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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...
1 in 10 Fiction Series currently on Disney+ are acquired from European broadcasters
Since last summer and up to recent weeks, Disney+ has multiplied content partnerships with European public and commercial broadcasters alike, showing clear signs that the group aims at localizing its catalogue in the region. With these successive deals, 1 in 10 Fiction Series currently available on Disney+ are titles acquired from European broadcasters. In July 2025, Disney+ first announced a...
Hacia los 193 millones de Smart TVs: El mapa de la televisión conectada en América Latina
El Mundial impulsará la venta de televisores en América Latina. Según estimaciones de Dataxis, en 2026 se venderán 38,9 millones de Smart TVs, alcanzando un parque instalado de 193 millones de unidades, de las cuales el 83.5% estará efectivamente conectado. A través de este universo, el negocio de la publicidad en Connected TV (CTV) cobra fuerza, proyectando ingresos de USD...
Heading Toward 193 Million Smart TVs: Mapping Connected TV in Latin America
The World Cup is set to drive television sales across Latin America. According to Dataxis estimates, 38.9 million smart TVs will be sold in 2026, bringing the installed base to 193 million units—83.5% of which will be actively connected. Within this ecosystem, the Connected TV (CTV) advertising business is gaining significant momentum, with projected revenues of USD 450 million by...
