Product Strategy | MIDiA Research

Why Netflix is now the canary in the peak streaming coal mine

Tim Mulligan

5 May 2021

After 10 years of uninterrupted growth, culminating in the entertainment bonanza of the great lockdown of 2020, Netflix is now post-growth after missing Q1 subscriber targets. Cue a 10% fall in Netflix’s...

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Monetising Fandom
Unlocking growth beyond games

Karol Severin

April 2021

Free Report

digital content

Games

cross-entertainment strategy

Beyond gaming to cross-entertainment partnerships webinar slides - 22-04-2021

What does it mean to 'fix streaming'?

Keith Jopling

19 Apr 2021

Streaming

Strategy

Music

When I wrote a blog for MIDIA in January 2020 I first coined the term the “ Song Economy ”. At the time I saw it as a good thing - a major growth driver for the music industry to increase the value...

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Why is D2C okay for HBO, but not Manchester United?

Tim Mulligan

19 Apr 2021

Streaming

The Super League

Video

A decade-long threat from Europe’s wealthiest football clubs to break away and form a league of its own has finally become a reality with the announcement of the formation of the Super League.AC Milan,...

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The music industry’s centre of gravity is shifting

Mark Mulligan

16 Apr 2021

Creator tools

music industry investment

music investment

Regular readers will know that MIDiA has been analysing the creator tool space for some time now and building the case for why the changes that are taking place will be transformational not just for the...

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MUSIC & GAMING: A NEW WAY TO PLAY

Dara Jegede

13 Apr 2021

live streaming

monetizing fandom

Music

MUSIC & GAMING: A NEW WAY TO PLAY New report explores how music companies and creators should rethink building and monetising fandom LONDON—Tuesday, April 13, 2021: MIDiA Research, in partnership...

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Assessing the streaming opportunity: You’re doing it wrong

Mark Mulligan

9 Apr 2021

TAM

SAM

SOM

Buoyed by lockdown, streaming enjoyed another strong year in 2020, up 17.1% on 2019 according to MIDiA’s recorded music market shares report . But the revenue slowdown will come in 2021, driven by the...

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Why games companies need to take Apple’s Arcade expansion seriously

Karol Severin

9 Apr 2021

Apple

apple arcade

Games industry

Apple announced a significant expansion of Apple Arcade last week, including more than 180 new games across three new games categories: ‘Timeless Classics’, ‘App Store Greats’ and ‘New Arcade...

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Getting serious about esports
Identifying off-season digital engagement opportunities for sports

Cover image for Getting serious about esports

Alistair Taylor

March 2021

Games

Yahoo

esports

COVID-19 has expedited the need for rights holders and teams to generate digital engagement beyond the pure play live broadcast. Games and esports became big attention economy winners during the early...

Microsoft’s interest in Discord confirms MIDiA’s prediction

Karol Severin

31 Mar 2021

acquisition

Microsoft

Discord

In November 2020, we wrote the below in our annual predictions report . “Upping gaming experiences via ‘infrastructural acquisitions’: As non-gaming entertainment increasingly embeds in games, companies...

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D-Day for sports has finally arrived (…in Italy)

Tim Mulligan

29 Mar 2021

sports rights

live sports

DAZN

Last Friday the sporting world moved one pivotal step closer to a streaming-first future. Sports video subscription service DAZN has now secured the rights to broadcast all Serie A matches for the next...

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Addison Rae will not be owned: The pitfalls of the major label business model

Kriss Thakrar

25 Mar 2021

Major labels

TikTok

independent artists

TikTok stars are rejecting major labels. It is no secret that major labels are being outpaced by independent artists in the overall market. Addison Rae has a combined following of over 100 million between...

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IFPI confirms global recorded music revenue growth

Mark Mulligan

23 Mar 2021

Music

Business Strategy

Last week MIDiA reported that recorded music revenues grew by 7% in 2020. Today the IFPI confirmed that figure, reporting 7.4% growth. (Similarly, the IFPI reported 19.9% growth for streaming, MIDiA had...

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The billion-dollar content play: Why Amazon is intentionally overpaying for its NFL rights

Tim Mulligan

22 Mar 2021

SVOD

Sports content

sports rights

Last Thursday , the sports ecosystem breathed a collective sigh of relief. The NFL, the world’s most valuable sports league, secured an 11-year broadcast deal worth a staggering $100 billion. This huge...

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Recorded music revenues hit $23.1 billion in 2020, with artists direct the winners – again

Mark Mulligan

15 Mar 2021

Recorded music revenue 2020

musc revenues 2020

label market shares 2020

The global pandemic caused widespread disruption to the music business, in particular decimating the live business and impacting publisher public performance royalties. Although the recorded music business...

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Native Instruments and iZotope: creator tools major in the making

Mark Mulligan

11 Mar 2021

Music

Business Strategy

At the start of the year private equity firm Francisco Partners acquired a majority stake in creator tools stalwart Native Instruments. It always looked like it was going to be the start of something big...

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Disney+ at 100 million: The second shockwave of the D2C big bang moment has begun

Tim Mulligan

10 Mar 2021

Disney+

Disney

D2C Shockwave

At its annual shareholder meeting yesterday, Disney announced that Disney+ had reached the 100 million subscriber mark in the 16 months since it first launched. For comparison, global subscription video...

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Smaller independents and artists direct grew fastest in 2020

Mark Mulligan

1 Mar 2021

Spotify

Streaming Music

independent labels

Last year we identified a small but crucial metric from Spotify’s annual report: the share of all streams accounted for by majors and independent licensing body Merlin. It was crucial because it enabled...

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Spotify Q4 2020 earnings
ARPU pays the price for growth

Cover image for Spotify Q4 2020 earnings

Mark Mulligan

February 2021

Subscriptions

Streaming

Streaming Music

In 2020 Spotify accelerated the growth of its total user base, with emerging markets playing a key role. However, revenue increases became decoupled from user growth across all categories, resulting in...

Paramount + gets ready to compete outside the traditional video streaming lane

Tim Mulligan

25 Feb 2021

paramount plus

d2c

Yesterday was a big day for ViacomCBS. The year of integration and uncertainty following the merger of Viacom and CBS in December 2019 has finally ended. The core rationale behind both key constituents...

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