News
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Omdia: Global TV Shipments Grow 3.6% in Q2 as World Cup Lifts Western Europe 9.5%
Omdia: Global TV Shipments Grow 3.6% in Q2 as World Cup Lifts Western Europe 9.5% Global TV shipments rose 3.6% year-on-year to 48.8 million units in Q2 2026, driven by FIFA World Cup demand and Prime Day timing, with Western Europe up 9.5% and North America up 4.7% while China fell 15.1%. Mini LED reached 13% of global shipments.
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3Play Media: AI Dubs Outperform Original English Tracks by 24% on View Duration
3Play Media: AI Dubs Outperform Original English Tracks by 24% on View Duration Localization firm 3Play Media said its AI dubs on YouTube have passed 30 million hours watched, and that over two months across eight languages, AI-voiced local dubs delivered 24% higher average view duration than the original English tracks. The company will demonstrate the technology at IBC 2026 in Amsterdam in September.
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NPA: Southern Europe Is a “Sanctuary” for TV Groups as Northern Viewing Erodes
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.
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Bundesliga Places UK and Ireland Live Rights With Jamie Vardy’s Creator-Led Network
Bundesliga Places UK and Ireland Live Rights With Jamie Vardy’s Creator-Led Network Banijay Entertainment agreed a deal with the Bundesliga to livestream matches in the UK and Ireland, plus archive access, through the creator-led “Jamie Vardy’s Having A Party” digital network run by Banijay UK’s Workerbee. It marks the first time a top-five European football league has placed live rights with a podcast-born creator property rather than a broadcaster or streamer.
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Iliad Posts €502 Million H1 Profit as Subscriber Base Grows to 52.5 Million
Iliad Posts €502 Million H1 Profit as Subscriber Base Grows to 52.5 Million Iliad reported H1 2026 consolidated profit of €502 million — €365 million in Q2 alone, more than double a year earlier — with services revenue up 3.4% organically and 52.5 million subscribers across France, Italy and Poland. Equity free cash flow rose 32% to €661 million, on track to exceed €1 billion for the year.
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The Trade Desk Launches Kokai Zuma Globally, Claiming 32% CPA Cuts From Agentic AI
The Trade Desk Launches Kokai Zuma Globally, Claiming 32% CPA Cuts From Agentic AI The Trade Desk rolled out Kokai Zuma worldwide with a redesigned interface, an upgraded forecasting engine and agentic AI workflows, saying its Koa AI cut cost-per-acquisition 32% across 62 test campaigns. A leaked roadmap also shows an “Ask Koa” network of specialised agents for audience building, campaign creation and troubleshooting.
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Banijay Consolidates Post-Merger: Holland Confirmed as UK Chief, All3Media’s New York Office Closes
Banijay Consolidates Post-Merger: Holland Confirmed as UK Chief, All3Media’s New York Office Closes A month after closing its roughly $8 billion All3Media merger, Banijay confirmed Patrick Holland as executive chairman and CEO of the combined Banijay UK — around 40 labels including Studio Lambert and Neal Street — reporting to group CEO Marco Bassetti. The group is simultaneously closing All3Media International’s New York office, with EVP Americas Jennifer Askin among a small number of departures.
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Roku, Fire TV, Google TV and Apple TV All Raise Prices as Memory Shortage Bites
Roku, Fire TV, Google TV and Apple TV All Raise Prices as Memory Shortage Bites All four major streaming-device ecosystems have raised hardware prices, with Amazon lifting Fire TV devices by $10–$60 as the AI-datacenter-driven memory shortage pushes component costs up across the industry. A reported White House plan for new tariffs on chips and consumer hardware could inflate the cost of the streaming entry point further.
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Danish Broadcasters Take 58% of TV Viewing While Netflix Gets 6%, Ranchet Tells Copenhagen
Danish Broadcasters Take 58% of TV Viewing While Netflix Gets 6%, Ranchet Tells Copenhagen In her Copenhagen TV Festival keynote, analyst Marion Ranchet used Danish viewing data to argue that US-centric strategy decks mislead European operators: DR and TV 2 command 58% of Danish viewing against Netflix’s 6%. Grading the US and Europe across seven pillars, from advertising stack to distribution, she found Europe trails on most but wins decisively on the one that matters most — local content and audience trust — with 66% of Danes watching video on a TV set daily versus 41% in the US.
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Bertelsmann Raises Guidance as RTL Streaming Turns Profitable for the First Time
Bertelsmann Raises Guidance as RTL Streaming Turns Profitable for the First Time Bertelsmann reported H1 2026 revenue of €9.3 billion and group profit up 45% to €292 million, raising its full-year forecast on the strength of the completed Sky Deutschland acquisition and the imminent BMG–Concord merger. RTL’s streaming business delivered its first-ever positive contribution — paid subscriptions up 20.7% to 8.7 million, streaming revenue up 27.2% to €299 million, full-year streaming adjusted EBITDA now guided to roughly €120 million — while CEO Thomas Rabe said the group could close “one or two larger transactions” within months.
