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Mixed fortunes for Comcast’s domestic connectivity business in Q2 2025
Comcast posted solid Q2 2025 results, despite ongoing subscriber losses in its core broadband segment. Revenue grew 2.1% year-over-year to $30.31 billion, ahead of expectations. Net income surged to $11.12 billion, but this growth is mainly due to the $9.4 billion gain from the sale of its Hulu stake. Regarding domestic broadband, Comcast is still facing severe headwinds. The company...
Millicom’s balance sheet optimization enables high-value acquisitions in LATAM
Millicom's (MIC) Q2 2025 confirmed two clear trends that have been visible since Atlas took control: an investment fund linked to Xavier Niel, owner of Iliad. First, the company continued its acquisition spree, taking over Telefónica´s operations in Ecuador and Uruguay during the quarter. If all MIC's current bids receive approval, it will become the second-largest telecommunications holding company in...
La optimización del balance de Millicom permite adquisiciones de alto valor en LATAM
El Q2 2025 de Millicom (MIC) ratificó dos claras tendencias visibles desde la toma de control de Atlas: un fondo de inversión ligado a Xavier Niel, dueño de Iliad. Por un lado, continuó con su raid de compras y en Q2 se alzó con Telefónica en Ecuador y Uruguay. De aprobarse todas las ofertas que MIC tiene en marcha, será...
PREMIUM
Which consumer cybersecurity providers have secured the best position to capture future growth?
In April, Claro Chile unveiled a new partnership with CYAN designed to provide its mobile subscribers with online protection. Other America Movil subsidiaries elsewhere in Latin America had already been offering similar services to their customers (Claro Brazil, Claro Paraguay or Claro Peru). After Chile, one can reasonably expect similar deals to be signed by subsidiaries from smaller markets still...
PREMIUM
The M&A frenzy in the US broadband market
Over the last months, several major mergers have been announced or completed between cable or telecom operators in the US: Charter-Cox, AT&T-Lumen, Verizon-Frontier, Bell-Ziply Fiber, not to mention the ones associated with T-Mobile. Let’s analyze how those moves illustrate the recent evolutions in the US broadband market, and how they might define new trends going forward. Does the future look...
PREMIUM
Quarterly Insights Streaming – Worldwide
What happened in streaming in Q1 2025? We're excited to launch our new Streaming quaterly news, crafted by our team of analysts. Released quarterly after data publications, it will bring together key trends and insights shaping market dynamics in each region. > EUROPE Launches Paramount+ Expands Ad-Tiers: Now live in UK & Ireland, with DACH region launched in Q2 2025....
PREMIUM
Anime Is Now Mainstream: How Will Crunchyroll Adapt to the Changing Anime Map?
At Anime Expo 2025, Netflix reiterated its focus on anime, noting that half of its subscribers now watch the genre. Dan Da Dan Season 2 is airing weekly, with Leviathan, Sakamoto Days, and My Melody & Kuromi all launching throughout July 2025. Other platforms are expanding as well. In March, Amazon MGM Studios emphasised anime’s importance in its global strategy,...
Fixed wireless to become the 2nd largest fixed broadband technology in 2027
According to Dataxis’ latest releases, the total number of fixed broadband subscriptions will reach 2 billion in 2031, up from 1.64 billion at the end of last year. In 2035, it will reach 2.27 billion subscriptions, growing at a CAGR of 2.7% from 2025 to 2035. This overall growth will be mainly driven by two technologies. First, fiber will account...
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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...
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...
