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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...
Vertical Fiction Finds Its Place in LATAM’s Media Industry
In a very short time, vertical series have evolved from an isolated trend into a new category within the Latin American audiovisual industry. Throughout 2025 and 2026, broadcasters, OTTs and production companies across the region launched platforms, divisions and original productions specifically designed for mobile-first consumption. Globo created GloboPop, ViX launched MicrO, Mega developed MegaShorts, and new platforms such as...
La ficción vertical encuentra su lugar en la industria audiovisual de LATAM
En muy poco tiempo, las series verticales dejaron de ser una tendencia aislada para consolidarse como una nueva categoría dentro de la industria audiovisual latinoamericana. Durante 2025 y 2026, broadcasters, OTTs y productoras de toda la región lanzaron plataformas, divisiones y producciones específicas para consumo mobile-first. Globo creó GloboPop, ViX lanzó MicrO, Mega desarrolló MegaShorts y nuevas plataformas como Shorta,...
Nokia, Inseego and the New Economics of FWA Broadband Hardware
Nokia’s transfer of its FWA business to Inseego is a very interesting transaction on the telecom hardware market; not because the FWA market is weak, but because it reveals how difficult it has become to capture sustainable value in broadband CPE, and increasingly so in the FWA segment. The structure of the deal itself is striking: Nokia transfers a business...
