Category
Regions
Industries
Date
More Than Half of European Households Will Still Have Pay TV in 2031
All eyes are on streaming and smart TVs, yet most households still rely on TV providers for their entertainment needs. How long will this last? Pay TV: past its peak, far from its fall Close to 55% of European households will have a direct Pay TV subscription by the end of the year, up 1.6 points over the past five...
In 2025, Indian titles accounted for 42% of Amazon’s combined Prime Video-MX Player release mix
Amazon is folding MX Player into Prime Video in India, a move that says as much about consolidation as expansion. Less than two years after acquiring selected MX Player assets and merging them with Amazon miniTV, Amazon is pulling the free, ad-supported service closer to its subscription platform, suggesting the real value was not a standalone app but MX Player’s...
MVNOs captured 93% of North America’s mobile net adds in Q1 2026. MNOs added just 64,000
At Q1 2026, virtual operators took 93% of every new mobile line added in North America: 903,000 of 967,000 net adds, while the region's network operators added just 64,000 between them. Is this a one-quarter blip, or are the operators that own the networks handing mobile growth to cable operators? The first chart frames it. MVNOs have held a steady...
10.3% Net Margin in Q1 2026: Can MBC Shahid Sustain Profitability Beyond Q1 2026?
MBC Shahid posted revenues of USD 122.6 million in Q1 2026, up 17.5% year on year, and a net profit of USD 12.6 million, translating into a 10.3% net margin. That number needs context to land properly: in 2023, the platform was losing USD 74 million on a negative 33% net margin; by full-year 2025, that loss had narrowed sharply...
Tubi and The Roku Channel: the $2.2 billion ad streamer behind Fox’s Roku deal
Tubi and The Roku Channel drew an estimated $2.3 billion in NAM streaming advertising in 2025, according to Dataxis, the third-largest streaming ad business in the region and the largest built entirely on free TV. On June 15, Fox agreed to buy Roku for $22 billion, bringing both services under one owner. In its press release, Fox pitched the deal...
How Disney+ Is Betting on Sports in Europe and Oceania
Last week, Disney announced a deal with French sports media group L’Équipe to include, for the first time in France, access to a live linear channel as part of a Disney+ subscription. Through La Chaîne L’Équipe, Disney+ subscribers will now be able to watch live coverage of motorsports, athletics, or winter sports events, among others, as well as daily sports...
The Scale Dilemma at DirecTV Latam
The pay-TV market in Latin America is evaporating at a rate of 15.7% between the 2022 World Cup cycle and the one projected for 2026. For DirecTV Latin America, the urgency is twofold: its subscriber base contracted by 29.5% during the same period, doubling the region's decline rate. Although its OTT platforms (DGO and SKY+) are recording accelerated growth, the...
El dilema de la escala en DirecTV Latam
El mercado de TV paga en América Latina se está evaporando a una tasa del 15,7% entre el ciclo mundialista de 2022 y el proyectado para 2026. Para DirecTV Latin America, la urgencia es doble: su base de clientes se contrajo un 29,5% en el mismo período, duplicando el ritmo de caída de la región. Aunque sus plataformas OTT (DGO...
Q1 2026 Telecom Groups’ financials highlight Asset Consolidation and CAPEX reductions across Europe
Vodafone is entering its new fiscal year with a simpler and leaner business. It sold its assets in Spain and Italy back in 2024, and is now repositioning itself as a market leader in the UK with the acquisition of its co-owner’s shares, CK Hutchison, to take full control of VodafoneThree. The group’s European revenues increased by 9.9% year-on-year for...
Crime shows remain unchallenged as the best Prime Time series exports in Western Europe
Out of 23 Prime Time series which aired in nine or more Western European countries (among 11 countries), only two are not Crime and Action-based (BBC’s Ghosts and the European drama coproduction Family like ours). English-speaking procedurals retain the large majority of the best exporting series; and because these assets are so crucial to channels’ line-up, they don’t follow a...
