Reports: d2c

Browse all of our reports, featuring our analysts' expert insights and analysis of audience segmentation, emerging trends and technologies, value chains, market shares, predictions and more – backed by our proprietary survey data and bespoke models & forecasts. Become a subscriber to get new ones every month, or just pick one to get started.

Music merchandise demand
Who, what, and where

Cover image for Music merchandise demand

Tatiana Cirisano

October 2024

Consumer behaviour

cds

Spotify

The music merchandise market has transformed, with significantly more artists selling merch and more product variety than ever before. The traditional line between “hard” and “soft” merch is blurring...

From video hardware to entertainment hardware
The gamer opportunity for smart TVs

Cover image for From video hardware to entertainment hardware

Tim Mulligan

November 2022

Video

smart tvs

SVOD

Smart-TV-owning gamers skew older and combine increased consumption spend with an increased willingness to pay for content and entertainment more broadly. Smart-TV owners over-index for games consumption...

The streaming retention revolution
Content is king, distribution is queen, but retention is revolutionary

Cover image for The streaming retention revolution

Tim Mulligan

June 2022

Video

smart tvs

SVOD

With video streaming transitioning into mainstream TV consumption, we have moved into the era of streaming TV. As a result, the early focus on gaining subscribers is making way for the rising challenge...

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

Cover image for The rise of the silver streamer

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...

Q3 2020 US AVOD Consumer Deep Dive
The Roku Channel, Pluto TV, Tubi TV and IMDb TV

Cover image for Q3 2020 US AVOD Consumer Deep Dive

Tim Mulligan

November 2020

Video

Amazon

Ad-supported video on demand (AVOD) continues to lag behind subscription video on demand (SVOD) in a US market still heavily focused on paid subscriptions. AVOD weekly active engagement grew steadily in...

D2C 2020
Media, Tech and Communications Majors Go Head to Head

Tim Mulligan

April 2020

Italy

The current division between the new video D2C entrants of 2019/2020 has revealed a strategic split between those that are leveraging established distribution advantages versus those focused on monetising...

COVID-19 and the Vulnerability of Pure Play Sports Streaming Services

Alistair Taylor

April 2020

Subscriptions

The postponement of annual competitions and major quadrennial events has highlighted just how heavily pay-TV and sport-centric streaming services’ value propositions rely on live sports. Filling schedules...

Awareness and Demand Indicators for Disney+ versus Apple TV+

Tim Mulligan

February 2020

Apple

Apple TV

Disney

Awareness and Demand Indicators for Disney+ versus Apple TV+ in Q4 2019 / Q1 2020 On November 1st 2019 Apple TV+ launched, followed by Disney+ on November 12th. Both services represent flagship direct-to-consumer...

Building Show Fandom in the Streaming Era

Tim Mulligan

February 2020

Apple

Spotify

Marketing

The direct-to-consumer (D2C) video big bang moment is getting into stride, with Peacock and HBO Max following Apple TV+ and Disney+ into the already-congested video streaming marketplace. TV show marketing...

TV Network Rankings
Brand Equity and the Weaponisation of Originals

Amanda Stears

November 2019

YouTube

The big streaming networks Netflix and Amazon have become the powerhouses of video brand equity by simultaneously weaponising TV shows as acquisition tools and assimilating the brands of traditional networks...