In 2025, Latin America had a total of 133.5 million fixed broadband connections—a year-over-year increase of 4.7% and a 38% rise since 2020. Following this continuous growth, there was a widespread shift toward fiber optics (FTTx), which now accounts for 71.2% of connections. Behind this expansion lies a significant shift in the competitive landscape. Although incumbent operators still lead in...
En 2025, América latina totalizó 133.5 millones de accesos de banda ancha fija; un salto interanual del 4.7% y del 38% desde el año 2020. Tras ese crecimiento continuo, hubo una apuesta generalizada por la fibra óptica (FTTx), que ya concentra el 71,2% de los accesos. Detrás de la expansión hay un fuerte cambio competitivo. Aunque en los mayores mercados...
Streaming platforms intend to reach new and older audiences; telecom operators’ to increase their breadth of services while offsetting decline in linear TV relevancy; and both of them are looking to increase stickiness. As a result, Telco-SVOD partnerships bloomed and reinvented themselves, from simple add-ons, to expanded TV packages, sign up offers, and hard bundles. Our survey shows that more...
Usage-based insurance (“Pay How You Drive”) has evolved from black boxes and smartphone apps over decades. The concept remains simple: share driving data to pay less. Since the 2020s, connected vehicles and embedded sensors have shifted the balance. Automakers now hold an advantage, capturing more granular data than third-party devices and operating vehicles with multiple onboard cameras, including dashcams. Throughout...

Growth in OTT volumes continued to slow down: 2025 brought in 15 Million new subscriptions, against 25 Million a year prior. 2024 had seen an uplift in the reach of SVOD with, for the first time in 4 years, more new households paying for a service. This recovery coincides with the roll-out of ad-tiers, but is also a cyclical, macro-related...
In H2 2025, Sky NZ generated 64M NZD in advertising revenue, compared to 30M in 2024. This significant growth has to be seen in the light of the acquisition of Warner Bros Discovery’s FTA linear and streaming assets in New Zealand (through Discovery NZ), in last August. Indeed, without those assets, Sky NZ’s ad revenue would have matched 2024’s revenue at...
Early March, AXA Im Alts, part of BNP Paribas Group, completed the 40% stake acquisition of FiberPass, a joint venture wholesale operator launched by Telefónica and Zegona Communications-owned Vodafone Spain a year ago. FiberPass covers around 3.7 million fiber premises with 1.4 million actual customers. Following the transaction, Telefónica retains a 55% majority stake, while Vodafone Spain’s shares fall to...
After weeks of bidding war for Warner Bros. Discovery, Netflix ultimately walked away from the process, winning a USD $2.8 billion breakup fee and reiterating that the deal was “a nice-to-have, not a must-have.” Paramount prevailed with a $110 billion offer that has a clear rationale: scale up streaming, combine libraries, and cut costs. But the risks are just as...
Showmax’s upcoming shutdown announcement last week came as difficult news for the African entertainment ecosystem. Multichoice was not able to find a profitable model for its streaming platform and Canal+ Africa's new leadership team, in a context where traditional pay TV subscribers are also decreasing, decided to cut their losses. In this challenging environment, analysing content preferences across Sub-Saharan Africa...
Last month, the German government announced that it was planning a new set of measures for streaming services and TV networks to protect and boost its domestic content industry. Just before the start of the Berlinale, the German production industry celebrated both the introduction of a quota that requires global streamers and domestic TV stations to invest at least 8%...