business strategy blog by MIDiA Research

Blog: business strategy

Microsoft sets the scene for regulator scrutiny around Activision deal

Blog post by Karol Severin

10 Feb 2022

Brad Smith, president and vice chair at Microsoft, published a post on Microsoft’s website yesterday , outlining the company’s new Open App Store principles and addressing key questions around exclusivity...

Why the market has already solved the Danish “Netflix tax” local content focus

Blog post by Tim Mulligan

8 Feb 2022

localisation

local content

Danish law

A planned piece of legislation being introduced by Denmark is poised to have a wide-ranging impact on the future of localised streaming content. The so-called “Netflix tax” will be levied upon the...

The ‘attention recession’ just showed its teeth to Facebook – and took a $200bn bite

Blog post by Karol Severin

3 Feb 2022

facebook

ABC’s local news commitment adds to the building momentum of news streaming

Blog post by Tim Mulligan

1 Feb 2022

Online video

news

ABC News

ABC, a US broadcast subsidiary of Disney, is launching new live local news streaming channels from its existing broadcast station in a number of major local markets within the US. The new channels range...

The games video opportunity for games companies

Blog post by Karol Severin

27 Jan 2022

games video

games streamers

video creators

Traditionally, games companies predominantly used games video for marketing purposes. This made perfect sense in the era of unit sales and early-adoption stages of games-related video. Today, 30% of console...

Why it is becoming more difficult to acquire video subscribers for Netflix in 2022

Blog post by Tim Mulligan

25 Jan 2022

Online video

Netflix Q4 21 earnings

netflix

Last Thursday’s Q4 earnings result for Netflix was badly received. This was despite the strong financial results, which announced that the year-on-year revenues were up by 19.2%, reaching $29.5 billion...

Why Instagram is climbing aboard the subscription bandwagon

Blog post by Ashleigh Millar

21 Jan 2022

instagram

subscriptions

patreon

Meta has announced that, following the success that came from its ‘fan subscriptions’ (now called ‘Subscriptions’) trial in June 2020, it will be testing the subscription model on Instagram via...

Acquiring Activision is Microsoft’s big bang in games

Blog post by Karol Severin

19 Jan 2022

acquisitions

m&a

Microsoft

Only last week we wrote about Take-Two acquiring Zynga for $12.7 billion in what was the largest games acquisition in history. But that was last week. This week, that record is beaten more than five-fold,...

Music subscriber market shares Q2 2021

Blog post by Mark Mulligan

18 Jan 2022

subscriber market shares

streaming market shares

market shares

MIDiA’s annual music subscriber market shares report is now available here (see below for more details of the report). Here are some of the key findings. The global base of music subscribers continues...

Time for diversification for Take-Two as it bids to acquire Zynga

Blog post by Karol Severin

12 Jan 2022

take two interactive

Zynga

acquisition

Take-Two Interactive announced an acquisition deal to buy Zynga (pending a 45-day shopping window for Zynga) for $12.7billion. The deal Who got a great deal? It depends on who you ask. It worked out well...

Reaggregation versus siloing in 2022

Blog post by Tim Mulligan

11 Jan 2022

Service balkanisation

reaggregation

Siloing

Video in 2022 is going to be shaped by several key trends. On the service side, consolidating the content appeal of subscription video on demand (SVOD) and advertising video on demand (AVOD) through effectively...

Major label revenue surged in 2021, but what does that mean?

Blog post by Mark Mulligan

7 Jan 2022

Major labels

streaming

music revenues

Major label revenue surged in 2021, but what does that mean? 2021 was an anomalous year for the recorded music market. Two of the majors did an IPO, the pandemic continued to disrupt the marketplace,...

Ubisoft+ is coming to Xbox as shifts in distribution continue

Blog post by Karol Severin

6 Jan 2022

Ubisoft

xbox

games distribution

Ubisoft has announced that its subscription service Ubisoft+, currently available on PC, will come to Xbox in the future. It will also make its upcoming title Rainbox Six Exploration available on Xbox...

The key strategic drivers that will shape D2C video in 2022

Blog post by Tim Mulligan

4 Jan 2022

golf

d2c

Video D2C

We are one week away from the Hybrid Futures | MIDiA 2022 Predictions Webinar ,where the MIDiA Research team will be going through the big trends that are sweeping across digital entertainment in 2022....

Is CNN+ an idea ahead or behind the video D2C times?

Blog post by Tim Mulligan

21 Dec 2021

Online video

Video

business strategy

International news network CNN looks like it finally has a launch date for its direct-to-consumer (D2C) subscription service CNN+. According to Bloomberg , the D2C service is due to launch in March at...

2022 MIDiA predictions: the year of the creator

Blog post by Mark Mulligan

20 Dec 2021

midia predictions

MIDiA Research Predictions

Media and Marketing

With 2021 nearly behind us, and 2022 fast approaching, it is that of year for the MIDiA predictions report. We have been publishing our predictions reports since 2016, and apart from being good fun to...

What BandLab and Bruce Springsteen tell us about the music business at the end of 2021

Blog post by Mark Mulligan

17 Dec 2021

music catalogues

creator tools

creator economy

2021 was another year in which capital continued to flow into the music business at pace. Two deals that got over the line before year end have shone an interesting light on the differing strategies that...

Why DAZN needs to use its new LaLiga rights to invest in global sports fandom

Blog post by Tim Mulligan

14 Dec 2021

DAZN

LaLiga

post-broadcast sports

Yesterday saw OTT sports service DAZN announce that it had been awarded the local broadcast rights to LaLiga matches over the next five seasons, from 2022 to 2027. The deal, which is worth €4.95 billion...

PlayStation Plus overhaul: a defensive catch-up move, or foundation for growth offensive?

Blog post by Karol Severin

9 Dec 2021

Playstation

xbox game pass

games subscriptions

According to Bloomberg citing people familiar with the matter, Sony plans to weave PlayStation Now (its on-demand games streaming offering) into PlayStation Plus (subscription necessary to access multiplayer...

Hayu’s arrival in India means a reality check for the reality genre

Blog post by Tim Mulligan

7 Dec 2021

Hayu

NBCUniversal

Keeping Up With the Kardashians

Hayu , the reality TV niche SVOD service, launches in India on Thursday. Its parent company, NBCUniversal, has decided to make the 1.3 billion strong market the 28thterritory in which Hayu is now available....

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