Market & Commercial Dynamics

• 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 for…

• Disney Offers Voluntary Early-Retirement Packages to Senior Staff

  Disney Offers Voluntary Early-Retirement Packages to Senior Staff Disney is offering enhanced early-retirement packages to high-ranking employees as part of a cost-cutting drive, with chief people off…

• Altice France Q2 Revenue Falls 8.7% as Subscriber Losses Continue

  Altice France Q2 Revenue Falls 8.7% as Subscriber Losses Continue Altice France, SFR's parent company, posted Q2 revenue down 8.7% to 2 billion euros, with fixed down 5.4%, mobile down 9.3% and EBITDA…

• Oliver & Ohlbaum: PSBs Still Power 85% of British TV

  Oliver & Ohlbaum: PSBs Still Power 85% of British TV An Oliver & Ohlbaum study for Everyone TV finds public service broadcasters remain behind 85% of original British TV production, and warns the UK s…

• Disney Raises Legacy Disney+, Hulu and ESPN+ Bundle to $27.99

  Disney Raises Legacy Disney+, Hulu and ESPN+ Bundle to $27.99 Disney will raise the price of its legacy Disney+, Hulu and ESPN+ bundle to $27.99 a month from September 17, extending the pricing wave t…

• European Broadcasters Have Lost 21 Points of Market Share in Italy and France Since 2020

  European Broadcasters Have Lost 21 Points of Market Share in Italy and France Since 2020 Research by consultancy eMedia for Il Sole 24 Ore shows Italian broadcasters' market share fell from 78% to 57%…

• Netflix UK Revenue Tops £2 Billion, Overtaking ITV's Broadcast Business for the First Time

  Netflix UK Revenue Tops £2 Billion, Overtaking ITV's Broadcast Business for the First Time Companies House filings show Netflix's UK revenue rose 11.3% to £2.06 billion ($2.8 billion) in 2025 on 7% pa…

• Netflix in Talks to Carry Peacock and Fox One as Streaming Shifts to Bundling Wars

  Netflix in Talks to Carry Peacock and Fox One as Streaming Shifts to Bundling Wars The New York Times reports Netflix has discussed carrying Peacock and Fox One inside its app, extending the aggregati…

• Bedrock CEO Makes the Case for a Pan-European Streaming Stack

  Bedrock CEO Makes the Case for a Pan-European Streaming Stack Marion Ranchet's Streaming Made Easy features Bedrock CEO Jonas Engwall arguing that competing with global streamers from a single market …

• ESPN Unlimited Sets First Price Increase Since Launch

  ESPN's flagship streaming tier rises to $31.99 a month on September 17, its first hike since launching in August 2025.