Research Highlights

In February 2024, Yango announced the launch of Yango Play, an extensive entertainment super app now available in Saudi Arabia, UAE, Qatar, Oman, Bahrain, Kuwait and Egypt. A few months prior, in November 2023, Orange introduced its Max It Super App, which brings together My Orange, Orange Money and, soon, an entertainment and content service. The multiplication of streaming platforms...

The European FAST market has experienced significant growth in recent years and has reached new heights in the last year. Pluto TV nearly tripled its channel lineup since 2021, while LG Channels and Samsung TV Plus surpassed the milestone of 500 unique active FAST channels across Europe by the end of 2023, compared to 366 and 286 respectively at the...

The time for market consolidation has still not come in the highly competitive TVOS space, with new actors joining the party over the last quarters. In Europe, the market is dominated by Google’s Android TV/Google TV and Samsung’s Tizen. The latter relies on Samsung’s position as the number one TV brand, while the latter benefits from its numerous partnerships with...

With a growing number of European operators advertising multi-gig internet plans, a new generation of broadband CPE has to roll out across consumers’ homes to enable these 2Gbps, 5Gbps and even 10Gbps services. Gateways need to support faster connectivity, heavier applications and a rapidly growing number of connected devices in each home. Meanwhile, as fiber infrastructure rollout progresses across Europe...

In Europe, the OTT market is reaching a pivotal point this year. The whole industry is expected to weigh EUR 39 billion in 2024, and video advertising is the growth motor of the sector. By 2025, advertising revenues will represent over 40% of the market in value, a 4.5-point increase compared to 2023.  With Netflix, Disney+ and Prime Video’s ad-tiers...

On March 1st, Japan’s Prime Minister Kishida validated the scrapping of the so-called “NTT law” in 2025. This law contains all rules applying to telecommunications operator NTT, which used to be  wholly state-owned. Among them stands the obligation for the company to disclose its R&D results, which hinders its global competitiveness. Indeed, NTT bets hard on its Innovative Optical and...

Early February, Charter CEO Chris Winfrey indicated that the cable operator expected to complete its Docsis 4.0 network upgrade in 2026, instead of the originally planned 2025 target date. Charter was supposed to follow in the footsteps of Comcast, which started implementing Full-Duplex Docsis 4.0 to its first customers end 2023. This network upgrade, and the associated promise of multi-gig...

Netflix saw record growth in Latin America in Q4 2023. It achieved a 5.4% quarterly increase in subscribers, something it hadn't done since 2020 during the pandemic. The last quarter also marked an exceptional year in which it managed to return to double-digit year-on-year growth and add more than 4.3 million accounts. Behind the success are the new plans with...

Where do we stand on the Streaming Wars? After years fighting to acquire subscribers, platforms are now focused on the Profitability and Customer Retention Battlefield: but how will Netflix, Prime Video, and others keep differentiating? Content will remain the key topic, but its increasing costs remain a real threat to profitability. Pricing strategies? Yes, ad-tiers were already introduced from 2022...

In Chile, Claro VTR recently presented an unprecedented offer: starting March 1, its clients will have access to eight streaming platforms without an additional cost: Max (that launched in Latin America at the end of February), Prime Video, Universal+, Mega Go, Atresplayer, Cindie, Edye and Rivii. The firm presents a second alternative: in exchange for an extra $3,0, it will...