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CPE vendors post a solid H1 2026, but the leaderboard is shifting
The customer-premises equipment (CPE) market delivered a healthy first half of 2026, growing 5.7% YoY (year-on-year) to $11.4 billion, up from $10.8 billion in H1 2025, even if part of that gain reflects a weaker US dollar from Q2 2025. Broadband CPE (gateways, routers and home-networking devices) led the way with 6.7% growth to $8.5 billion, while TV and video...
The World Cup Accelerates the Fragmentation of Brazil’s Sports Audience
In 2022, Globo accounted for 8 out of every 10 TVs watching Brazil’s matches. In 2026, that share fell to just over 5 out of 10. Globo still reached audiences in the tens of millions, but a growing share of viewers began watching the same matches on other platforms. Globo did not lose its audience; it lost concentration. The difference...
El Mundial acelera la fragmentación de la audiencia deportiva en Brasil
En 2022, Globo concentraba 8 de cada 10 televisores que veían los partidos de Brasil. En 2026, esa proporción cayó a poco más de 5 de cada 10. Globo siguió reuniendo audiencias de millones de personas, pero una parte cada vez mayor del público comenzó a ver los mismos partidos en otras plataformas. Globo no perdió su audiencia; perdió concentración....
Viu’s 15.3 Million Subscribers Show Bundling Has Not Yet Eroded ARPU
H1 2026 was a mixed period for Viu. Paid subscribers rose a strong 11% year on year, reaching 15.3 million, up from 13.8 million. Yet PCCW’s total OTT revenue fell from USD 153 million to USD 142 million. The EBITDA margin held at 29%, showing that further margin expansion has stalled, although it remains well above 21% in H1 2024...
6 millones de líneas cambian de operador. ¿Cambiará el mercado?
Telecom Argentina tiene que desprenderse de 6 millones de líneas móviles como condición para completar la adquisición de Telefónica Móviles Argentina (TMA). La Autoridad Nacional de la Competencia (ANC) consideró que, sin esta desinversión, la operación reduciría el mercado móvil argentino a dos operadores independientes: Telecom, con alrededor del 58% del mercado, y Claro (América Móvil), con 42%. Para preservar...
6 million lines will have to switch carriers. Will the market change?
Telecom Argentina is required to divest 6 million mobile lines as a condition for completing its acquisition of Telefónica Móviles Argentina (TMA). The National Competition Authority (ANC) determined that, without the divestment, the transaction would reduce Argentina’s mobile market to two independent operators: Telecom, with around 58% of the market, and Claro (América Móvil), with 42%. To preserve a third...
Britain is Europe’s format kitchen
All four of Europe’s leading cooking-show formats have made (and sustained) their way into local adaptations across much of the continent; and all originated in the UK. Cookery makes the perfect formats: tone versatility, local relevance, spin-off potential, cost-efficiency The genre’s strength lies in its versatility: Kitchen Nightmares brings in factual entertainment; Come Dine with Me adds a dimension of...
e& PPF expands through M&A across Central Europe to develop convergent offers
e& PPF Telecom Group is emerging as one of the main telecom platforms in Central and Eastern Europe (CEE). In 2025, the joint venture (JV) generated €2.413 billion in revenue, with 12.2 million mobile subscribers, 1.1 million fixed broadband customers and 1.1 million pay-TV subscribers. It is a particularly strong challenger on mobile in its operating markets, being the third...
Brazil’s TV 3.0 marks broadcasters’ transition from channels to platforms
Brazil has 30.8 million free-to-air TV households, 39.5% of its 78 million TV households and the largest FTA base in Latin America, a region that totals 81.6 million FTA households out of 201 million TV households. That's where DTV+, the brand name for interactive TV, launched: the first next-generation terrestrial platform to go commercial in Latin America, covering 22 cities...
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...
