Disney Reports from MIDiA Research

Video discovery
The new streaming battleground

Tim Mulligan

January 2022

Video

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...

Fandom drivers
From fan psychology to NFT demand

Mark Mulligan, Karol Severin, Srishti Das and Tatiana Cirisano

January 2022

superfan

Spotify

merchandise

Fandom is entertainment’s growth currency, yet it remains both under-valued and poorly understood. While other entertainment currencies can be accurately measured (number of streams, number of sales,...

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

Cover image for Consolidation and retention

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 four key cultural trends transforming digital entertainment in 2021 and beyond

Hanna Kahlert

August 2021

Marketing

live

Amazon

The effect of streaming on entertainment is not new, but as we move into the era of mainstream vaccinations, the shifts in streaming-driven consumer behaviour over the last year and a half will drive fundamental...

The changing context of consumption
Emerging consumer trends in a re-saturated attention economy

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Hanna Kahlert

July 2021

Spotify

Amazon

Netflix

Rampant attention competition has driven changes in entertainment consumption itself, exacerbated by the last year’s attention boom. Quality of attention and quantity of attention are increasingly differentiated,...

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...

Digital consumption habits
How tomorrow’s audiences will reshape entertainment

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Hanna Kahlert

March 2021

Streaming

discovery

Digital-first access has shaped mainstream consumption, but for digital natives, it has also shaped their core behaviours. Music consumption is now fragmented across artists, becoming a personalised, anytime...

Q4 2020 US D2C deep dive
An attention recession looms

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Tim Mulligan

February 2021

Video

Netflix

The US market is starting to see initial signs of fatigue as the D2C disruptors begin to reduce monthly user engagement among the three dominant incumbent subscription video on demand services. Netflix,...

2020 in review
Lockdown legacy impacts on entertainment

Hanna Kahlert

February 2021

Streaming

Netflix

Digital connections have filled the void left by real-world activities, globalising culture and experience. Yet this comes at the cost of deepening divides in trust and perspective. Changing economic circumstances...

Media consumption
Lockdown’s attention boom

Mark Mulligan

February 2021

Consumer Behaviour

Spotify

2020 was a year like no other. With large swathes of the population confined to their homes for portions of the year, audiences had more time on their hands and more money in their pockets. These conditions...

Sports audiences
The Gen Z opportunity

Alistair Taylor

February 2021

Apple

Spotify

Digital natives are more likely to consume non-live sports than older, traditional sports fans, which presents rights holders and broadcasters with untapped potential for monetisation by harnessing and...

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...

The Roaring Sporting 20s
India Leads the Way in Innovation and Engagement

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Tim Mulligan, Alistair Taylor and Srishti Das

January 2021

Video

Disney

Touted as the home of the next billion online consumers, India’s rapid adoption of digital media services has been driven by the explosion in smartphone adoption over the last few years. While per capita...

Broken Windows
How Streaming Is Redefining the Movie Proposition

Tim Mulligan

December 2020

Video

Amazon

Netflix

COVID-19 significantly reduced theatrical movie releases and has necessitated a shift to streaming premiers for studios, especially those with recently launched direct-to-consumer services. While Disney...

Sports Rights
The Great Reset

Alistair Taylor

December 2020

Spotify

Video

COVID-19 exposed live entertainment as a vulnerable asset class during a global health crisis, rendering services overly reliant on live sports broadcasts as primary churn candidates. A major overhaul...

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...

2021 Predictions
The Year of the Immersive Web

Mark Mulligan, Tim Mulligan, Karol Severin, Alistair Taylor and Hanna Kahlert

November 2020

Spotify

discovery

In this report MIDiA Research analysts present their predictions for what will be the big trends in digital media and tech across music, video, brands, marketing, games and sports in 2021 and beyond. Key...

Next-Generation Consoles
PS5 Starts in Pole Position

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Karol Severin

November 2020

YouTube

Amazon

xbox

The winter holiday season has always been important for next-generation console launches, but this one is different. Negative effects of the current recession will intensify, engagement will be less predictable...

Post-Pandemic Programming
Surviving and Thriving in the Recession

Cover image for Post-Pandemic Programming

Mark Mulligan, Tim Mulligan, Karol Severin, Alistair Taylor, Keith Jopling and Hanna Kahlert

September 2020

Apple

live

COVID-19 caused dislocation and disruption to the global entertainment business. Now, the recession and the prospect of further pandemic peaks have created an unprecedented outlook for entertainment companies....

Recovery Economics
Post-Lockdown Sports

Alistair Taylor

August 2020

Disney

Comcast

Sky

As live sports resume following the coronavirus crisis lockdowns, the long-term impact of sports’ mass hiatus will be substantial. An activity gap created a void state for consumers, freeing up previously...

Reports: Disney