Research Highlights

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 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...

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...

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...

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...

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 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...

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 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 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...