Research Highlights

During the third quarter of 2025, Sky NZ purchased Warner Bros Discovery’s FTA linear and streaming assets in New Zealand, through the acquisition of WBD’s local subsidiary, Discovery NZ. By doing so, Sky NZ added five free-to-air channels (Bravo, Eden, Rush, HGTV, and most importantly, Three, the second-most-watched channel in the country) and ThreeNow, an ad-supported streaming platform, to its...

Exactly one year ago Axian made the headlines when it launched its pan-African consumer brand “Yas” for mobile services in Madagascar, Comoros, Senegal, Togo and Tanzania, and “Mixx by Yas” for fintech services. This time, the Malagasy group is under the spotlight for getting its hands on Wananchi, a Kenyan-based telecom group focused on fixed broadband, fiber infrastructure and pay...

November 2025 marked a pivotal moment in Japan's streaming landscape: Disney+ Japan integrated CJ ENM's Korean originals for the first time as a dedicated collection within its app, introducing approximately 60 titles including acclaimed series like Guardian: The Lonely and Great God, Reply 1988, and Dear X. A Market of Strategic Opportunity This move arrives as Japan's OTT market expands...

Netflix's potential purchase of Warner Bros Discovery (WBD) assets would demolish the current dominance scales in the video business in Latin America. Netflix has led the Latin American audiovisual market since 2021. WBD would allow it to consolidate its position in streaming (OTT), adding its valuable catalog. Dataxis estimates that in 2025, the new company would generate revenues of at...

La posible compra de Netflix sobre los activos de Warner Bros Discovery (WBD) demolería las actuales escalas de dominancia  en el negocio de video en América latina. Netflix lidera el mercado audiovisual de América latina desde 2021. WBD le permitiría consolidarse en el streaming (OTT), añadiendo su valioso catálogo. Dataxis estima que en  2025 la nueva compañía generaría ingresos en...

In Europe, Free Ad-Supported (FAST) “pure-players” grew revenues by a third in the last twelve months, cumulating €630 million. This momentum comes in spite of  Freevee’s phase-out towards the end of last year, which transferred one of the top 10 FAST players to Prime Video’s mostly paid environment.  Connected TVs (CTVs) services Samsung TV Plus and LG Channels are by...

TV subscribers’ figures go through the roof, but does it mean anything? France is in a unique market position France added 4.6M IPTV subscriptions over the last five years, now amounting to 70% of TV Households. More precisely, it corresponds to a 73% penetration rate over FTTx subscribers, as the IPTV benefited both from intensive 3Play offers and voluntaristic fiber...

Disney delivered the turnaround it had promised, with earnings per share hitting last quarter their highest level since the pandemic. Yet, the company’s focus on discipline and bottom-line fell short of analysts’ expectations in overall revenues. Despite good optics and stronger subscriber figures, flat year-on-year revenues led to its shares dropping by 8% on the trading day. Parks and cruises’...

In April this year, a huge data breach exposed customer data from SK Telecom, one of the leading mobile carriers in South Korea. This massive cybersecurity incident prompted huge backlash among the user base and caused several public authorities to fine the company for insufficient customer data protection. Unsurprisingly, thousands of subscribers switched to competitors, resulting in a one million...

This year, digital commercial revenues on online platforms will represent 55% of the overall TV and video market globally. This is compared with just above 25% only five years ago. The video industry has been accelerating its transition to digital in recent years, particularly impacted by cord-cutting, especially in North America, and by the impressive growth of Video Sharing Platforms...