NPA: Southern Europe Is a “Sanctuary” for TV Groups as Northern Viewing Erodes

NPA Conseil’s H1 2026 review finds Europe’s video market split in two: total viewing time keeps eroding in the UK and Germany while Spain and Italy hold stable or grow slightly. The consultancy also argues the “gateway to the viewer” is shifting from DTT, linear grids and operator set-top boxes to a layer of technical intermediaries faster than economic and regulatory frameworks can adapt, comparing the diverging linear-to-streaming bets of TF1, M6, ITV, ProSiebenSat.1, RTL Group and Atresmedia.