record labels blog by MIDiA Research

Blog: record labels

Playlist Malfeasance Will Create a Streaming Crisis

Blog post by Mark Mulligan

9 May 2019

Streaming economics are facing a potential crisis. The problem does not lie in the market itself; after all, in Q1 2019 streaming revenue became more than half of the recorded music business and Spotify...

Music Sync: A Market Ripe for Change

Blog post by Mark Mulligan

3 May 2019

Florence and the machine

game of thrones

music publishers

Florence and the Machine’s performance of Jenny of Oldstones, which appeared over the closing credits of the April 21st HBO’s Game Of Thrones episode, has registered the most Shazams...

10 Trends That Will Reshape the Music Industry

Blog post by Mark Mulligan

3 Apr 2019

23 capital

albums

Amuse

The IFPI has reported that global recorded music revenues have hit $19.1 billion, which means that MIDiA’sownestimatespublished in Marchwere within 1.6% of the actual results . This revenue growth story...

2018 Global Label Market Share: Stream Engine

Blog post by Mark Mulligan

13 Mar 2019

artists direct

DIY

DIY artists

Recorded music revenues grew in 2018 for the fourth consecutive year, reaching $18.8 billion, up $2.2 billion from 2017. Streaming was the engine room of growth, up 30% year on year to reach $9.6 billion....

Kobalt is a Major Label Waiting to Happen

Blog post by Mark Mulligan

6 Mar 2019

artist contracts

artists

AWAL

Disclaimer: Kobalt is a label, a publisher, as well as a Performing Rights Organisation (PRO). This post focuses on its label business, but does not presume to overlook its other aspects. News has emerged...

Taylor Swift, Label Services and What Comes Next

Blog post by Mark Mulligan

22 Nov 2018

#MERKY

ADA

Billy Bragg

Taylor Swift has done it again, striking a deal with UMG that includes a commitment from the world’s largest label group to share proceeds from Spotify stock sales with artists, even if they are not...

Can Spotify Ever Meet Investors’ Expectations?

Blog post by Mark Mulligan

1 Nov 2018

netflix

record labels

Spotify

Spotify just posted another solid set of results, adding four million subscribers and beating profit and revenue estimates, yet its share price fell. What’s going on? Spotify is on track for where it...

Spotify May Already Be Too Big for the Labels to Stop it Competing With Them

Blog post by Mark Mulligan

26 Oct 2018

artists direct

independent record labels

indie labels

Spotify’s Daniel Ek is betting big on developing a ‘two sided marketplace’ for music . With the company’s market cap on a downward trend despite strong growth metrics , Ek might find himself having...

Spotify’s Tencent Risk

Blog post by Mark Mulligan

21 Sep 2018

Africa

asia

emerging markets

NOTE: a previous version of this post referred to a non-compete clause with Spotify detailed in this SEC filing. I have been advised that the scope of this clause is narrower than I had originally interpreted....

Are Record Labels Facing an A&R Crisis?

Blog post by Mark Mulligan

30 Jul 2018

a+r crisis

labels

A succession of conversations with record labels over the last couple of months has made me start to ponder whether we are approaching a tipping point in streaming era A&R. At the heart of the conversations...

The Outlook for Music Catalogue: Streaming Changes Everything

Blog post by Mark Mulligan

29 Jun 2018

catalogue

catalogue m&a

catalogue valuations

Friday’s news that catalogue acquisition business Hipgnosis Songs Fund is set to float on the London Stock Exchange, having already raised around $260 million, reflects a booming market for music catalogues....

Could Article 13 Kill Off Music on YouTube?

Blog post by Mark Mulligan

21 Jun 2018

Alphabet

article 13

European parliament

It was a day of two halves for YouTube. On one side a big press release went out championing a host of impressive new stats – including hitting 1.9 billion logged in users, following an official launch...

Facebook Might Just Have Done YouTube a Massive Favour

Blog post by Mark Mulligan

13 Apr 2018

content id

facebook

fair use

The word on the street is that the deals labels have struck with Facebook for its forthcoming music service have been done on a blanket license basis (i.e. a flat fee) with no reporting. This was reported...

The Three Eras Of Paid Streaming

Blog post by Mark Mulligan

28 Jul 2017

3 ages of streaming

3 eras of streaming

3 phases of streaming

Streaming has driven such a revenue renaissance within the major record labels that the financial markets are now falling over themselves to work out where they can invest in the market, and indeed whether...

Quick Take: IFPI Revenue Numbers

Blog post by Mark Mulligan

25 Apr 2017

downloads

global music sales

IFPI

Today the IFPI published their annual assessment of the global recorded music business. The key theme is the first serious year of growth since Napster kicked off a decade and a half of decline, with streaming...

The 2 Spotify Charts You Need To See

Blog post by Mark Mulligan

25 May 2016

Major labels

music rights

music streaming

Tuesday’s media scrum around Spotify’s financials illustrate that whatever ground Apple and Tidal may have made in recent months, Spotify clearly remains the poster child / bellwether for streaming....

Full Stack Or Media-Tech Conglomerate? Just What Kind Of Empire Is Access Industries Building?

Blog post by Mark Mulligan

21 Jan 2016

Access Industries

AOL Time Warner

Bertelsmann

Deezer announced yesterday that it had closed a further €100 million investment round led by existing investors Access Industries and French telco Orange. There is no doubt Deezer needs the growth capital...

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