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Blog: Spotify

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Podcasts: a Netflix Moment for Radio But Perhaps not the Future of Spotify

Blog post by Mark Mulligan

6 Feb 2019

Wednesday was a busy day for Spotify: it reported above-expected subscriber growth, hitting 96 million paid subscribers, strong total user growth reaching207 million MAUs , improved margins and its first...

Thoughts on Spotify’s Acquisition of Gimlet Media and Anchor

Blog post by Zach Fuller

6 Feb 2019

Spotify is reported to have purchased the podcast companies Gimlet Media and Anchor. Having only just reported an operating profit for the first time, the deals demonstrate not only how Spotify is still...

Why Music and Video are Crucial to Apple’s Future

Blog post by Mark Mulligan

7 Jan 2019

comes with music

Apple’s downgraded earnings guidance represents its first profit warning in 10 years. This is clearly a big deal, and probably not as much to do with a weakening Chinese economy ifAlibaba’s 2018 Singles’...

How YouTube’s Domination of Streaming Clips the Market’s Wings

Cover image for How YouTube’s Domination of Streaming Clips the Market’s Wings

Blog post by Mark Mulligan

3 Jan 2019

ad supported arpu

ad supported streaming

Firstly, happy new year to you all. Now on to the first post of 2019. The Article 13 debate that shaped so much of the latter part of 2018 will continue to play an important role throughout 2019 while...

Can Spotify Ever Meet Investors’ Expectations?

Blog post by Mark Mulligan

1 Nov 2018

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

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Blog post by Mark Mulligan

26 Oct 2018

independent record 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, DistroKid and the Two Sided Marketplace

Blog post by Mark Mulligan

17 Oct 2018

spotify as a label

Spotify has taken a minority stake in DistroKid . In itself, it may be a slightly left field but relatively insignificant move, except that it is in fact one small but important step on a much bigger journey....

Advertising Week New York: The Dynamic, the Dead and the Dangerous

Blog post by Georgia Meyer

9 Oct 2018

activist brands

Colin Kaepernick

Notoriously overwhelming, this week’s AWNY ramped activities up even further, expanding the number of stages from 8 to 12. A disorientating amount of content to navigate and a somewhat amusing metaphor...

Sirius XM Acquires Pandora: Greater Than The Sum Of Their Parts?

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Blog post by Zach Fuller

24 Sep 2018

Amazon Prime Music

media acquisitions

In the latest example of media acquisitions, though one less likely to flood the headlines as Comcast’s purchase of Sky, Sirius XM has announced it will be purchasing streaming service Pandora for $3.5...

Spotify’s Tencent Risk

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Blog post by Mark Mulligan

21 Sep 2018

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....

Big Brother Axed By Channel 5, But It Is Not All Bad News For Endemol

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Blog post by Alistair Taylor

14 Sep 2018

Dutch production house Endemol is no longer going to be making cult reality TV show Big Brother for Viacom’s UK terrestrial channel, Channel 5. It announced that it was “disappointed not to reach an...

Article 13 – Laws of Unintended Consequences

Blog post by Mark Mulligan

14 Sep 2018

[If this was Medium, it would say ‘long read’ – you’ve been warned] I do not normally add disclaimers or qualifiers at the start of blog posts, but given how divisive the whole Article 13 debate...

Mid-Year 2018 Streaming Market Shares

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Blog post by Mark Mulligan

13 Sep 2018

amazon music unlimited

Amazon Prime Music

Music subscribers grew by 16% in the first half of 2018 to reach 229.5 million, up from 198.6 million at the end of 2017. Year-on-year the global subscriber base increased by 38%, adding 62.8 million subscribers....

Podcasts: Monetising Behind Streaming Paywalls

Blog post by Georgia Meyer

31 Aug 2018

brand sponsorship

Spotify’s exclusive deal with The Joe Budden podcast, as well as upping the output from a weekly to a bi-weekly show, is demonstrative of the opportunity that music streaming services perceive podcasts...

Where Verizon went wrong with go90

Blog post by Tim Mulligan

3 Jul 2018

Last week Verizon, the US’s second largest telco provider with 116 million wireless subscribers, announced the closure of its pioneering mobile-first video streaming service which launched in 2015. Go90...

Quick Take: Pandora and Snapchat Take a Swipe at Facebook

Blog post by Mark Mulligan

14 Jun 2018

No sooner had the ink dried on Facebook’s new social music offering, that Snapchat fights back with a Pandora partnership built on its ‘unFacebook’ privacy centred app developer platform Snapkit....

Spotify’s New Rules of Engagement

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Blog post by Mark Mulligan

12 Jun 2018

spotify as a label

It is easy to feel that the pervasive obsession with Spotify overplays its importance to the recorded music industry. On the one hand it may only represent 27% of global recorded music revenues, but this...

Facebook Aims to Bring The Fun Back Into Music

Blog post by Mark Mulligan

5 Jun 2018

Facebook has announced its long mooted move into music. As widely anticipated the service offering focuses on using music to add context to social experiences. The official blog outlines two key use cases:...

Do Playlists Make the Power Law in Music Even More Extreme?

Blog post by Zach Fuller

31 May 2018

Music Streaming

Music has always been a superstar economy. Data going back to the 50s shows that, like many other areas of life and business, a disproportionate amount of the results come from a small number of factors....

Spotify’s Censorship Crisis is About Social Responsibility

Blog post by Mark Mulligan

30 May 2018

Spotify has been forced into something of a rethink regarding its hate speech policy. Spotify announced it was removing music from playlists of artists that do not meet its new policy regarding hate speech...

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