Market insights
August 27, 2026
HIGHLIGHTS: A crowded market: Mexico already averages close to two streaming subscriptions per subscriber – the highest stacking density in Latin America, rising to 2.22 by 2031. A growing industry: L...
HIGHLIGHTS: A crowded market: Mexico already averages close to two streaming subscriptions per subscriber – the highest stacking density in Latin America, rising to 2.22 by 2031. A growing industry: Latin American SVOD subscriptions overall are projected to grow 25% – six times faster than North America – driven by broadband rollout in Colombia, Brazil, […]
August 11, 2026
HIGHLIGHTS: Discovery has already left the app. 55% of consumers now use the internet to find shows, movies and live events, and nearly 70% of young adults rely on search engines to do it. Localized ...
HIGHLIGHTS: Discovery has already left the app. 55% of consumers now use the internet to find shows, movies and live events, and nearly 70% of young adults rely on search engines to do it. Localized metadata is no longer just a UX asset. It’s the raw material that AI search, recommendation engines, and programmatic ad […]
July 29, 2026
HIGHLIGHTS: A global rollout isn’t one product: it’s many localized products. FIFA offered broadcasters just two options for hydration-break ads, but across more than 220 territories, diff...
HIGHLIGHTS: A global rollout isn’t one product: it’s many localized products. FIFA offered broadcasters just two options for hydration-break ads, but across more than 220 territories, different commercial models turned them into almost as many outcomes as markets. Viewers compare their market against others in real time. American fans downloaded VPNs to skip hydration-break ads [&helli...
July 14, 2026
HIGHLIGHTS: Netflix has invested over $23 million in Nigerian productions, not as a local market bet, but because Nigerian content already travels – 70% of watch time on Nigerian content on YouTube co...
HIGHLIGHTS: Netflix has invested over $23 million in Nigerian productions, not as a local market bet, but because Nigerian content already travels – 70% of watch time on Nigerian content on YouTube comes from outside Nigeria. Nollywood YouTube channels are on track to generate $200 million annually, with YouTube TV watch time up 40% in 2025. […]
June 25, 2026
HIGHLIGHTS: The era of the mass audience has permanently ended. Insights from StreamTV 2026 indicate a transition from a unified monoculture toward “feudal media,” a landscape where unreac...
HIGHLIGHTS: The era of the mass audience has permanently ended. Insights from StreamTV 2026 indicate a transition from a unified monoculture toward “feudal media,” a landscape where unreachable audiences remain unaware of your brand’s existence. Existing infrastructure remains inadequate for this level of fragmentation. Crucial elements such as measurement, discovery, and metadat...
June 11, 2026
HIGHLIGHTS: Rising churn rates and shifting audience behavior have made engagement and retention the industry’s primary performance metrics. AI-powered personalization is a key retention strateg...
HIGHLIGHTS: Rising churn rates and shifting audience behavior have made engagement and retention the industry’s primary performance metrics. AI-powered personalization is a key retention strategy, helping platforms increase watch time and improve content discovery. However, AI alone is not enough to create meaningful audience engagement. As streaming platforms optimize for both local loyalty...
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