đ RTL Just Dropped A Gem
On Europeans and Americans' Video Habits | Weekend Wrap Up Edition | Week 13/2025
Disney+ vows to never repeat past mistakes, Apple just got busted playing privacy hero and amid all this drama, Netflix drops shiny new ad-tier figures in France and we got a present from RTL Ad Alliance on Europeansâ video habits. We cover that and much more in this edition of Streaming Made Easy.
Happy sunny weekend everyone.
đĄâŻA Tale Of Two Spin Offs
One is a done deal. The other is in the works. With a healthier Pay TV business, Canal+ still saw a valuation cut in half (as a stand alone company) versus the groupâs expectations so Comcast should prepare themselves. Tune it to find out all about it in this weekâs episode of The Media Odyssey Podcast.
| LISTEN HERE đ | WATCH HERE đ |
đ° Not The Same Mistake Twice
Remember the biggest mistake Disney and Netflix made? Well Disney+ decided it wouldnât happen again under their watch.
đâŻBeyond France
As much as I believe in the power of local content players, I canât help but worry about their long-term sustainability in a globalised world. Thatâs why Iâm welcoming TF1âs upcoming move into a new continent.
đ° Retention Or Acquisition?
All eyes on the partnership launched this week between Le Monde / TĂ©lĂ©rama & Max. Why? If proven successful, it could become the blueprint for other cross-vertical bundles. Whatâs the most likely outcome though: that they acquire new subscribers or retain existing ones?
I think Max will gain new subscribers (who upgrade their LM/TĂ©lĂ©rama subscriptions) while the two publishers will make their digital subscription stickier. Hereâs the data to back my claim.
â Busted
The French competition authority has ruled that Apple's App Tracking Transparency (ATT) framework violates antitrust law. A major win for 3rd-party developers. No Apple you canât pretend to be the knight in a shining armour protecting our privacy, we know what you were doing here. Apple was fined âŹ150M which is pocket money for a company valued at $3 trillion so what happens next? Read on here.
đ Streamersâ Ad Reach
The last public number we got on Netflixâs French subscriber business dates back to July 2022. You can thank ad-supported tiers for initiating a bit more transparency from streamers. You donât sell ads without proving reach. Hence Netflixâs recent announcements in the UK (8.9M unique viewers in Jan. 2025, up 27% from Sept. 2024) and France (8.2M viewers declared having used Netflix with ads over the last 12 months and reported currently using; +67% from June 2024).
If Netflix claims the number one spot, where does that leave Prime Video? Despite turning on ads for all, Prime Video would then have a lower reach than Netflix in France? Surprising but subscriber doesnât equate active user especially in a multi-vertical bundle like Prime.
đȘđș Resilient TV
RTL AdAllianceâs latest report "The new life of the living room" is the most comprehensive and free resource to understand the behaviours of European audiences.
New this year:
â The expansion to Poland, Austria and Switzerland
â The addition of the US
The latter matters because more often than not the world is seen through the lens of the US. This drives executives to make the wrong claims and take the wrong decisions when it's time to launch and grow in Europe.
Here are some of my favourite data points from the study about viewing habits, our 1st destination for content when we switch on our TV and one more proof that SVOD has a content discovery problem.
Thatâs it for today but before you go, tell me:
Enjoy your day and see you on Tuesday for a Deep Dive edition of Streaming Made Easy Premium.
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