Business Strategy blog by MIDiA Research

Blog: Business Strategy

Read our latest daily deep-dives, hot takes, and exciting updates about the digital entertainment world. Check out your favourite analyst, or search by coverage – games, video, music, audio, media & marketing, or critical developments for all.

Streaming’s problems will not be fixed by royalties alone

Cover image for Streaming’s problems will not be fixed by royalties alone

Blog post by Mark Mulligan

15 Sep 2023

Streaming Music

Music Streaming

Streaming Royalties

UMG and Deezer’s artist-centric royalty proposal got the amount of attention both parties probably wanted , if not necessarily the type of attention they were after. However, the intent was to kick start...

Unity’s pricing is a symptom, not the cause of tougher times ahead for the games industry

Cover image for Unity’s pricing is a symptom, not the cause of tougher times ahead for the games industry

Blog post by Karol Severin

14 Sep 2023

game developers

Earlier this week, Unity announced that from 2024 it will start charging developers for the number of downloads / installs of their games. Developers unsurprisingly threw their proverbial toys out of the...

Niche is the way forward: DSP’s need function, not features

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Blog post by Hanna Kahlert

14 Sep 2023

It has never been easier to become a music creator. But, it has arguably never been harder to remain one as a full-time career. There are a whole host of reasons behind this, not least of which is a streaming...

Cannibalisation is inevitable for YouTube as the attention economy bites

Cover image for Cannibalisation is inevitable for YouTube as the attention economy bites

Blog post by Ben Woods

13 Sep 2023

When YouTube launched Shorts in 2021, the social video platform was knowingly risking de-stabilising its core business. The rationale behind launching a short-form video offer was that the risk of not...

As Sam Ryder cuts to the chase, the question is do all artists become indie?

Cover image for As Sam Ryder cuts to the chase, the question is do all artists become indie?

Blog post by Keith Jopling

7 Sep 2023

creator economy

Like everyone, I have a basket of core artists I am a dedicated fan of. But there is a wider group of artists I follow and am always intrigued about, both musically and in terms of their career trajectory....

How to make artist centric artist centric

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Blog post by Mark Mulligan

6 Sep 2023

Streaming Royalties

Music Streaming

Music Royalties

Deezer and UMG announced a major (in both senses of the word) shake up of streaming music royalties. This is arguably the biggest streaming market development in years, as it will set the tone for market-wide...

Misaligned incentives make the music business a zero-sum game

Cover image for Misaligned incentives make the music business a zero-sum game

Blog post by Tatiana Cirisano

17 Aug 2023

streaming services

“Pop Stars Aren’t Popping Like They Used To”, Billboard ’s Elias Leight writes in a recent article, in which record label executives stress over the struggle to break new artists. The article (or...

Alex Cooper’s new podcast network questions her future at Spotify and fuels competition for creators

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Blog post by Annie Langston

16 Aug 2023

Call Her Daddy’s Alex Cooper has launched her own podcast network. A subsidiary of Trending , the media company Cooper launched earlier this year, The Unwell Network is targeting Gen Z audiences. In...

For Sony's games division, add-on content is the one to watch

Cover image for For Sony's games division, add-on content is the one to watch

Blog post by Karol Severin

16 Aug 2023

in-game monetisation

Sony reported its Q1 FY2023 results last week. The Gaming & Network Services (G&NS) segment was up 27.8% on last year. At the same time, however, operating income was down 6.83%. This segment had...

Why streaming and AI disruption is unlikely to have a Hollywood ending

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Blog post by Tim Mulligan

8 Aug 2023

With the writers’ strike nearing 100 days long, there is still no end in sight to the first industrial dispute of the streaming era. Both the studios and screenwriters met last Friday and failed to reach...

DAZN bets on sports streaming future being driven by fandom

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Blog post by Ben Woods

3 Aug 2023

The streaming-TV industry has an engagement question to answer. Of late, the dominant services have been preoccupied with soothing investor concerns over the impact of the cost-of-living crisis on subscriptions....

Spotify’s Q2 podcast financials: Things may get worse before they get better

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Blog post by Annie Langston

2 Aug 2023

Spotify’s Q2 earnings are a mixed bag for its podcast business. On one hand, monthly active users (MAUs) grew to 551 million, with 10 million new premium subscribers (bringing that total to 220 million),...

Why managing Disney’s streaming transition requires leadership in depth

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Blog post by Tim Mulligan

1 Aug 2023

2023 was supposed to be about the 100thanniversary of the Walt Disney Company and the celebration of a media major driving streaming and intellectual property (IP) innovation. Instead, it has become a...

The X rebrand is Twitter’s Meta moment… but there’s already a Meta

Cover image for The X rebrand is Twitter’s Meta moment… but there’s already a Meta

Blog post by Hanna Kahlert

26 Jul 2023

Meta’s launch of Threads has been the biggest challenger to Twitter’s social standing to date, with record-breaking uptake in its first weekend. However, Twitter still had an edge: an online culture...

Competing in the live service games sector is about to get really difficult

Cover image for Competing in the live service games sector is about to get really difficult

Blog post by Karol Severin

25 Jul 2023

live service games

saturated landscape

With the advent of in-game purchases, live service games have gradually become an important fuel of the games industry’s growth. Their sheer success and the appeal of the business model have understandably...

Making sense of global music forecasts

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Blog post by Mark Mulligan

20 Jul 2023

music forecasts

streaming music forecasts

streamign music revenues

MIDiA has been building global music forecasts for nearly a decade now, and I personally have been building them for nearly two decades. Throughout those years there have been many calls for the numbers...

Microsoft’s big win against the FTC

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Blog post by Karol Severin

13 Jul 2023

Activision Blizzard

Microsoft has won its case against the FTC’s motion for a preliminary injunction to halt or terminate the deal. There is still an ongoing antitrust case by the FTC against Microsoft, but now the acquisition...

We asked, you answered: Will Spotify renew Joe Rogan’s contract?

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Blog post by Annie Langston

12 Jul 2023

Last week, MIDiA polled readers on their predictionsfor the future of Joe Rogan’s Spotify contract. Signed to Spotify in 2020 for reportedly over $200 million, Rogan helped cement the platform’s audio...

The future is interoperability: Why Threads could beat Twitter through the Fediverse

Cover image for The future is interoperability: Why Threads could beat Twitter through the Fediverse

Blog post by Hanna Kahlert

12 Jul 2023

While Elon Musk has been posturing public beef with Mark Zuckerberg (challenging him to a cage match, practicing with former MMA champions, public callouts on Twitter, requesting very personal measurements),...

Spatial computing meets capability reality as Apple drives its format innovation rollout

Cover image for Spatial computing meets capability reality as Apple drives its format innovation rollout

Blog post by Tim Mulligan

6 Jul 2023

spatial computing

Reports are emerging that Apple is being forced to make major production forecast cuts to its Vision Pro spatial computing headset as a result of design complexities (due to lack of OEM partner capacity...

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