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After The Download: When Apple Turns Off The iTunes Store

Guest columnist Mark Mulligan projects the pace of disruption as consumers fade back from purchasing music downloads. “When new formats race to the fore it is easy to make the mistake of taking an eye off the legacy formats. This is risky because they usually still account for very large portions of existing revenue.” But a “download collapse” will happen to the iTunes Music Store. Continue Reading

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Mark Mulligan: Spotify’s Billion Dollar Challenge

by Mark Mulligan

Spotify just changed the rules of the game, raising an unprecedented $1 billion in convertible debt. Guest columnist Mark Mulligan analyzes — what is Spotify’s strategy, and where will growth come from. One key: “The 9.99 subscription model is incredibly difficult (perhaps impossible) to run profitably at scale.” Continue Reading

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Mark Mulligan: Why It Is Time To Make YouTube Look Less Like Spotify And More Like Pandora

by Mark Mulligan

Midia Research founder Mark Mulligan analyzes the “freemium” space by comparing YouTube (and its new Music Key subscription service) to Spotify and Pandora. YouTube has changed from a marketing tool to a full-fledged listening destination, the author asserts, and should be modeled more like Pandora than Spotify. Continue Reading

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Why Digital Music Services Always Steal Each Other’s Customers (Mark Mulligan)

by Mark Mulligan

Mark Mulligan is one of the industry’s most astute observers and analysts. This guest column examines customer sharing, revenue cannibalization, and the next five years in music — “one of the music industry’s most dramatic periods of change. The last ten years might have been disruptive but the change that is coming will be even more transformative.” Continue Reading

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Mark Mulligan: YouTube, Record Labels, and the New Generation of Retailer Behemoths

Guest column by Mark Mulligan

Mark Mulligan is co-founder of MIDiA Consulting, and has been a digital music analyst for over a decade. In this guest column, he observes how a “new generation of retailer behemoths carves out new territory.” Noting that media companies risk becoming collateral damage in this trend, Mulligan lays some responsibility on record labels, both majors and indies. Original research from MIDiA Consulting offers an indicator of YouTube’s streaming impact. Continue Reading