Research Highlights

As of January 2025, Morocco has become the country with the largest Netflix library in the MENA region, offering around 8,400 titles to local audiences.  The expansion of Netflix's library has been a trend across MENA recently, and it continued between December 2024 and January 2025 in all countries except in Algeria and the UAE. Algeria saw a slight dip...

Last February, Xperi entered the US Smart TV market, by launching TiVo OS-powered TV sets in partnership with Sharp. The release of these TV sets represents one of the latest moves by CTV players to gain market shares in the highly competitive TVOS space. The market does not lack challengers: either existing ones, expanding to new regions and/or TV brands,...

Is collaboration the only way for European broadcasters to succeed in the OTT era? Analysts (including the one writing) have been writing chronicles about the decline of linear broadcast globally for several years, highlighting how global digital players have been gulping a growing part of domestic actors’ market shares, and how this threatens the long-term prospects of national media actors....

La venta de activos Telefónica Hispam reorganiza el mercado. Telefónica recién empieza con un desguace por país que dejará múltiples herederos. En ese nuevo mundo, América Móvil quedará como el único actor de escala continental y, por falta de un contrapeso equivalente, su volúmen parece agigantarse. A eso se suma que la salida de Telefónica tampoco ha significado la entrada...

The sale of Telefónica Hispam assets reorganizes the market. Telefónica is just starting with a country-by-country dismantling that will leave multiple heirs. In this new world, América Móvil will be the only player on a continental scale and, due to the lack of an equivalent counterweight, its volume seems to grow. In addition, Telefónica's exit did not mean the entry...

Five years ago, Disney+ launched in the Netherlands as a test market, today the platform gathers the third largest subscriber base on the continent. We have come to expect skyrocketing growth from OTT, but as it starts leveling off, the matter is what’s next for Europe. Top 5 markets will keep driving future growth The UK, France, Italy, Spain, and...

From Tunisia’s recent 5G launch to the rapid expansion of fiber networks in Morocco and Algeria, Northern Africa’s telecom landscape is undergoing a major transformation, reaching key milestones in connectivity and innovation. As the region embraces next-generation technologies, questions arise about the pace of 5G deployment, the expansion of internet infrastructure, and the optimal strategies to increase connectivity. How are...

In February, Filipino operator Globe announced it had successfully tested a pilot project on 50GPON. Data hungry use cases such as 8K streaming, FTTR (fiber-to-the-room) or HD video conferencing were tested among others. As Globe is not the only Southeast Asian Internet Service Provider (ISP) to offer and prospect highly innovative broadband services, it raises the question of the presence...

Paramount Global’s Q4 results came in last Wednesday, confirming a decline in sales for the second year in a row. 2024 was marked by an existential crisis for the corporation, coming in fourth among the American studios. Its shares have been sliding continuously since the pandemic, placing the market capitalization below $8B across the last year, half its value before...

On February 17, 2025, the Silvio Santos Group, owner of the Brazilian TV network SBT, confirmed that it had paid a BRL 30 million (USD 5.25 million) concession fee to the federal government and will launch TQJ (Todos Querem Jogar), a sports betting and online casino platform in 2025.  This move follows similar strategic expansions by other major TV networks...