Digital Media Index (DMI): Q1 2012

Global digital media sector revenues continued to grow in the first quarter expanding 22.7 per cent, with DMI company revenues reaching $30 billion from $24.6 billion in Q1 2011. Although most companies covered in DMI experienced strong year-on-year growth, DMI decreased by 4.7 per cent relative to Q4 2011 because of seasonal contractions while Q4 2011 revenue growth was fuelled by end of the year holiday spending. In terms of segments, in Q1 2012 digital music was the strongest segment, up 28.9 per cent year-on-year, reaching $2.9 billion. In terms of trailing twelve month revenues (TTM), DMI grew 4.9 per cent from previous quarter to reach 283, a 183 per cent increase from the index base year 2006. As in Q2, Q3 and Q4 2011, online video was the strongest segment in the TTM basis, revenue reaching $3.7 billion in Q1 2012, up 41 per cent year-on-year—mostly driven by Netflix and Youku’s solid growth. For more analysis on the companies included in the DMI please download the spreadsheet. The companies covered are: Akamai, Amazon, Axel Springer, AOL, Apple, Baidu, Blinkx, Blizzard Entertainment, CBS Interactive, Daum, EA Digital, Facebook, Google, IAC/InterActiveCorp, ITV Online, Limelight Networks, LinkedIn, Microsoft, Monster, NCsoft, Netease, Netflix, New York Times, NHN, Pandora, Perfect World, Real Networks, Rediff, Schibsted Online, Sina, Sohu, Tencent, e-TF1, UMG Digital, ValueClick, Walt Disney, Washington Post, WMG Digital, Yahoo, Yahoo Japan, Yandex, Youku and Zynga.

Summary
DMI - Quarterly
DMI - TTM
Segment Analysis-Quarterly
Segment Analysis-TTM
Chart 1 - DMI (Q-o-Q)
Chart 2 - DMI (TTM)
Chart 3 - Segment Index (Q-o-Q)
Chart 4 - Segment Index (TTM)
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