Digital Media Index (DMI): Q2 2012

In Q2 2012 we added Qihoo to Digital media Index, deepening DMI’s coverage of the world’s leading digital media companies. Global digital media sector revenues continued to grow in the second quarter expanding 23.2 per cent, with revenues from DMI companies reaching $31.5 billion from $25.5 billion in Q2 2011, equal to a 157 per cent increase from index base period Q4 2006. Qihoo and Youku lead with triple digit growth rates in the quarter at 108 per cent and 107 per cent respectively, indicating continued strong growth in Chinese online media sector. Despite a 2.6 per cent decline in digital music sector revenue from Q1 2012 the segment was nonetheless 25.2 per cent up year-on-year, which was fuelled by Pandora’s and Apple’s iTunes strong performance. For four quarter in a row, online video was the strongest segment in the TTM basis with revenue reaching $3.8 billion in Q2 2012, up 31.9 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, Qihoo, 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)
Parent Company Revenue
Index Company Description
Foreign Exchange Rates
Analyst Contact