Amazon Reports from MIDiA Research

Tech Majors Market Shares Q2 2018
A Tale of Mixed Fortunes

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Alistair Taylor, Karol Severin, Tim Mulligan and Zach Fuller

August 2018

Apple

Q2 2018 delivered contrasting milestones for the tech majors with Apple becoming the first company to have a trillion-dollar market capitalisation while Facebook simultaneously saw the single biggest one-day...

Spotify Q2 2018 Earnings
More Needed from Emerging Markets and Ad Supported

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Mark Mulligan

July 2018

Subscriptions

Streaming

Streaming Music

Spotify’s Q2 2018 earnings show continued solid progress across most of its performance metrics. However, investor scrutiny is intensifying, especially with the growing subscriber arms race in the US...

The Sports Video Landscape
Sports Streaming Services in a Digital First Ecosystem

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Alistair Taylor

July 2018

Consumer behaviour

Video

Amazon

The 13.2% dip on the 2019–2022 English Premier League (EPL) rights deals compared to the 2015-2018 deal highlighted the decline in value for sports broadcast rights. In light of this downturn and a fall...

UK Gamer Profile
Digital Entertainment Natives

Karol Severin

June 2018

Apple

Spotify

YouTube

Mobile and PC gamer penetration declined slightly in the UK between Q4 2016 and Q4 2017. Meanwhile, console ownership did not grow either, attesting that the market is constrained by the impending peak...

The Outlook for Music Catalogue
Streaming Changes Everything

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Mark Mulligan and Zach Fuller

June 2018

Spotify

Amazon

Napster

Catalogue was a real money spinner for the music industry throughout the sales era. First it underpinned the CD boom (convincing music fans to re-purchase old albums they already owned on prior formats)....

Tech Majors Market Shares Q1 2018
Advertising and Subscriptions Power Growth

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Alistair Taylor, Karol Severin, Tim Mulligan and Zach Fuller

June 2018

Subscriptions

Streaming

Apple

In Q1 2018 advertising revenue and services revenue drove strong growth for the tech majors – Alphabet, Amazon, Apple, Facebook, with Alphabet and Apple retaining their respective leads in each of those...

India and China Media Trends 2018

Zach Fuller

May 2018

Streaming

Spotify

Saavn

China and India are undergoing significant change in their media industries. Both countries are viewed as two of the world’s potentially most lucrative economies for digital content, based upon their...

Tencent Has Outgrown China
Now Comes The Next Phase of Growth

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Alistair Taylor

April 2018

Streaming

Spotify

Amazon

Following the release of its fourth quarter earnings, Tencent is the first Chinese company to achieve a market capitalisation of over $500 billion, displacing Facebook as fifth most valuable global company....

Recorded Music Market 2017
Streaming Accelerating Growth

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Mark Mulligan

April 2018

music sales

Streaming

Streaming Music

Recorded music revenues are booming and the distribution end of the value chain is both vibrant and competitive. This has not been the case for many, many years. Streaming is on course to become the main...

Voice Control Devices
Early Audience Behaviours and Adoption

Zach Fuller

March 2018

Consumer behaviour

Apple

Spotify

Connected voice-control devices epitomised by the Amazon Echo have transformed from being mere curiosities of consumer electronic R&D divisions, into becoming positioned as the next hardware paradigm....

Discovery and Measurement
Challenges For Content Producers In The SVOD Era

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Tim Mulligan

March 2018

Streaming

Apple

Amazon

Streaming video consumption continues to accelerate, still adding users in more mature markets and expanding at pace in emerging markets. Though the mix of value propositions and business models is diverse,...

Spotify by the Numbers
Trials, Churn and Margin

Mark Mulligan

March 2018

Apple

Spotify

This report presents analysis of Spotify’s key performance metrics as presented in the F1 filing in advance of its direct listing. The report focuses on business performance metrics, such as user acquisition...

Content Bubbles and Streaming Peaks
Media And Tech Trends That Will Shape 2018 And Beyond

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Mark Mulligan

February 2018

Innovation

Streaming

Apple

This report is a write up of key themes from one of MIDiA’s 2018 keynotes looking at the key trends, innovations and disruptions that will shape media and technology over the coming years. The full presentation...

The Sports Rights Bubble
Reaching The Tipping Point

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Tim Mulligan

January 2018

UK

Australia

Video

The broadcasting of live sport has been a key part of TV’s appeal and underpins the pay-TV ecosystem. However, a combination of entrenched cord-cutting and an ageing audience means that revenues are...

MIDiA Research Predictions 2018
Post-Peak Economics

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Karol Severin, Mark Mulligan, Tim Mulligan, Zach Fuller and Tunde Sowande

December 2017

Apple

Spotify

Amazon

In this report MIDiA Research analysts present their predictions for what will be the big trends in digital media and tech across music, video, media in 2018. Key Predictions Competition for time...

Radio Is Streaming’s Next Frontier
How Streaming Will Disrupt Radio Like It Did Retail

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Mark Mulligan

November 2017

Streaming

Streaming Music

Apple

Streaming’s first achievement was becoming a long-term successor to retail, now it has its sights set on doing the same to radio. Even though the revenue per user is much smaller, the addressable market...

YouTube State Of The Nation

Tim Mulligan

November 2017

YouTube

Amazon

As the TV viewing experience becomes increasingly YouTube continues to expand as the world’s default video destination, with a 46% increase in year-on-year views for the top 100 YouTube channels. This...

State Of The Streaming Nation 2.1 (Mid-Year 2017 Update)
The Definitive Assessment Of The Global Streaming Music Market

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Mark Mulligan

October 2017

Subscriptions

Streaming

Streaming Music

2016 was the year that streaming turned the recorded music business into a good news story, with revenue growth so strong that it drove nearly a billion dollars of total growth. Leading streaming services...

The Emerging Video Content Bubble

Tim Mulligan

September 2017

Apple

YouTube

Amazon

Subscription Video On Demand (SVOD) services like Netflix, Amazon and Hulu have spurred a scripted drama renaissance and, in doing, so have trigged a content licensing arms race. Traditional TV networks...

Amazon Music
The Dark Horse Comes Out Of The Shadows

Mark Mulligan

September 2017

Streaming

Streaming Music

Music Subscriptions

Back in the days when online music meant online CD sales, Amazon was the king. Then, along came Apple with iTunes music store and Amazon saw the throne snatched from its hands. No sooner had Apple started...

Reports: Amazon