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Dec 28, 2024 | 
mcall.com | Tim Mulligan
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Jul 9, 2024 | 
midiaresearch.com | Tim Mulligan
Yesterday, Skydance Media CEO David Ellison outlined his vision for Paramount Global as a rebooted technology-media hybrid company. This follows on from Paramount finally agreeing to merge with Ellison’s Skydance Media in a new combined entity –– currently being referred to as “new Paramount”. The deal, which was announced by Paramount on Sunday, values the combined entity at $28 billion (over three times the current market cap of Paramount Global).
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Jul 2, 2024 | 
midiaresearch.com | Tim Mulligan
The “entertainmentisation” of Western politics has successfully re-energised political discourse after decades of consensus politics and has resulted in policy making that has negatively impacted voters, both economically and environmentally. From a streaming TV perspective, this makes election coverage a problematic asset. The entertainmentisation of political coverage is now visibly costing voters.
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Jun 25, 2024 | 
midiaresearch.com | Tim Mulligan
Netflix’s shift towards ads was underpinned by a strategic assumption that it could justifiably command ad rates at nearly twice the market average. However, two years of its Basic with Ads service has proved that advertising is a much tougher business to succeed in for an SVOD service than the business fundamentals would suggest.
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Jun 18, 2024 | 
midiaresearch.com | Tim Mulligan
Ads in subscription video on demand (SVOD) have now become normalised. In Q1 2024, Amazon Prime became the latest service to push ads onto its standard SVOD plan, following the lead of competitors Netflix and Disney. All are responding to the competitive threat posed by the Direct-to-consumer disruptors of the 2019-2021 period, who launched with ad-supported SVOD plans as their standard subscription package for consumers.
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Jun 5, 2024 | 
midiaresearch.com | Tim Mulligan
Our “MIDiA Research 2024-2031 global subscription video forecasts” lays out our vision for the subscription video on demand (SVOD) landscape over the next eight years. Our forecasts last year focussed on the remainder of growth coming from Asia Pacific. Following on from this, the most recent forecast finds that revenue growth will be fuelled by price rises and increased diversity of monetisation models as well as the expansion of lower cost, ad-supported tiers.
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May 28, 2024 | 
midiaresearch.com | Tim Mulligan
The North American Basketball association (NBA) is currently negotiating for the renewal of of its live broadcast rights. The deals, spanning the next 11 years, are estimated to work out at a combined $76 billion (some way below the NFL’s 2021 $100 billion 11-year deal). Prominent among the bidders is Amazon, which is looking to add to its current $1 billion per year NFL coverage by paying an estimated $1.8-$2B.
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May 21, 2024 | 
midiaresearch.com | Tim Mulligan
After two decades of saying no to becoming a live sports streamer, Netflix has finally relented and has agreed to pay the NFL to show two NFL games on Christmas day this year. The three year deal also includes options for other holiday games to be livestreamed in 2025 and 2026.
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May 14, 2024 | 
midiaresearch.com | Tim Mulligan
Today, (May 14th) Sony Group published its results for the Fiscal Year ended March 31, 2024. Group revenues were up 19% to 13 trillion yen which amounts to USD 86 billion (in USD, this makes a more modest revenue growth of 14% for the previous 12 months). While Sony’s earnings performance benefited significantly from repatriating overseas foreign currency revenue back into yen, it is also a direct result of its over-performing entertainment divisions.
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May 7, 2024 | 
midiaresearch.com | Tim Mulligan
Today, Disney announced its fiscal second quarter 2024 financial results (calendar Q1 2024). All eyes were on the Entertainment Segment, where its direct-to-consumer (D2C) division matched MIDiA’s call that it would finally post its first ever operating profit four and a half years after the launch of Disney+. While modest, the $47 million (equating to 0.83% of revenues) was a positive turn.
