Research Highlights

Netflix ended 2024 on a strong note, posting a 16% year-on-year revenue growth. Dataxis estimates that yearly advertising revenues reached $1.3 billion worldwide. Netflix reported that the ad-supported tier represented 55% of new sign-ups in all available markets. Introduced in late 2022, Netflix's cheaper, ad-based plan now counts 70 million Monthly Active Users according to the company itself. In the...

Brasil lidera el mercado Ad-Tier de Latam. En 2024 el volúmen de cuentas se triplicó y totalizó 17.2 millones; 30% del total de cuentas. La opción con publicidad fue introducida por Netflix a fin de 2022 y en 2024 lo hizo explotar. Los Ad-tier también son ofrecidos por las plataformas líderes: Disney+, Globoplay, Max y, desde Q2 2025, por Prime...

Last week, Japanese mobile carrier KDDI announced it would start to provide Starlink’s direct-to-cellphone service. Quite remarkably, the “au Starlink Direct” offer notably enables users to get support from Google’s Gemini. Although not the first of its kind, this agreement is still pretty rare in the region and beyond, as it embodies how telecom operators can monetize AI on the...

Brazil leads the Ad-Tier market in Latam. In 2024, the volume of accounts tripled and totaled 17.2 million, 30% of the total. Netflix introduced the advertising option at the end of 2022 and exploded in 2024. Ad-tier is also offered by the leading platforms: Disney+, Globoplay, Max, and, from Q2 2025, Prime Video. Ad-tier plans contribute almost USD 500 million...

As of January 2025, Morocco has become the country with the largest Netflix library in the MENA region, offering around 8,400 titles to local audiences.  The expansion of Netflix's library has been a trend across MENA recently, and it continued between December 2024 and January 2025 in all countries except in Algeria and the UAE. Algeria saw a slight dip...

In a recent reflection on iROKOtv’s long journey, Jason Njoku wrote that “the market won.”  After a decade chasing subscription streaming in Nigeria, the economics just didn’t work.The service shut down its operations by 2023, having burned USD 100 million in investment before ultimately concluding that the domestic market couldn’t sustain a paid OTT Model. That experience captured the optimism...

Last February, Xperi entered the US Smart TV market, by launching TiVo OS-powered TV sets in partnership with Sharp. The release of these TV sets represents one of the latest moves by CTV players to gain market shares in the highly competitive TVOS space. The market does not lack challengers: either existing ones, expanding to new regions and/or TV brands,...

Is collaboration the only way for European broadcasters to succeed in the OTT era? Analysts (including the one writing) have been writing chronicles about the decline of linear broadcast globally for several years, highlighting how global digital players have been gulping a growing part of domestic actors’ market shares, and how this threatens the long-term prospects of national media actors....

La venta de activos Telefónica Hispam reorganiza el mercado. Telefónica recién empieza con un desguace por país que dejará múltiples herederos. En ese nuevo mundo, América Móvil quedará como el único actor de escala continental y, por falta de un contrapeso equivalente, su volúmen parece agigantarse. A eso se suma que la salida de Telefónica tampoco ha significado la entrada...

The sale of Telefónica Hispam assets reorganizes the market. Telefónica is just starting with a country-by-country dismantling that will leave multiple heirs. In this new world, América Móvil will be the only player on a continental scale and, due to the lack of an equivalent counterweight, its volume seems to grow. In addition, Telefónica's exit did not mean the entry...