The Amp: Recent Episodes
Ampere Analysis
A podcast from Ampere Analysis discussing the latest business insights, talking points and research from industry experts in the global media landscape. Each episode, Ampere hosts are joined by various Ampere analysts to discuss key developments in the industry, drawing on insights from Ampere's latest research. Production by Henry Beckwith. Follow us on twitter: @AmpereAnalysis. Sign up to The Amp weekly newsletter here.
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On this episode of The Amp Podcast, Senior Analyst Jaanika Juntson analyses YouTube's unique position in the entertainment market, Research Manager Rahul Patel looks at why Apple TV+'s recent licensing of 50 movies onto its service is a significant move for the streamer, and finally Research Manager Dan Monaghan discusses churn and resubscriber behaviours in US streaming subscribers.
Production by Rory Gooderick.
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Over the last few years, uncertain economic conditions and changing viewing habits have forced streaming services and broadcasters to evolve their international strategies. This episode of The Amp Podcast explores how Disney+, Canal+, and the BBC are rethinking their spend on international content, exploring consolidation, and looking for creative ways to distribute content abroad.
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On this episode of The Amp Podcast Minal Modha talks to Guy Bisson about streaming's path to profitability, and to Rory Gooderick about Netflix's recent deal with the WWE and what its future in sports looks like.
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The past year has seen studios and streaming services shift their attention towards revenue growth and profitability, a move which has had significant impacts on how these companies approach their content. In this episode of The Amp Podcast, Nick Thomas sits down with Fred Black, Hannah Walsh and Lottie Towler to discuss the trends in content commissioning and licensing which we expect to define 2024.
Production by Rory Gooderick.
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In this episode Senior Analyst Joe Hall discusses Netflix's gaming strategy, and what the streamer might be planning with its new venture. Also, Piers Harding-Rolls looks at investment activity in the gaming industry, and Dan Harraghy analyses the increasing fragmentation of sports rights deals.
Production by Rory Gooderick.
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In the latest edition of The Amp Podcast, we discuss all things theatrical, and content monetisation. What is the current state of the global theatrical market in the wake of the Covid-19 pandemic? How has this been impacted by the WGA and SAG-AFTRA strikes? And how can a theatrical run be used to promote content before its made available on streaming? We have answers to all these questions, and many more, on this months episode.
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In this special edition of The Amp Podcast, Executive Director Richard Broughton sits down with Valerio Motti, VP of FAST Channels at Fremantle, Marion Ranchet, founder of The Local Act Consultancy, and Ampere's Dan Monaghan, to discuss all things FAST (that's free, ad-supported streaming TV). We discuss the origins of this new service, what content works best on a FAST channel, and the challenges facing this industry going forward.
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On this week's show, Alice Thorpe sits down with Cyrine Amor and Minal Modha to discuss the future strategies of public service broadcasters to retain relevance, and how viewing habits for linear and streaming are evolving.
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In this months episode, we discuss the current and future state of the TV and streaming industry in Europe. Nick Thomas talks to Sam Young about the battle over theatrical release windows in France, Neil Anderson about consolidation in the TV industry across Europe, and finally Jaanika Juntson discusses SkyShowtime's recent rollout in Europe.
Production by Rory Gooderick.
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In this months episode, we talk about the future of SVoD and BVoD. Minal Modha talks to Fred Black about the recent downturn in commissions in the US, Richard Cooper about the recent stagnation of streaming services in the US, and finally Lottie Towler about her recent work on how BVoD's can better compete in this market.
Production by Rory Gooderick.
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In this special episode of The Amp Podcast, we travel across the pond to our office in Los Angeles to discuss all things content. Executive Director Guy Bisson is joined by Ben French and Christen Tamisin to discuss the value of content on streaming services, and the evolving content strategies of HBO Max, Disney+ and Hulu.
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In this episode we look at the different monetisation strategies used by studios in the film industry. With the Oscars right around the corner, Joe Hall talks through his recent research into award data, Alice Thorpe talks about her insights into movie windowing strategies, and finally Peter Ingram details the advertising loads on Netflix and Disney+'s new ad-funded tiers.
Production by Rory Gooderick.
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In our first episode of 2023, we look back at the key trends that defined 2022 in the media, games, and sport industry, whilst also directing our gaze forward to what the industry can expect in the year ahead. Ed Border is joined by Lottie Towler, Fred Black, Ben McMurray and Louise Shorthouse to discuss these trends.
Production by Rory Gooderick.
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Toby Holleran is joined by Orina Zhao, Olivia Deane and Josh Rustage. Orina discusses Netflix's new ad-supported tier and analyses the factors that influenced its price across the various launch markets. Olivia talks about recent trends in content commissioning and cancellations for some of the major streaming services. Finally, Josh discusses the demographic skews of content on streaming platforms in the US.
Production by Rory Gooderick.
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Nick Thomas is joined by Rahul Patel, Mayssa Jamil and Jack Genovese. Rahul discusses the weaknesses of Netflix's movie strategy compared to its TV series offering. Mayssa looks at the rise of big-budget franchises funded by the global streaming services. Finally, Jack details the role of sports rights in the streaming wars, and why we shouldn't expect Netflix to get involved anytime soon.
Production by Rory Gooderick.
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Ed Border is joined by Lottie Towler, Neil Anderson and Daniel Harraghy. Lottie discusses how movie and TV franchises have been over lapping with games industry IP. Neil looks at the decision in France to scrap the TV licence fee, and what this might mean for the future of PSB funding across Europe. Finally, Dan explores the distribution of TV revenues in the English Premier League and the factors impacting why it should be changed going forward.
Production by Henry Beckwith.
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Richard Broughton is joined by Minal Modha, Louise Shorthouse and Hazel Ford. Minal discuss the growth of women's sport, debunking some of the myths around its fan base and uncovering the opportunities after England's win the Euros. Louise looks at the attention economy and the relationship between online video and games. Finally Hazel discusses global data traffic in 2021, with a focus on how video usage has driven consumer demand for data.
Production by Henry Beckwith.
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Fred Black is joined by Izzy Charnley, Olivia Deane and Tom Hope-Stone-Bell. Izzy discusses account sharing at Netflix, looking at the demographics and content preferences of account sharers and how this issue affects the wider sector. Olivia looks at streaming renewals which have recently hit an all time high in the US. Finally, Tom outlines BBC Three's move back to linear TV having moved online in 2016.
Production by Henry Beckwith.
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Lottie Towler is joined by Minal Modha, Rahul Patel and Peter Ingram. With the new season of Netflix's Drive to Survive round the corner, Minal investigates the impact Netflix has had on F1 audiences and how Netflix has benefitted from the partnership. Rahul discusses the 'influence score' created by Ampere to observe what the most culturally influential content is. Finally, ahead of The Oscars, Peter explores the profile of Academy and Golden Raspberry Award nominated film titles since 2000, the benefits to services and studios of their film catalogues winning at either awards.
Production by Henry Beckwith.
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The Amp: Amplified is a special edition of Ampere's podcast series where we speak to voices in the industry about the latest innovations, trends and important issues in the wider media sector. In this episode, Ampere's Minal Modha is joined by Sue Anstiss MBE, CEO of Fearless Women and author of the book Game on: The unstoppable rise of women's sport, and Jonathan Licht, Managing Director of Sky Sports.
They discuss the transition women's sport has been going through in recent years, the role of traditional and new media in its growth and the value it offers to sponsors, broadcasters and advertisers.
Producer: Henry Beckwith
Researcher: Rory Gooderick
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Toby Holleran is joined by Guy Bisson, Richard Cooper and Isabelle Charnley. Guy discusses the shrinking windowing timelines for licensing content SVoD. Richard explores the formula behind Netflix's localisation strategy and finally Isabelle talks about how younger demographics are spearheading the return to cinema.
Production by Henry Beckwith.
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Hannah Walsh is joined by Tony Maroulis, Piers Harding-Rolls and Rory Gooderick. Tony discusses the changing dynamics and increased importance of OTT aggregators. Piers talks us through Netflix's entrance into gaming industry and Rory outlines why Sony recently bought anime streaming service Crunchyroll and what this move means for the company going forward.
Production by Henry Beckwith
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In the latest episode of The Amp, Ampere Research Director, Richard Cooper is joined by Richard Broughton, Maria Dunleavey and Annabel Yeomans. Richard discusses his latest report looking at the growth of consumers who almost never struggle to find content to watch, and the factors which are driving this growth. Maria discusses TikTok's userbase and how its partnership with the Euros 2020 could attract untapped demographics. Finally, Richard chats to Annabel about early adopters of discovery+ in the US, and whether they differ from Discovery's core consumer base.
Production by Henry Beckwith
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The Amp: Amplified is a special edition of Ampere's podcast series where we speak to voices in the industry about the latest innovations, trends and important issues in the wider media sector. In this episode, Ampere's Minal Modha is joined by Daniel Ayers, Consulting Partner at Seven League and Varoon Bose, Director of special projects for social at Bleacher Report. They discuss how rights holders can engage sports fans in the digital age, differing content strategies across regions, and how sports organisations can reach new audiences.
Production by Henry Beckwith
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In episode nine of season two of The Amp, Ampere Research Director, Ed Border is joined by Guy Bisson, Daniel Harraghy and Louise Shorthouse who speak across the TV, Sport and Games industries. Guy discusses his latest report on the impact of streaming on legacy media. Ed talks to Dan about the economics behind the recently attempted football Super League. Finally Louise explains the causes of churn amongst subscription gaming subscribers globally.
Production by Henry Beckwith
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The Amp: Amplified is a special edition of Ampere's podcast series where we speak to voices in the industry about the latest innovations, trends and important issues in the wider media sector. In this episode, Ampere's Alice Thorpe is joined by Melissa Silverstein, founder and publisher of Women and Hollywood and Nina Goswami, Creative Diversity Lead at The BBC. They discuss the ways in which content producers globally can and are using data to drive structural change for women in the media industries.
Production by Henry Beckwith
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Find out more about BBC's 50:50 The Equality Project here
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In episode seven of season two of The Amp, Ampere Executive Director, Guy Bisson is joined by Ed Border, Hannah Walsh, Jack Genovese and Piers Harding-Rolls. Ed discusses Ampere's brand new metric that looks at the popularity of film and TV titles. Hannah and Jack take us through the latest trends in Western European and US TV advertising. Finally, Piers talks about the boom in sales of games consoles during the pandemic, and shares Ampere's latest forecasts on the console market.
Production by Henry Beckwith
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In episode six of season two of The Amp, Ampere Consumer Research Lead Minal Modha is joined by Guy Bisson, Tony Maroulis, Rahul Patel and Louise Shorthouse. Guy shares his thoughts on this year's big streaming trend, Compounding. Tony shares Ampere's latest figures on Disney+, analysing exactly how they've exceeded expectations and the key drivers behind their success. Rahul draws on his research from his latest report looking into the opportunity for US AVoD services in the UK. Finally, ahead of Ampere's Games service launching, Louise shares findings from our Q4 2020 Games Consumer survey, and what they tell us about the US games market.
Production by Henry Beckwith
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In episode five of season two of The Amp, Ampere Executive Director, Guy Bisson is joined by Fred Black, Minal Modha and Hannah Walsh. Guy talks to Fred about Quibi's content fire sale and the future potential of Quibi's substantial library of originals. Then Minal takes us through several inflection points that have been reached in terms of the growth of streaming viewing in the US. Hannah draws on research from her latest report looking at ProSieben's diversification strategy in the face of an increasingly challenging advertising market. Introduction and production by Henry Beckwith
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In episode four of season two of The Amp, Ampere Research Manager Daniel Gadher is joined by Richard Broughton, Toby Holleran, Annabel Yeomans and Alice Thorpe. Daniel talks to Richard about our latest data from our Q3 wave of Consumer research. Then Toby discusses the impact that COVID-19 has had on the pay TV industry looking at the Q2 financial results. Annabel shares her current research on initial uptake of two major entrants to the streaming market, HBO Max, and Peacock. And finally, Alice draws on research from her latest report on SVoD unscripted formats.
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In episode three of season two of The Amp, Consumer Research Lead Minal Modha is joined by Tingting Li, Piers Harding-Rolls and Ben McMurray. Tingting and Minal discuss Netflix top titles and how these have changed during the lockdown period, as well as HBO Max and its launch catalogue. Piers draws on findings from his latest report on Epic Game's strategic ambitions and why it's recently come into conflict with Apple's app store policy. Finally, Ben discusses the Premier League's decision to drop the 3 PM blackout window, and whether this will have a knock-on effect on the Premier League’s broadcast deals.
Introduction and production by Henry Beckwith
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In episode two of season two of The Amp, Executive Director Guy Bisson is joined by Daniel Gadher, Alice Thorpe, Orina Zhao and Peter Ingram. Daniel draws on the latest Q2 results and what these tell us about the impact the lockdown quarter has had on the advertising sector. Guy and Alice discuss production resumption and when we can expect a return to normality. Orina draws on findings from her latest report on the increase in popularity of Korean content, and Peter shares with us his research on the rise of PVoD and what a typical studio release strategy will look like post COVID-19.
Introduction and production by Henry Beckwith
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Kicking off a brand new season of The Amp podcast, Research Director Guy Bisson is joined by Henry Beckwith, Minal Modha and Richard Broughton. Guy and Henry discuss Quibi's catalogue, and some of the challenges that the short-form platform has faced not only during the lockdown, but with its content strategy as a whole. Minal then discusses her recent report on the next generation of cord cutters and what impact that is having on pay TV and streaming. Finally, Richard shares his recent research on why Roku is a marker for the future of aggregation.
Introduction and production by Henry Beckwith
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In episode 10 and the final episode from season one of The Amp, Research Director, Guy Bisson is joined by Olivia Deane and Daniel Harraghy. Olivia draws on Ampere's latest commissions and renewals data, and discusses what impact COVID-19 has had on the rate of renewal of TV shows. Daniel then talks about the resumption of UK Premier League soccer and how the temporary shutdown of sports could end up benefiting both fans and sports rights holders.
Introduction and production by Henry Beckwith
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In Episode 9, Research Director, Richard Broughton is joined by Minal Modha and Callum Sillars. Minal first discusses consumer sentiment towards the reopening of cinemas, what demographics are most likely to return first and how cinemas could be marketing to these different groups. Richard then chats to Callum about the online advertising market, drawing on comparisons to TV advertising and how this is likely to evolve over the coming years.
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In this episode, Research Director, Richard Broughton is joined by Toby Holleran, Guy Bisson and Minal Modha. Richard and Toby first discuss some of the latest developments in cord cutting in the US. Guy then draws on Ampere's latest sectoral forecasts and the knock on effect we’re seeing throughout media value chain. Finally Minal looks at the rise of SVoD account sharing, and whether there is an opportunity for platforms to convert these borrowers into paid users.
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In this episode, Research Director, Guy Bisson is joined by Ampere's Head of Games Research, Piers Harding-Rolls and Senior Analysts, Lea Cunat and Fred Black. Piers discusses the resilience of the Games sector during lockdown - drawing upon examples from Games publisher, Activision Blizzard. Lea then talks about the effect of lockdown on Advertising revenue for commercial TV groups in some of the biggest European markets. Finally, Guy speaks to Fred about the current production gap, and the longer term impacts on both scripted and unscripted content.
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In episode six, Research Director, Richard Broughton is joined by two members of Ampere's Content Markets team, Research Manager Daniel Gadher and Senior Analyst, Hannah Walsh.They discuss some of the latest Q1 results that have been published by many of the world's largest media companies over the past week. Richard is then joined by Analyst, Alice Thorpe, who sheds light on how production activity is aiming to meet consumer demand during lockdown, with a particular focus on German commissioning.
Introduction and production by Henry Beckwith
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Episode 5 sees Research Director, Guy Bisson sit down with Ed Border, Daniel Gadher and Toby Holleran. We discuss Premium Video on-demand and it’s impact on theatrical, AT&T’s Q1 financial results and their implications for the wider industry, and how both streaming services and broadcasters globally are adapting to the lockdown. You can subscribe to The Amp on acast or find us on Spotify, Google Podcasts or Apple Podcasts. Introduction and production by Henry Beckwith. Follow Ampere Analysis on Twitter: @AmpereAnalysis. Sign up to The Amp weekly newsletter here.
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This episode is hosted by Ampere's Consumer Research Lead, Minal Modha. Minal is joined by Alexios Dimitropoulos, Tony Maroulis and myself, Henry Beckwith. First Alexios sheds light on how mobile and pay TV operators are reacting to the current pandemic, including the impact on lack of live sport on sports rights. Then Minal and myself chat about new short form content streaming service, Quibi following its recent launch, and how COVID-19 may impact its future commissioning. Finally, Minal speaks to Tony following its announcement of its quarterly results earlier this week.You can subscribe to The Amp on acast or find us on Spotify, Google Podcasts or Apple Podcasts.
Introduction and production by Henry Beckwith. Follow Ampere Analysis on Twitter: @AmpereAnalysis.Sign up to The Amp weekly newsletter here
In this episode, Research Director Richard Broughton is joined by Guy Bisson, Richard Cooper and Lottie Towler. Guy will begin by taking us through some of the latest developments and news in the media sector, touching on the pandemic's affect on theatrical, trade shows and production, before explaining some of the recent implications of the boom in video on-demand services. Then Richard Cooper explains how the current situation is shaping what is being commissioned, taking us through how the shift away from scripted content is shaping commissioner's production slates. Finally, Richard chats to Lottie about consumer demand and title popularity, outlining Ampere's latest research on google search trends, and breaking down that analysis by both genre and market.
Introduction and production by Henry Beckwith
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Following the theme of last week, this episode we will continue to discuss how COVID-19 is affecting the content market. Ampere Research Director Guy Bisson will be talking to Senior Analyst Fred Black about how the virus has impacted commissioning and how show formats have adapted to the current lockdown. Research Director, Richard Broughton is then joined by Research Manager, Daniel Gadher who will discuss the trends in content spending and Senior Analyst, Hannah Walsh who sheds light on what’s the BBC’s alternative funding mechanisms might be.
Introduction and production by Henry Beckwith
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This week, Ampere discusses how the COVID-19 pandemic is affecting the wider industry. Research Director, Guy Bisson will host a panel consisting of Richard Broughton, Lottie Towler and Piers Harding-Rolls. Richard will first discuss the economic impact of the pandemic, outlining its effects on the TV and advertising sector. Lottie then breaks down Ampere's research on Netflix latest viewing trends, explaining how the lockdown is shaping the popularity of on-demand services. Piers takes us through how the games industry is affected by these unprecedented times.
Introduction and production by Henry Beckwith
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