Product Strategy | MIDiA Research

Oracle and Walmart re-emerge to take on the future of a US TikTok

Hanna Kahlert

22 Sep 2020

Since the announced US ban of ByteDance and WeChat in August, the future of the widely popular short-form social video app TikTok has been murky and vaguely chaotic. Two weeks ago, Microsoft and Walmart...

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MIDiA Research Artist Survey Q2 2020

Mark Mulligan and Keith Jopling

September 2020

independent artists

Music

charts

This deck presents findings from MIDiA's Q2 2020 survey of music artists, assessing the impact on their careers in the wake of the coronavirus. It consists of 13 charts/graphs/table slides. The full...

Music Subscriber Market Shares 4.0
Subscriptions Decouple from Revenue

Cover image for Music Subscriber Market Shares 4.0

Mark Mulligan

September 2020

Subscriptions

Streaming

Music Subscriptions

This report presents key figures from MIDiA’s global music subscriber market shares model. The full dataset is published alongside this report with quarterly data from Q4 2015 to Q1 2020 and annual label...

Verizon Media announces platform to ‘evolve’ live streaming experience

Alistair Taylor

16 Sep 2020

Verizon

Verzion Media

Verizon Fios

Verizon Media announced a series of new Media Platform improvements in a press release today (16th September), intended to ‘evolve the live streaming experience’. These features are all aimed at increasing...

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Mulan – a tale of international compromise leaving no one satisfied

Tim Mulligan

14 Sep 2020

Online video

Mulan

Disney

A year unlike any other continues to throw curveballs at media companies with strong digital and international footprints. The live-action remake of the popular 90’s Disney animation Mulan has been 10...

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DAZN financials: Growth reliant on premium domestic rights

Alistair Taylor

14 Sep 2020

DAZN

DAZN Group

Perform

DAZN’s 2018 financials highlighted the difficulty of encouraging a transition to consume live sports digitally with its existing portfolio of rights. DAZN has not yet released its 2019 financials, but...

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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....

Is it time for the music industry to rethink how it wants to participate in the gaming opportunity?

Karol Severin

4 Sep 2020

music industry

Gaming

cross-entertainment strategy

Music consumption, particularly in the West, is commoditised. Transforming from the economies of ownership to access and the removal of production and distribution barriers led to the devaluation of, not...

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Wanda Sports Group’s financials highlight long-term impact of live hiatus

Alistair Taylor

3 Sep 2020

sports fans

covid

live sports

Wanda Sports Group’s (WSG) Q2 financials highlight a significant decline in revenues on account of “the broad effects of COVID-19 mitigation efforts”. WSG reported a second successive quarter of...

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Can LiveScore learn valuable lessons from Eleven Sports’ UK failings?

Alistair Taylor

24 Aug 2020

streaming service

LiveScore

OTT

Streaming insurgent LiveScore launched its first ever over-the-top (OTT), ad-supported direct-to-consumer (D2C) streaming proposition in the UK back in June, harbouring a similar rights portfolio to that...

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Epic Games takes on the media giants in #freefortnite fiasco

Karol Severin

21 Aug 2020

Fortnite

Epic Games

Apple

Conflict between the gaming world and the tech giants erupted last Thursday, with Fortnite being removed from the App Store and Play Store, two lawsuits being registered, and a (niche) viral outbreak of...

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Spotify Q2 2020 Earnings
In the Shadow of COVID

Cover image for Spotify Q2 2020 Earnings

Mark Mulligan

August 2020

Subscriptions

Streaming

Streaming Music

Spotify’s share price grew strongly in June 2020, with the markets responding positively to its podcast investments. However, while that increase was sustained throughout July, by mid-August the share...

Business Strategy