Research Highlights

In April, Claro Chile unveiled a new partnership with CYAN designed to provide its mobile subscribers with online protection. Other America Movil subsidiaries elsewhere in Latin America had already been offering similar services to their customers (Claro Brazil, Claro Paraguay or Claro Peru). After Chile, one can reasonably expect similar deals to be signed by subsidiaries from smaller markets still...

Over the last months, several major mergers have been announced or completed between cable or telecom operators in the US: Charter-Cox, AT&T-Lumen, Verizon-Frontier, Bell-Ziply Fiber, not to mention the ones associated with T-Mobile. Let’s analyze how those moves illustrate the recent evolutions in the US broadband market, and how they might define new trends going forward. Does the future look...

What happened in streaming in Q1 2025? We're excited to launch our new Streaming quaterly news, crafted by our team of analysts. Released quarterly after data publications, it will bring together key trends and insights shaping market dynamics in each region. > EUROPE Launches Paramount+ Expands Ad-Tiers: Now live in UK & Ireland, with DACH region launched in Q2 2025....

At Anime Expo 2025, Netflix reiterated its focus on anime, noting that half of its subscribers now watch the genre. Dan Da Dan Season 2 is airing weekly, with Leviathan, Sakamoto Days, and My Melody & Kuromi all launching throughout July 2025. Other platforms are expanding as well. In March, Amazon MGM Studios emphasised anime’s importance in its global strategy,...

According to Dataxis’ latest releases, the total number of fixed broadband subscriptions will reach 2 billion in 2031, up from 1.64 billion at the end of last year. In 2035, it will reach 2.27 billion subscriptions, growing at a CAGR of 2.7% from 2025 to 2035. This overall growth will be mainly driven by two technologies. First, fiber will account...

Netflix’s Average Revenue Per User (ARPU) is finally stabilizing in Western Europe, after two consecutive years on the decline. The transition to much cheaper advertising-supported plans, initiated in 2022, significantly eroded subscription revenues, as part of a larger bet on volume and advertising opportunities. However, the recent price hikes to these same ad-tiers in 4 of the 5 countries in...

En junio de 2025, Fox Corporation anunció la adquisición de Caliente TV, una plataforma centrada en deportes y canal de TV paga en México, propiedad de la casa de apuestas Caliente. Con esta operación, Fox accede directamente a derechos premium como la UEFA Champions League, la Ligue 1 y partidos seleccionados de la Liga MX (Tijuana, Querétaro, entre otros). Lanzado...

In June 2025, Fox Corporation announced the acquisition of Caliente TV, a sports-focused platform and Pay TV channel in Mexico owned by bookmaker Caliente—granting itself direct access to rights for UEFA Champions League, Ligue 1, and select Liga MX matches (Tijuana, Querétaro…). Launched in September 2023 with free access, Caliente TV transitioned to paid tiers in February 2025 (MXN 115/month, around USD 6), consolidating...

European BVOD is expected to generate 2.6 billion euros in revenues in 2025, or 10% of broadcasters’ overall advertising revenue on video media. This segment of video advertising is expected to grow by 17% in 2025, slightly outperforming the overall industry and growing 2.6 points faster than the value of video ad revenues on social media platforms. This reflects an...

Less than a year ago Canal+ CEO Maxime Saada shared during an investor presentation his thoughts about the relationship between Netflix and his company. He declared that “although we could be perceived as competitors, we were actually on the same side, encouraging people to pay for content”. After making this a reality in France and Poland, Canal+ recently took this...