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PREMIUM

Ad-tiers are causing Netflix an ARPU slump in Western Europe 

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...

Published on: July, 2025
PREMIUM

Los canales de TV podrían perder un 20% de sus ingresos para 2029 en América Latina 

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...

Published on: June 2025
PREMIUM

TV networks to lose up to 20% of their revenues by 2029 in Latin America, what comes next ? 

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...

Published on: June 2025

BVOD to account for 10% of European broadcasters’ ad revenues in 2025 

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...

Published on: June 2025
PREMIUM

Can Netflix and Canal+ unlock French-speaking Africa? 

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...

Published on: June 2025

In 2024, Peacock reached the $2B milestone in advertising revenue 

Last year, Peacock generated more than $2B in advertising revenue. The Paris Olympics mainly drove this success, leading to a robust third quarter. In the first quarter of 2025, the growth was more modest (around 2.5% compared to 2024), but the future looks more promising as NBCUniversal’s streaming service is expected to capitalize on the new NBA rights that they...

Published on: June 2025
PREMIUM

Connected TV dominates Latin America: 9 out of 10 homes will have streaming by 2029 

In 2024, Latin America reached a record with 163 million Smart TVs installed, and streaming is consolidating as the main form of audiovisual consumption. The rapid adoption of streaming devices and accessible screens means that, in just five years, 90% of households in the region will have access to digital content on their televisions. In 2024, there were 163 million...

Published on: June 2025
PREMIUM

La TV conectada domina América Latina: 9 de cada 10 hogares tendrán streaming en 2029 

En 2024, América Latina alcanzó un récord con 163 millones de Smart TV instalados, y el streaming se consolida como la forma principal de consumo audiovisual. La rápida adopción de dispositivos de streaming y pantallas accesibles impulsa que, en solo cinco años, el 90% de los hogares de la región tengan acceso a contenidos digitales en sus televisores. En 2024,...

Published on: June 2025

In 2024, Netflix captured 1 in 4 new TV and OTT European subscriptions 

In an increasingly fragmented content consumption market, where record numbers meet looming forecasts, it's worth stepping back to assess which players truly gained ground over the past year. The usual suspects are leading the pack. Netflix nears 10 million new subscribers, more than one-third of the top 20 combined. Even as its ad-supported tier is only available in 5 markets,...

Published on: June 2025
PREMIUM

Is Vodafone’s right-sizing paying off already? 

Announced in May 2023 following its year-end result publication, Vodafone embarked in a “right-sizing” journey over the last 2 years, most notably in Europe where it has significantly reduced its portfolio. The group has sold operations in Spain (to Zegona in October 2023) and in Italy (to Swisscom in March 2024), shortly after selling assets in Hungary (to 4iG in...

Published on: June 2025