Blog: Netflix - Page 9

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 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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The Top TV Shows Of 2017

Cover image for The Top TV Shows Of 2017

Tim Mulligan

20 Dec 2017

game of thrones

For the past 15 months MIDiA Research has been tracking every quarter more than 60 leading TV shows across the US, UK, Canada and Australia. With the fragmentation of TV audiences and the rise of streaming...

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MIDiA Research Predictions 2018: Post-Peak Economics

Mark Mulligan

18 Dec 2017

2018 predictions

With 2017 drawing to a close and 2018 on the horizon, it is time for MIDiA’s 2018 predictions. But first, on how we did last year,our 2017 predictions had a 94% success rate. See bottom of this post...

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Disney, Netflix and the Squeezed Middle: The Real Story Behind Net Neutrality

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Mark Mulligan

15 Dec 2017

Unless you have been hiding under a rock this last couple of weeks you’ll have heard at least something about the build up to the decision over turning net neutrality in the US, a decision that was confirmed...

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The FCC Repeals Net Neutrality: This Changes Everything

Zach Fuller

15 Dec 2017

cable companies

Anticipated for months, the Federal Communications Commission (FCC) voted yesterday to repeal the Obama-era ‘Open Internet Order’ enacted in 2015. Despite public outcry across social media over the...

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What The End Of The Net Neutrality Could Mean For Streaming Businesses

Tim Mulligan

8 Dec 2017

On December 14th the US Federal Communications Commission (FCC) will vote on whether or not to end the regulation around net neutrality. New FCC Chairman Ajit Pai believes that net neutrality issues are...

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With interest in Fox’s video content business, is 2017 the beginning of the end for traditional TV and film companies?

Tim Mulligan

21 Nov 2017

21st Century Fox

Last Friday, media stocks in the US rose on the back of news that 21st Century Fox had been approached by Comcast, Walt Disney Co, Sony and Verizon over the possible sale of its film and international...

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This Is What Post-IPO Life Will Look Like For Spotify

Cover image for This Is What Post-IPO Life Will Look Like For Spotify

Mark Mulligan

17 Nov 2017

Netflix share price

With a fair wind, Spotify’s long-anticipated public offering should happen before the end of Q2 2018 (and yes, probably a direct listing rather than an IPO but 'IPO' worked better in the title!) . The...

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Quick Take: YouTube Moves Into Social E-commerce With Ticketmaster Partnership

Zach Fuller

15 Nov 2017

Amazon Prime Video

YouTube has announced a partnership with Ticketmaster that will allow its video property to connect users directly with concert tickets. The deal is non-exclusive and similar to a previous coalition between...

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Netflix Is Becoming More Efficient Than Spotify At Revenue Generation

Cover image for Netflix Is Becoming More Efficient Than Spotify At Revenue Generation

Tim Mulligan

11 Oct 2017

In the streaming wars, there are two standoutsthat grab all the attention and, in many ways, capture the popular zeitgeist around the transformative power of streaming. The two companies are Netflix and...

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The Emerging Video Content Bubble

Tim Mulligan

9 Oct 2017

For the TV industry, the current period of video content spending is a golden era. Content budgets are the highest they have ever been, as are revenues for the top 22 global TV networks. However, the video...

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Netflix Is Now The Fifth Highest Ranked TV Network For Show Fandom

Cover image for Netflix Is Now The Fifth Highest Ranked TV Network For Show Fandom

Tim Mulligan

28 Sep 2017

We are proud to announce the inaugural results of our new TV Show Brand Tracker. The findings reveal how streaming is impacting TV show audiences and which networks are performing best. Based on data from...

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Comcast Feels The Heat As Wall Street Shows Its Concerns Over Cord-Cutting

Tim Mulligan

13 Sep 2017

Wall Street is not renowned for its ability to take the long-term view. A good example is the recent massive sell-off in Comcast stock, which saw $16 billion wiped off its market cap. It followed the announcement...

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