
SVOD


The Secret Behind Neon’s Rise and Why Its Future Still Hangs in the Balance
While most independent distributors faltered after the lockdowns started a cycle of theatrical collapse, Neon doubled down on theatrical releases, carefully timed VOD windows, and an expanding slate of in-house productions. But behind the critical acclaim lies a high-stakes business model facing mounting financial pressure.

Window Shopping: Why Holding Back Pays Off in Streaming Distribution
Studios are no longer tied to a single strategy for releasing films. Instead, each major player is now juggling theatrical, transactional, and streaming windows with increasing precision. Below is an examination of how studios like Universal, Sony, and Paramount are embracing staggered, platform-specific Pay-One strategies.

Cannes Recalibrates: Pre-Sales Shrink, Streamers Stall, and Co-Productions Surge
The 2025 Cannes Market delivered more questions than answers, as industry players navigated, stalled US deals, shrinking Pay-1 licensing windows, and a growing rift between premium and mid-budget titles. High production and distribution costs are driving greater selectivity among studios and streamers, leaving many films without buyers in the North American market.

Cannes 2025: Rising Costs, Fewer Bets, and Smarter Deals in a High-Stakes Market
Despite record attendance and renewed energy on the Croisette, the Cannes 2025 Film Market is operating under the familiar strains of soaring acquisition costs, and a struggle to reconcile rising budgets with narrowing margins. For buyers and sellers alike, the market is less about glitz and more about financial clarity, pricing discipline, and navigating global distribution headwinds.

All Eyes on Pre-Sales: Can Cannes 2025 Spark a Market Revival?
The slowdown in packaging during the first half of the year, has led to a stronger-than-usual Cannes lineup. The market is flush with well-developed packages and finished films with genuine theatrical potential. With more robust slates from top sales agencies and buyers reportedly ready to move on high-promise titles, Cannes 2025 could outperform recent years.


The Window Is the Product: Why Streaming’s Next Battleground Is Access, Not Content
The dominance of social video platforms and the plateau of streaming growth signal a new phase in entertainment. Content alone is no longer a moat, as production becomes riskier and audiences more complicated to retain—especially as many content creators and executives prioritize agenda-driven programming over compelling storytelling.

The Broadcast Boom: Why Traditional TV Still Matters in a Streaming World
As streaming platforms continue to dominate the conversation, traditional broadcast networks are proving their staying power by strategically aligning with digital platforms. New data confirms that network television still commands a substantial audience, with streaming partnerships extending its reach and influence.

Beyond Binge Watching: Ads, Sports, and Telecoms Are Steering Streaming Back to Cable’s Playbook
The U.S. streaming market is saturated, with 96% of households subscribed to services, prompting a shift from acquisition to retention strategies. Ad-supported models are gaining traction as affordability overshadows uninterrupted viewing. Live sports and telecom partnerships are key growth areas, while brand ecosystems are vital for subscriber retention in this maturing landscape.

One Platform to Rule Them All: Aggregation Will Alter Streaming Markets in 2025
Standalone SVOD services are experiencing a shift as consumers grapple with rising costs and subscription stacking. Many are turning to video aggregators, which simplify access but risk escalating prices. The market may soon consist of fewer standalone players alongside aggregators, highlighting the necessity for service bundling to reduce churn and enhance consumer convenience.

2024 in Review: Netflix Reigns, Roku Rises, Theaters Falter, and Trends Shaping 2025
In 2024, the media industry faced significant challenges, with domestic box office revenues falling sharply due to delays and a lack of original content. Contrarily, free ad-supported streaming platforms like Roku gained traction, indicating a shift towards cost-effective viewing. The industry grapples with evolving strategies amid ongoing mergers and the rise of library content.

Europe’s AVOD Boom: How Ad-Tiers Will Reshape Streaming Markets in 2025
Europe’s streaming market is on the verge of transformation, propelled by the rise of ad-supported video-on-demand (AVOD) platforms. Consumers increasingly favor lower-cost subscription plans featuring ads, benefiting major players like Netflix and local entities such as TF1+. However, platforms face challenges with ad relevance, viewer retention, and stringent EU regulations.

SVOD Trends in 2025: International Variability, Advertising, and Pricing Adjustments
Content and pricing strategies are shifting as platforms focus on retaining subscribers with live sports and bundled services. Sports rights, such as those for the Champions League and NFL, have driven substantial growth for Paramount+ and Peacock—Prime Video benefits from integrating most major streaming services into one platform.

Retention Over Acquisition: How UK and US Streamers Adapt to Market Saturation
As global streaming markets mature, platforms are shifting focus from acquisition to retention amid near-saturation in regions like the U.S. Strategies include ad-supported tiers and content diversification. While platforms strive to meet changing demands, competition is intensifying, particularly in the ad-supported landscape, emphasizing the need for innovation and strategic partnerships for sustained growth.

Super-Bundles and Churn Reduction: Disney’s Vision for Streaming Dominance
Disney’s super-bundling of Disney+, Hulu, and ESPN+ forms a key part of its streaming strategy amidst rising subscription costs that echo traditional cable models. The $30 mega-bundle with Max aims to reduce churn and simplify streaming but raises concerns over overwhelming choices and competitive pricing, challenging Disney to attract new subscribers effectively.

Challenging Amazon: Walmart’s Vision for the Future of Subscription Streaming
Walmart is enhancing its streaming presence through the $2.3 billion acquisition of Vizio, aiming to compete with Amazon. By integrating Vizio’s technology into its retail ecosystem and leveraging its advertising capabilities, Walmart seeks to grow its streaming subscriptions and capitalize on the decline of traditional TV, creating a comprehensive media platform.

The FAST Frontier: How Free Ad-Supported Platforms Are Transforming Streaming and Cable Television
As streaming fatigue sets in, consumers increasingly opt for FAST (Free Ad-Supported Television), with traditional cable providers feeling the pinch. Once considered fringe players, FAST platforms capture significant market share with their ad-supported, cost-free models, while SVOD giants drive premium content strategies and global expansion.

Breaking Free: Disney Declares Independence from the Apple App Store
In a bold move to reclaim control over streaming revenue, Disney has severed its dependency on Apple’s App Store for new subscriptions to Disney+ and Hulu. This decision, echoing similar actions from Netflix, signifies a financial strategy and a broader power dynamics shift between content providers and tech platforms.