Apple TV Reports from MIDiA Research

US SVOD consumer podcast engagement
Audio is the new spinoff

Cover image for US SVOD consumer podcast engagement

Annie Langston

June 2023

Apple

As consumer attention fragments across platforms and content types, it is increasingly important for both streaming subscription video services and podcast creators to maximise their content reach. For...

Live sport 2.0
Capturing younger audiences with the creator economy

Ben Woods

June 2023

YouTube

Apple TV

Twitch

The funding model for live sports has created fissures between older viewers who can afford to pay a premium for live access and younger audiences who either cannot, or do not want to. While older generations...

US millennial snapshot
A looming generational blind spot

Kriss Thakrar and Tatiana Cirisano

April 2023

Spotify

YouTube

Deezer

In the US, 25-34-year-olds are the music industry’s most valuable segment. Yet their relationship with streaming is tenuous. Streaming is not meeting these consumers’ need for a more social, less algorithm-driven...

Rebooting video fandom
Games as a video streaming genre

Tim Mulligan, Karol Severin, Perry Gresham, Sam Griffin and Ben Woods

March 2023

Apple

Apple TV

Netflix

With gamers being mainstream, video streaming services and their content offerings can benefit by increasing focus on the preferences of gamers. Crucially, this enables subscription video on demand (SVOD)...

Reintroducing scarcity
How entertainment can find value amid the growing digital clutter

Hanna Kahlert

February 2023

Apple TV

Disney

Instagram

Games, sports, music, video, audio, and social content all compete not only for consumers’ attention (and money), but also their fandom. However, the oversaturation of content is devaluing entertainment...

Podcast videos
Format blurring expands podcasts’ future

Annie Langston

February 2023

creators

Apple

Spotify

Podcasts are breaking out of traditional audio and entering the video space, as nearly a quarter of consumers now watch podcast videos monthly. Visual elements for podcasts are becoming a crucial tool...

Nightlife in the new normal
Remote work shifts the entertainment balance

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Tatiana Cirisano and Perry Gresham

January 2023

Apple TV

Netflix

twitter

Coronavirus pandemic work patterns are now ingrained in the United States, where 42% of consumers work from home and a fifth are hybrid workers. In the ‘new normal’, home workers spend less time on...

Audiobook consumer profile
Following in podcasts’ footsteps

Annie Langston

January 2023

Apple

Spotify

YouTube

The audiobook market is at an important stage of its evolution. Similar to podcasts, the niche format is trying to grow amid heightened competition for consumers’ time and attention, while the looming...

The great movie reset
How films can drive higher income spending in video

Tim Mulligan

December 2022

Apple

Video

Amazon

The role of film in popular culture and the evolution of video streaming has reached an inflection point. After the near death of the box office in 2020, and the subsequent shattering of the box office...

Podcast market value chain
The next investment is the listeners

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Annie Langston

October 2022

creators

Apple

Spotify

Investments from major audience platforms in audio infrastructure, such as hosting platforms and advertising, kickstarted the growth of the podcast market. With the basic infrastructure now in place, it...

The shift indoors
Entertainment audiences’ search for the affordable and the meaningful

Hanna Kahlert

September 2022

Apple TV

Netflix

Disney

The Covid-19 entertainment boom is over; we are now in a highly competitive attention recession characterised largely by the attention inflation driven from accelerating rates of multitasking. This is...

Hybrid shock
How ads will change SVOD

Tim Mulligan

August 2022

Video

Amazon

Apple TV

The combined effects of market saturation for subscription video on demand (SVOD) alongside a growing cost-of-living crisis are forcing pureplay SVOD services to modify their ad-free propositions. Disney-owned...

Podcast monetisation and remuneration
Balancing creator and platform needs

Cover image for Podcast monetisation and remuneration

Annie Langston

August 2022

creators

Apple

Spotify

Audio platforms traditionally monetise through advertising and, to a lesser degree, listener subscriptions. However, with the rise of the creator economy and more creators entering the podcast space, platforms...

Attention recession impacts on D2C growth

Richard Broadhurst

July 2022

Subscriptions

Streaming

Spotify

Weekly active user (WAU) penetration for the top streaming services is now slowing with quarter-on-quarter growth effectively flat for the leading subscription video on demand (SVOD) services. Peak attention...

Audio consumption
The entertainment aficionado opportunity

Annie Langston

May 2022

Spotify

Amazon

google

Streaming platforms are continuing their investment in podcasting despite relatively slow adoption from listeners. Identifying enthusiastic consumer segments will be crucial to accelerating audience growth....

Video discovery
The new streaming battleground

Tim Mulligan

January 2022

Video

discovery

Amazon

Now that video streaming consumer activity is mainstream (Netflix WAU is currently at 59%), the challenge is for video to maintain its dominance over competing media formats. At the heart of all this is...

Consolidation and retention
How D2C is now driving video M&A strategy

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Tim Mulligan

November 2021

Apple

Video

Amazon

The D2C big bang moment of 2019/2020 opened up a new offensive front for media majors as they competed with the communications and tech majors for streaming audience market share, which was previously...

The rise of the silver streamer
55+ demographic reshapes video streaming

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Tim Mulligan

April 2021

Video

Amazon

2020 brought video streaming into the mainstream, resulting in an aging consumer base as later adopters embraced the digital-first behaviour. With binge viewing typically occurring at the start of on-demand...

The Great Reaggregation
Lockdown, Demand and Consolidation

Tim Mulligan

January 2021

Video

Amazon

COVID-19 removed the constraints imposed by peak attention, leading to a surge in home-based entertainment consumption and streaming adoption. Fortuitous timing, enforced home working and the end of the...

Cultural Trends in 2021
Navigating a New Normal

Hanna Kahlert

December 2020

Apple

Spotify

Behaviours under coronavirus-driven lockdowns accelerated underlying digital consumption trends. Remote working and ongoing restrictions mean streaming behaviour is up across formats and demographics at...

Reports: Apple TV