Recent reports
Netflix to carry TF1: Now an aggregator
19 June 2025Netflix’s deal to carry TF1 channels and on-demand content in France indicates that it is now interested in becoming an aggregator—its scale and reach make it attractive but terms will not suit everyone
This reach should be advantageous for TF1, giving the company access to viewers that currently are not regularly exposed to its programming, while also boosting frequency
For FTA operators this deal highlights a possible template to maintain some stability in reach, with less of the uncertainty of content distribution on YouTube
As Ligue 1 seeks yet another broadcast arrangement for next season, the French league’s value is expected to erode further.
Outside the UK, the value of major leagues’ live rights are trending downwards. The Champions League—now sold by Relevent—is the silver lining, seeking to sign up a streamer.
Global streaming platforms have a growing appetite for sports rights—but European leagues need patience.
VodafoneThree launch: Astute, tentative steps
12 June 2025VodafoneThree's launch incorporates a number of swift and astute commercial decisions, which is particularly welcome given the challenging balancing act that the company needs to perform
The network upside will be felt quite quickly for Three customers primarily, with protection for Vodafone customers built in. Longer-term, the Government policy shift towards better coverage may require investment beyond the committed £11bn plan
We view some moves as helpful to prospects in the broadband market, others less so, and continue to have question marks about the attractiveness of this segment for VodafoneThree