European Online Advertising
This report addresses four principal questions:
Recent reports
Disney+ broadcaster deals: targeting engagement
6 October 2025Disney+’s content deals with FTA operators in the UK, Germany and Spain have been characterised by the company as a lever to boost engagement from its older audiences but also younger viewers increasingly disconnected from broadcasters
Greater volumes of proven local programming on Disney+ can only be helpful—the divergent viewing tastes of Germany and Spain are case studies in the regional specificities of content demand
Further, a greater variety of content and release patterns will challenge current Disney+ viewing behaviours and could create greater urgency around usage
IBC 2025: Universal AI ‘features’ obscured the gems
29 September 2025At the International Broadcasting Convention (IBC) 2025, vendors and broadcasters showcased plenty of incremental improvements to production using AI—but the show also previewed significant future disruption to traditional production methods.
Distribution is a focus for innovation: Formula 1 demonstrates a compelling personalised product and delivery that takes superfans beyond what can be offered in a single broadcast.
Broadcasters are adapting to a rapidly changing technical landscape at a time of increased pressure on audience trust and the geopolitical climate.
Reasons to be cheerful: European mobile in Q2 2025
18 September 2025Europe experienced flat service revenue growth in Q2, with French trends worsening as SFR’s woes intensified.
There are signs of better pricing momentum in several markets, particularly in Italy and in Germany where O2 has softened its aggressiveness.
This, together with expected improved momentum in the UK, and a likely resolution in France, paints a more positive outlook—and will be particularly helpful for Vodafone’s German turnaround ambitions.