Newsletter 16th of April
NYHETSBREV
16 April 2025
Welcome back to another edition of Mediavision’s newsletter. Here are the main topics this week:
- Readly Q1 earnings
- Price hikes on video services in Denmark & Sweden
- Tele2 launches new flexible packages
EARNINGS
Readly Q1 earnings
On Monday, the Swedish digital magazine subscription service started off the Q1 earnings season this week. Here are a few of the highlights from the report:
- Revenue for the period totalled SEK 182.6 million, an increase of 5% compared to the first quarter of 2024.
- The number of full-paying subscribers decreased 7% YOY, totalling 426,525 in Q1 2025. Adjusted for divestments, the number of full-paying subscribers decreased 1.3%.
- Operating result (Earnings Before Interest and Taxes) was SEK 13.4 million, compared to SEK -0.4 million in Q1 2024, and corresponding to an operating margin of 7.3%.
Not only was the Q1 report announced by Readly on Monday — two new deals between Bonnier News and Readly were also revealed. Bonnier News is bidding for the remaining shares in Readly, while Readly has entered into an agreement to acquire the magazine app Arcy from Bonnier News.
Bonnier News currently owns 79.12 percent of the shares in Readly and is offering to buy the remaining shares at SEK 27.50 per share. The purchase price will be paid in newly issued Readly shares through a non-cash issue.
Arcy, developed as part of Bonnier News’ digital initiative, will become part of Readly once the transaction is completed. Arcy currently has approximately 11,600 subscribers and serves as a content provider for Bonnier News Group’s platform +Allt, which has over 900,000 subscribers.
The transaction is subject to approval at Readly’s Annual General Meeting on 14 May 2025.
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Insight Nordic Media & MarketsThis 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. |
VIDEO
Price hikes on video services in Denmark & Sweden
The Danish TV-operator Yousee is increasing their prices again. The reason is a new law which mandates that TV distributors must charge VAT on copyright fees. The new law has been in the works for several years, and although it appeared to be off the table briefly in 2022, it was ultimately passed in December 2024.
“The new law takes effect from July 1, 2025. This means that prices for YouSee’s TV packages will increase by 13–19 DKK per month, depending on which TV package you have,” YouSee wrote to customers.
As recently as January this year, prices were last increased for YouSee customers, when, for example, the classic TV packages rose by DKK 20 (basic), DKK 40 (medium), and DKK 50 kroner, respectively.
In Sweden, Amazon Prime Video has increased its monthly price for the first time since its launch in 2021.
The new monthly fee is SEK 69 — an increase of SEK 10. There is also an option to pay an annual fee of SEK 649, which represents a SEK 100 increase. The new pricing takes effect immediately for new customers, while existing subscribers will see the price increase in May.
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Insight Nordic TV & StreamingThis 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. |
TV
Tele2 launches new flexible packages
Swedish operator Tele2 is launching new, flexible TV and streaming packages. The new packages are designed to meet a greater demand of customization and flexibility. Users can change parts of their content – for example, replacing one streaming service with another – without affecting the overall price. This way, customers can continuously customize their package based on what they want to watch, month by month.
The new flexible option is available with the streaming package called Streaming Flex, where customers can choose two services of Max, SkyShowtime, and TV4 Play+. The same flexibility applies to the TV & Streaming Plus and Premium packages, where customers also have the option to choose additional linear channels instead of one of the streaming services.
Tele2 is also introducing TV Hub 2. This device brings together TV channels, apps, and rental movies, with support for 4K HDR and Dolby Atmos. The TV Hub 2 comes with the most popular streaming apps pre-installed and is now included with all TV and streaming packages ordered online.
Mediavision in the News
Mediavision reports a huge increase in piracy in the Nordics – Cineuropa
Stor ökning hos yngre – allt fler väljer digital tidning – Sveriges Radio
TV 2 og producent har klinket skårene og vender tilbage til oprindelig plan for Superliga-kampe – Mediawatch
Marie Nilsson: Sportsändningar i sin linda – så kan de utvecklas framåt – Dagens Media
Competition intensifies in Finnish streaming market – Broadband TV News
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
Apparna avslöjar svenskarnas dåliga vanor – Dagens Industri
Research: Half Norwegian households now have streaming bundles via operators – Advanced Television
Tiktok störst bland unga – det blir konsekvenserna – Expressen
Stadig flere velger strømming med reklame: – Lar seg ikke skremme – Kampanje
Industry Events
* Mediavision will attend
** Mediavision will present