-minute episodes with news-making personalities...

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The Politician As Show Runner

Tim Mulligan

25 May 2018

Monday’s announcement by Netflix that it had engaged the Obamas to produce a show represents the further evolution of the power of the show runner and the increasing overlap between celebrity and politics....

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Could Spotify Buy Universal?

Mark Mulligan

11 May 2018

Vivendi is reported to be proposing to its board a plan for spinning out Universal Music. It is certainly the right time for a spin off (always sell before the peak), but a full divestment would leave...

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Disney Q2 Earnings: The Warnings Lights Are Flashing

Tim Mulligan

9 May 2018

Yesterday’s Q2 Earning Results from the Walt Disney Company pleased Wall Street by beating earnings estimates. However, a closer look at the financials reveals why Disney’s much heralded pivot to subscription...

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CBS Launches International SVOD Foray with All Access in Canada

Tim Mulligan

25 Apr 2018

Amazon Prime Video

Yesterday, April 24, CBS launched CBS All Access in Canada. This the first international market for the US network’s subscription video on demand (SVOD) service and represents a clear statement of intent...

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Netflix Q1 2018 Results: Hiking Prices or Fighting Churn?

Cover image for Netflix Q1 2018 Results: Hiking Prices or Fighting Churn?

Tim Mulligan

18 Apr 2018

Monday saw another solid Netflix earnings call as the preeminent subscription video on demand (SVOD) service continues its seemingly inexorable rise to global dominance. Year-on-year (YoY) revenue growth...

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Marvel versus Netflix

Cover image for Marvel versus Netflix

Tim Mulligan

13 Apr 2018

With yesterday’s launch of ESPN+ Disney has begun its direct-to-consumer strategy, which revolves around the introduction of proprietary subscription video on demand (SVOD) services. The move forms...

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Spotify and the Music Industry: Who Needs Who More?

Zach Fuller

6 Apr 2018

Following Spotify’s DPO earlier this week, much of the financial commentary around the listing emphasised the company’s loss-making status. Those familiar with Spotify’s business model know this...

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Spotify and Netflix Are Experiencing Opposite User Engagement Trends

Cover image for Spotify and Netflix Are Experiencing Opposite User Engagement Trends

Karol Severin

27 Mar 2018

listening hours

The latest Fuse data enables us to comparemonthly hours per MAU spent onSpotify and monthly hours per subscriber spent on Netflix over 2017. Interestingly they are travelling in opposite directions. Spotify...

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Not All Originals Are Created Equal

Cover image for Not All Originals Are Created Equal

Tim Mulligan

12 Mar 2018

As the world shifts closer to becoming a digital video landscape, the ‘original’ has become a key part of the value proposition for subscription video on demand (SVOD) services as they battle for market...

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Why Comcast is bidding for Sky

Mark Mulligan

27 Feb 2018

In a dramatic development Tuesday, US telco giant Comcast announced it is bidding £22.1 billion ($31 billion) for UK pay-TV operator Sky. This is a 16% premium to the existing takeover bid currently undergoing...

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Market Definition Lifecycles and the Future of Netflix

Zach Fuller

26 Jan 2018

How a business defines itself and the products or services it offers are crucial in how market forces (public or private) develop around it. Narrow definitions of business operations in the short-term...

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Netflix Is Now A Truly International Player

Tim Mulligan

23 Jan 2018

Streaming Video

In light of MIDiA Research ’s Q4 2017 Brand tracker survey data, which revealed that Netflix penetration in the US has reached 49%, Netflix has to look outside the US for future growth. Why is international...

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