Product Strategy | MIDiA Research

Beyond broadcast
How digital natives will reboot sports content monetisation

Srishti Das

October 2021

Video

Amazon

Global broadcast deals are being renegotiated in the context of expiring rights, evolving digitally native, younger audience engagement and increased competition for attention. With only 6% of 16-19-year-olds...

Why HBO Max needs to invest in the new global hit model

Tim Mulligan

26 Oct 2021

SVOD

HBO Max

d2c

Last week, the AT&T Q3 earnings announcement revealed that HBO Max has now reached 69.4 million subscribers (up 12.5 million from last year, and up 1.9 million from the previous quarter). Today, HBO...

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EA’s exclusive FIFA license is under threat as games go cross-entertainment

Karol Severin

22 Oct 2021

FIFA

EA

football

Last week it was reported that FIFA and EA are at an impasse regarding the renewal negotiations of an exclusive license deal. EA stated that it is considering renaming its flagship football title, while...

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Quick take: What the Apple event’s creator focus means for lean-in entertainment

Hanna Kahlert

21 Oct 2021

creator tools

apple event

mainstream

The October 18th Apple event –for all its usual showmanship – did not have anything hugely innovative to unveil. New colours of the Apple HomePod, a new tier of AirPods, and the return of MagSafe charging,...

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Is Wall Street starting to curb its D2C enthusiasm?

Tim Mulligan

20 Oct 2021

Online video

Video

Business Strategy

On Monday, media major Disney received a Wall Street downgrade from a Barclays investment analyst who cited the growing challenge of creating new Disney+ originals with the same “ franchise value or...

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Live streaming’s second growth phase

Mark Mulligan

6 Oct 2021

live streaming

live streamed concerts

virtual concerts

Live streaming erupted in 2020 in the wake of the pandemic. As the year progressed, the market transformed rapidly from a bunch of bands playing guitar in their bedrooms to highly produced, ticketed shows...

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Is live-stream composition the new formula for a hit album?

Ashleigh Millar

1 Oct 2021

TikTok

live streaming

songwriters

We are no stranger to TikTok and its impact on the music industry, which is changing the structure of the business one viral video at a time. Artists and composers are flocking to the innovative social...

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Creator TAMs: a new way to assess the creator economy

Mark Mulligan

1 Oct 2021

creator tools

Music

Business Strategy

The music creator tools space is undergoing a change that is simultaneously renaissance and transformation. The creator culture boom has driven an unprecedented degree of investment and investor interest....

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Smart home
Smart devices are winning the battle for the future of TV

Tim Mulligan

September 2021

Video

smart tvs

VOD

The unbundling of TV consumption is catalysing the smart home, with media streamers and smart TVs driving adoption and engagement. The smart home entertainment ecosystem will expand due to smart devices...

What YouTube TV’s stand-off with NBCU reveals about phase 2 of D2C disruption

Tim Mulligan

29 Sep 2021

SVOD

d2c

YouTube TV

YouTube TV’s stand-off with NBCU is approaching decision-making time, as tomorrow, September 30th, is the cut-off point for the streaming platform to meet the distribution terms of NBCU. If no agreement...

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Why digital fandom has outgrown the Emmys

Tim Mulligan

22 Sep 2021

Emmys

Digital Survivalism

Media Fusion

With the progressive move back into in real life (IRL) following mass global Covid vaccinations, hyped-up in-person award ceremonies have returned to business as usual in 2021. This Sunday the Emmys was...

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UMG’s buoyant stock debut is a new chapter for the music business

Mark Mulligan

22 Sep 2021

Music

Business Strategy

Universal Music Group (UMG) had an extremely positive first day of trading as a standalone entity, with shares at one stage trading 35% up from their reference point and making the market cap leap to $55...

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‘Middle class’ artists need niche, not scale

Mark Mulligan

17 Sep 2021

Music

Business Strategy

Streaming continues to grow strongly, as evidenced by the 28% growth reported by the RIAA for H1 2021 in the US . Everything looks great for the build-up to the impeding Universal Music Group (UMG) IPO....

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Axing exclusive music licenses in China will drive new local music cultures

Srishti Das

15 Sep 2021

China

emerging markets

Tencent

As a result of the new guidelines set out by the Cyberspace Administration of China (CAC), record labels are no longer allowed to issue exclusive licenses to music services. Previously, music services...

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Why sport star fandom is disrupting the traditionally broadcast-focused world of sports

Tim Mulligan

14 Sep 2021

Ronaldo

Sports Superstars

Manchester United

Saturday September 11thwas a big day for English footballing giant, Manchester United. The team that dominated the top flight of the most competitive football league in the world for two decades, up to...

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Justice is served…Initial thoughts on the Apple vs. Epic ruling

Karol Severin

14 Sep 2021

Epic Games

Apple

Fortnite

The court ruling in the Apple vs. Epic Games case has taken media headlines by storm. However, given the diversity of narratives around the outcome, it is clear that the ‘winner’, is not exactly clear...

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Could HBO Max disrupt Europe?

Tim Mulligan

10 Sep 2021

SVOD

d2c

HBO Max

On October 26th, HBO Max will establish its European beachhead, which is launching inSweden, Denmark, Norway, Finland, Spain and Andorra. The D2C video service will then roll out in 2022 into Bosnia and...

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Why Real Madrid TV believes that premium sport will thrive in an AVOD environment

Tim Mulligan

1 Sep 2021

AVOD

Real Madrid TV

roku

Why Real Madrid TV believes that premium sport will thrive in an AVOD environment Last week, Roku and Tubi TV announced that Real Madrid TV is being added to their AVOD services. Both the Roku Channel...

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Roblox continues its growth story narrative, but cannot escape the Covid-bounce effect

Karol Severin

20 Aug 2021

Roblox

financial results

earnings

Roblox reported on its Q2 2021 results this week. Indeed, a continuation of the company’s growth story with bookings surpassing $665 million, up 35% year-on-year. On paper, the 127% YoY growth of revenue...

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Does Netflix now need to Disney-fy itself?

Tim Mulligan

18 Aug 2021

Netflix Q2 2021

Netflix

disruption

Q2 2021 has brought global streaming hegemon Netflix up against the irresistible D2C force that is Disney+. Netflix’s 1.5 million net subscriber additions in Q2 contrasted heavily with the 12 million...

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