Reports: Netflix

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.

US SVOD Subscriber Deep Dive
2019

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Tim Mulligan

July 2019

Streaming

Streaming Video

Netflix

In the build-up to the Disney+ launch in November 2019, the US market is dominated by the big five of Netflix (currently number one for paid subscriptions with 60.2 million), Amazon Prime Video, Hulu,...

Netflix After Q2 2019
Post-Peak or Strategic Reset?

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Karol Severin, Tim Mulligan and Amanda Stears

July 2019

Streaming

Streaming Video

Apple TV

With a market capitalisation 122 times its current annual net income, Netflix suddenly finds itself scrambling to justify its price-to-earnings ratio. The July 17th earnings call knocked 11% off the market...

State of the Podcast Nation

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Mark Mulligan

July 2019

Apple

Spotify

Radio

Podcasts are an overnight success many years in the making. Podcasts were first added to Apple’s iTunes ecosystem in 2005, only to then spend a long time in the shadows. Now, however, they occupy the...

Sports and the Tech Majors
A Competitive Partnership

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Alistair Taylor

July 2019

Apple

Video

Amazon

The big gap in streaming video’s content mix has historically been sports. This is now changing through a combination of disruptive challenger sports subscription video on demand (SVOD) services such...

The Games Streaming Subscription Revolution
Meet the Players

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Karol Severin

June 2019

Streaming

Apple

Spotify

Streaming is rewriting the games market rulebook. The games subscription landscape is undergoing foundational changes driven by a growing list of new market entrants including tech majors, telcos, leading...

2019-2021
Emerging New Metrics for Sports Streaming Success

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Alistair Taylor

June 2019

Streaming

Apple

Amazon

The clock is ticking down to 2021 when the major domestic sports rights in the US and the UK will start coming up for renewal. Thus far, pureplay sports streaming video on demand (SVOD) services such as...

Direct to Consumer
Video’s Big Bang Moment

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Tim Mulligan

June 2019

Streaming

Apple

Spotify

2019 marks the biggest shift in the US video market since Netflix’s pivot into streaming in 2007. Apple, Disney and AT&T-owned Warner Media are preparing for their direct-to-consumer (D2C) launches...

Truth and Trust in the Era of Fake News

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Mark Mulligan

May 2019

Apple

Spotify

Deezer

The second half of the 2010s have become a watershed moment for news. The combination of the manipulation of social platforms by political agents, the growing effect of consumers’ personal filter bubbles...

State of the Streaming Nation 3.0
Multi-Paced Growth

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Mark Mulligan

May 2019

Subscriptions

Streaming

Streaming Music

2018 was yet another strong year for streaming music growth, with the leading streaming services consolidating their market shares. Consumer adoption continues to grow but as leading markets mature,...

Sports SVOD Services Deep Dive

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Alistair Taylor

May 2019

Apple

Spotify

Video

Sports-centric subscription video on demand (SVOD) services have entered international markets, looking to capture digital-native audiences from pay-TV and other established SVOD services. Eleven Sports’...

US Cord Cutting Full Year 2018
Streaming Transition Picks Up Pace

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Tim Mulligan

April 2019

US

YouTube

Streaming Video

Cord cutting is now an established component of the US pay-TV landscape, reinforcing the role of the US as the canary in the mine for the global pay-TV business. Cord cutting accelerated in 2018, highlighting...

Streaming Video Consumer Trends Q4 2018
Reaching The Post-Peak Attention Economy

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Alistair Taylor

February 2019

Apple

YouTube

Netflix

With streaming video subscriptions surpassing that of pay-TV in Q1 2018, traditional linear providers are under growing pressure to better understand consumer consumption habits. Pay-TV failed to entice...

Digital Consumer Ad Profiles
Targeting Music and Video Streamers

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Georgia Meyer

January 2019

Spotify

Radio

YouTube

Digital music and video consumers navigate an increasingly nuanced landscape of content formats, from paywalled to ad-supported to social. Levels of engagement with new social formats vary considerably...

Quarterly Digital Content Trends Q4 2018

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Tim Mulligan

January 2019

Spotify

YouTube

Deezer

In this report, we present highlights of content trends from MIDiA’s Quarterly Brand Tracker, a survey fielded each quarter in the US, UK, Canada and Australia. This report explores how consumer behaviour...

Sports Viewing 2018
SVOD Taking Over?

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Alistair Taylor

January 2019

willingness to pay

Spotify

Video

Facing the menacing presence of streaming alternatives, TV networks find themselves under growing pressure to ensure that viewing patterns are strong enough to deliver a return on expensively acquired...

Quarterly Digital Content Trends: Q3 2018

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Zach Fuller

December 2018

Apple

Spotify

Amazon

In this report, we present highlights of content trends from MIDiA’s Quarterly Brand Tracker, a survey fielded in the US, UK, Canada, Mexico, Brazil, Japan, Germany Sweden and Australia. The report explores...

US Cord Cutting Q3 2018
SVOD Users the Driving Force

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Tim Mulligan

December 2018

US

YouTube

Streaming Video

Cord cutting is now a firmly entrenched component of the pay-TV business, especially in the US. Pay-TV providers of all kinds continue to shed subscribers each quarter, all against the backdrop of a continually...

Global Video Forecast 2018–2025

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Tim Mulligan

December 2018

YouTube

Amazon

Streaming Video

2018–2025 will represent an epoch-defining era for video as streaming supplants analogue as the main technology for delivering content to TV audiences. In 2018 streaming video subscriptions already reached...

TV Fandom Q2 2018
SVOD Audiences Become Mainstream

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Alistair Taylor

November 2018

Consumer Behaviour

US

UK

TV fandom underpins viewing across all platforms and territories, but is being reshaped by streaming, with audiences having much greater control over what they watch. This choice-led viewing provides the...

Managing Fandom
Competing For Audience Attention Across Content Formats

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Georgia Meyer

November 2018

digital natives

Netflix

hulu

In the distributed digital landscape audience overlaps are sometimes unexpected and nuanced; the competition for attention goes beyond the simple binary choices of one TV show or another – i.e. video...

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