Recent reports
Disney continued to grow profitability across its three segments, even as streaming subs and revenue remain stagnant. Stoked by Trump-uncertainty, headwinds could have ramifications for leadership succession planning
Challenges to Disney+ engagement may not yet be impacting subscriptions but it will compromise the fame of core IP assets and therefore monetisation opportunities
Green shoots are finally emerging from Disney's games strategy with Disney+ entering Fortnite
The erosion of the website’s centrality, and the rise of creators and influencers generates multiple challenges for media –people’s choices have grown enormously. This report highlights consumer behaviour: what people trust and value.
Through a series of case studies we demonstrate people’s needs are resilient: helpful and convenient services with personality that can be trusted, all enhanced by strong community.
Media brands continue to play a critical and trusted role for people to navigate marketplaces, interests and their work life. The role of product –and by extension, the leadership and structure of product development –has grown in importance.
Consolidation cries crank up: European mobile in Q4 2024
30 April 2025Service revenue growth remained firmly negative at -1.0% in spite of inflation of +2.1%, as competition remains intense and pricing power weak.
Operators are guiding to a 2025 EBITDA performance that is broadly in-line with, or weaker than, their 2024 performance, with SFR choosing to abstain from guidance this year.
In-market consolidation cries are getting louder, with France, Italy and Germany the most obvious candidates.