Read up on the full press release here with commentary from Mediavision’s senior analyst Fredrik Liljeqvist.

Amazon

• Amazon reported better-than-expected earnings and revenue for the fourth quarter, but gave poor guidance for the current period, making the stock fall more than 5% in extended trading.
• Net sales increased 10% to USD 187.8 billion in the fourth quarter, compared to USD 170.0 billion in fourth quarter 2023.
• Operating income increased to USD 21.2 billion in the fourth quarter, compared to USD 13.2 billion in fourth quarter 2023.
• Amazon’s advertising revenue increased 18% to USD 17.3 billion.

Disney

• Disney’s revenues increased 5% YOY to USD 24.7 billion from USD 23.5 billion the same period last year.
• Disney’s net income increased nearly 23% to USD 2.64 billion, or UDS 1.40 per share, from USD 2.15 billion or USD 1.04 per share, during the corresponding quarter last year.
• The company’s streaming business reported another quarter of profitability despite a 1% decline in subscribers for Disney+, totalling at 124.6 million. Total Hulu subscriptions rose 3% during the period to 53.6 million.

Sanoma

• Sanoma Group’s net sales amounted to EUR 241.5 million in Q4 2024, a -5% decrease YOY, from EUR 253.4 million in Q4 2023.
• The media segment also decreased by -5% YOY in net sales, from EUR153.1 in Q4 2023 to EUR 145 in Q4 2024. The drop was explained by lower TV and print advertising sales and divestments, while subscription sales continued to grow.
• Sanoma noted that growth in digital subscriptions was driven by the SVOD service Ruutu+, where the subscription base reached its all-time-high. The exact number of the subscriber base was not announced, though.
• In 2025, Sanoma expects that the Group’s reported net sales will be EUR 1.28‒1.33 billion, compared to EUR 1.34 million in 2024.

Storytel

• Storytel Group’s revenue exceeded one billion SEK for the first time in a single quarter, growing 9% YOY to 1,028 MSEK in Q4 2024. The increase was driven by solid growth in both the streaming and the publishing segments.
• Adjusted EBITDA (earnings before interest, taxes, depreciation and amortisation) increased by 96% to 192 MSEK, equalling a margin of 18.6%.
• Streaming net sales in Q4 increased by 7% YOY to 878.8 MSEK. A slightly weaker Swedish currency supported growth, which was 6% at constant exchange rates.
• Average paying subscribers were 2,441 million in Q4, an increase of 11% YOY. For the Nordics, average paying subscribers was 1,279 million in Q4.

Telenor

• Norwegian telecom operator Telenor reported fourth-quarter core operating earnings in line with estimates.
• Service revenues were NOK 16,266 million in Q4, representing an increase of NOK 149 million or 0.9%, compared to Q4 2024. The organic growth in service revenues was 1.1%.
• In the Nordics, organic service revenues grew by 2.3% in the fourth quarter, driven by a 3.3% increase in mobile service revenues.
• The Board of Directors of Telenor proposes a dividend of NOK 9.60 per share for 2024.

“We are well aware that many Danes are only interested in certain parts of our sports offerings. We must acknowledge that we have not been reaching them effectively. That is why we are introducing more tailored products and launching these two packages,” said Sine Smith-Jensen, Senior Vice President at Viaplay’s commercial division in Denmark, during the press conference, as reported by Ekstra Bladet.

Both packages are priced at DKK 299 per month. The first package gives access to Danish football, including the Superligaen, Nordic Bet Ligaen, and Pokalturneringen, along with access to series and films. The second package includes full Champions League coverage, as well as series and films, but does not include Danish or English football.

For those who want access to both Danish football and the Champions League, Viaplay offers the Premium package for DKK 499 per month. This package is also required for viewers who want to watch the English Premier League and other sports, such as Formula 1.

The new packages are set to be launched sometime before summer, though an exact date has yet to be announced.

Podcastlyssnandet på ny rekordnivå i Sverige – Omni

Over 700,000 households in Sweden now have access to illegal IPTV – Nordisk Film & TV Fond

Research: Sweden adds 1m SVoD subs in 2024 – Advanced Television

Nytt rekord för stacking 2024  – Dagens Media

Marie Nilsson: Med lite tur blir 2025 ett ljust medieår – Dagens Media

Svenske unge tilbringer næsten en time om dagen på at se videoer på sociale medier – Mediawatch

Apparna avslöjar svenskarnas dåliga vanor – Dagens Industri

Research: Half Norwegian households now have streaming bundles via operators – Advanced Television

2025 preview: Who drives scripted commissioning next year? – Nordisk Film & TV Fond

Tiktok störst bland unga – det blir konsekvenserna – Expressen

Stadig flere velger strømming med reklame: – Lar seg ikke skremme – Kampanje

Strømming med reklame fortsetter å vokse kraftig i Norge – KOM24