There was no morning on which the music industry announced it would stop selling music and start counting events. Nobody sent the memo. CDs gave way to downloads, downloads gave way to phones, and eventually keeping a copy of the music at all started to feel unnecessary.
Streaming is usually told as a story about listeners. That is only half of it. The other half is what the industry suddenly needed to know after somebody pressed Play.
From units to usage
A CD sale was a single, finished transaction. Play the album once or a thousand times and nothing new happens commercially. A stream is different. Every play is an event that has to be recorded, matched to a recording, connected to a work and related to the rights of writers, performers, labels and publishers, territory by territory.
None of that rights complexity was invented by streaming. What streaming did was apply digital scale to it. In 2025, UK listeners generated more than 210 billion audio streams, and streaming accounted for 89.3% of recorded music consumption. PRS for Music processed 27 trillion lines of music data in 2021 alone.
The catalogue never closes
There is no dusty stockroom at the back of a streaming service. A record from 1978 sits one search away from something released this morning, and the Competition and Markets Authority found that 86% of UK streams in 2021 were of music more than a year old. Catalogue no longer retires. It keeps producing activity, and that activity keeps producing data.
Why it matters
The Streaming Inflection follows the chain of events, from Napster and iTunes to the iPhone and Spotify, that made all of this feel ordinary. It argues that the most important change was structural: the music industry became a data industry, almost by accident.
It is the first of five papers. The rest of the series asks what happens when all of that information ends up in different places, and what it takes to investigate it properly.
What’s inside the paper
- How a run of technologies converged into a ‘perfect storm’ for streaming
- Why a stream is not just a tiny digital CD sale
- The scale of the UK’s rights infrastructure, in numbers
- Why data stopped being administration and became infrastructure
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