Thoughts.
A selection of our observations on industry trends.
A pressing issue
Still a very small portion of the music industry (physical accounted for 11% of U.S. revenues in 2021, 7% of which were vinyl [RIAA]), the vinyl industry is a fascinating microcosm to explore as metaphor for the larger recorded music industry.
The slow revolution in podcast ad sales
Recently, there has been a tremendous amount of public debate about the role media platforms must play in our society. This debate grows louder in particular around platforms monetizing…
Media buyers face inflation
Talk of inflation is abundant in today’s financial markets. In the media industry, we are focusing on significant price increases of advertising rates across formats. In the legacy world of linear television…
Opportunity dressed in overalls
In the filmed entertainment business, we are closely watching the growth in “overall” deals — contracts that lock-up creators to exclusively work for one specific…
Let’s not put a label on it
An important music industry deal made headlines this past month: Sony Music is acquiring AWAL from Kobalt for $430M. Kobalt is a rights management company long seen as…
The art of artist management contracts
The end to a chaotic 2020 is ushering in a flood of music industry headlines: from Bob Dylan, Stevie Nicks, and David Crosby selling their songwriting catalogs to the ongoing theatrics…
Ad Supported Video: Proving Skeptics Wrong
While headlines about the media industry are frequently dominated by reports of the “wars” between video subscription services, interesting developments are also transpiring…
Metallica & Market Timing
The end of a wild summer in the financial markets coincided with a music industry release that tipped its hat to another feverish era: 1999…
Advertising spend gyrations
We’ve been observing a healthy debate ripple through our industry: is media advertising spend doomed for a prolonged decline or will the COVID-related uncertainty simply…