Newsletter 18th of October

NYHETSBREV

18 October 2023

These are the main topics this week:

  • The Q3 earnings season has arrived
  • Disney celebrates 100 years and cooperates with Tiktok
  • Max to air the 2024 Olympic games and SVT secures rights to highlights

EARNINGS

The Q3 earnings season has arrived

 

This morning, Tele2 kicked off the media sector’s Q3 earnings season. Here are some of the highlights from the presentation:

 

  • Q3 earnings in line with analysts‘ expectations.
  • End-user service revenue SEK 5.4 billion, an increase by 3% organically YOY, explained by a strong performance both in the Baltics and Sweden.
  • Financial guidance full year 2023 and mid-term ambition repeated.
  • Tele2 CEO commented “our IT transformation is making very good progress, and we expect to unite the legacy platforms of our brands Tele2, Comviq and Com Hem into one common infrastructure in Q1 next year”.

 

Netflix will follow Tele2, as the streamer presents its Q3 earnings later tonight. The upcoming weeks are packed with presentations from the media industry. We will keep you posted.

 

Insight: Nordic Media & Markets

This analysis tracks the progress of individual and household payments per service and actor, as well as overall media expenditures. The primary focus is mapping out the allocation of expenditures across audio, video, text, and access. Published biannually.

 

Expressen puts podcasts behind a paywall for the first time

 

DR blocks ChatGPT

 

Spotify celebrates 15 years

 

EU opens investigation into X over alleged disinformation

 

X starts experimenting with a USD 1 yearly fee for new users

 

VIDEO

Disney celebrates 100 years and cooperates with Tiktok

 

On Monday, The Walt Disney company celebrated 100 years in business. The company celebrates its anniversary throughout October with special activities, the release of a special short film, re-release of Disney classics in theaters etc.

 

In honor of the anniversary, the company has also co-operated with Tiktok to create a unique content-hub on the social media platform. The users will be able to watch videos from Disney’s brands, create their own videos with Disney music and effects, play Disney trivia, and collect and trade “Character Cards” of Disney characters.

 

 

In addition to the launch of the content-hub, Disney will become a Tiktok Pulse Premiere publisher. Tiktok Pulse Premiere is an ad product allowing marketers to position their ads directly after Tiktok’s publisher and media partners’ content. The feature is described as a brand-safe space as they’re guaranteed their ads will run immediately after what Tiktok refers to as “suitable Tiktoks” from premium publishers. Hence, Disney and Tiktok’s new partnership will allow advertisers to deliver ads next to Disney’s entertainment and sports content on Tiktok’s For You feed.

Insight: Nordic TV & Streaming

This analysis covers both the TV- and streaming markets in the Nordic countries. It rests on three pillars: the consumers, the market, and the actors. Analyzing the consumers takes us far – but not all the way. Studying the actors and the market as a whole is just as important.

 

Telia presents new CEO

 

Streamers win cases against TV pirates in Sweden

 

The Crown’s final season comes to Netflix next month

 

TORE, new Swedish drama series to launch on Netflix 27th October

 

Netflix will open a new store concept in the US

SPORTS

Max to air the 2024 Olympic games and SVT secures rights to highlights

 

Next year’s Olympic summer games will be aired on Warner Bros Discovery’s new streaming service Max in Europe. This was announced by Warner Bros Discovery on Monday at Mipcom Cannes.

 

Max is not yet available in Europe but will launch in 22 European countries in spring next year. These countries include, among others, the Nordics and the Netherlands, as these markets already have HBO Max. Later next year, there will be a second wave of launches including markets like France and Belgium, which currently don’t have HBO Max.

 

 

In other news regarding the Olympics, Warner Bros. Discovery and Swedish Public service company SVT have entered a content deal for the upcoming Summer Olympics in Paris 2024. The deal gives SVT broadcasting rights to daily highlights of all competitions.
 

“This marks a perfect start to SVT’s new Olympic journey. We are really excited to partner with Warner Bros Discovery and to be able to offer audiences complementary daily summaries and in-depth coverage during Paris 2024”, says Max Bursell, Head of SVT Sport.
 

Warner Bros. Discovery has the exclusive live broadcast rights for the 2024 games, both digitally and linearly. Earlier this year it was announced that SVT, together with other European public service companies had secured the rights to the Olympic games between 2026 and 2032.

Sports Analysis

This analysis covers both the TV- and streaming markets in Sweden. It rests on three pillars: the consumers, the market, and the actors. Analysing the consumers takes us far – but not all the way. Studying the actors and the market as a whole is just as important.

 

Netflix launches first live sports event with Netflix Cup

 

TV4 to co-produce international drama with Anthony Hopkins

 

Disney and TV 2 to collaborate on advertising sales in Norway

 

Microsoft completes takeover of Activision Blizzard

 

 

Mediavision in the News

 

Summerat: Svenskarnas kontodelning kostar en miljard – Tidningen Näringslivet

 

Trots tuffa tider för hushållen – många fortsätter betala för strömningstjänster – SVT

 

Eksplosiv vækst i tv- og streamingindhold overvælder seere og får flere til at give op – Mediawatch

 

Så slår krisen mot tv-tittarna – Göteborgs-posten

 

Markant flere husstande har en internetforbundet tv-enhed – Mediawatch

 

Research: Streaming heightens demand for connected devices – Advanced Television

 

Trots krisen – betalningsviljan för rörligt ökar – Dagens Media

 

Svenskarnas kontodelning kostar jättarna nära 1 miljard kronor – Dagens Industri

 

Trendbrott: Fler svenskar piratkopierar film och tv – Dagens Nyheter

Industry Events

 

Stockholm Film Festival: 8-19 November 2023, Stockholm, Sweden**

 

MIPTV: 15-17 April 2024, Cannes, France

 

* Mediavision will attend
** Mediavision will present