Ancast Intelligence Newsletter – Thursday, November 20, 2025

EXECUTIVE SUMMARY This week in AI, technology, and broadcasting, we’ve seen significant strides and shifts that underscore the dynamic nature of these industries. From the celebration of World Television Day to groundbreaking developments in direct-to-device satellite communications and the increasing traction of women’s sports in streaming platforms, the landscape continues to evolve. Notably, the potential consolidation in the media sector with major players preparing bids for Warner Bros. Discovery highlights the ongoing transformation and adaptation strategies by legacy and new-age companies alike. These developments not only reflect the current state of the market but also set the stage for future trends and opportunities. INDUSTRY NEWS Deep Fusion boosts production efficiency with software suite expansion Deep Fusion has expanded its software suite, designed to enhance production efficiency with a focus on speed and user experience. This move is part of a broader trend towards optimizing digital workflows in media production. Read More → Bids prepped for WBD The likes of Comcast, Paramount /Skydance, and even Netflix (which once declared it had no interest in acquiring legacy media networks) are reportedly among the suitors set to make a takeover bid for Warner Bros. Discovery. This move could significantly alter the media landscape, highlighting the value of established networks in the streaming era. Read More → TECHNOLOGY UPDATES Report: Gap between the promise and reality of AI narrows Deloitte has released its annual Technology, Media & Telecommunications Predictions report, which highlights how AI is redefining the foundations of hardware, software, telecom, and media. AI-driven innovations are increasingly becoming integral to operational efficiencies and consumer offerings in these sectors. Read More → The History Channel Netherlands commissions AI-led time travel series In an innovative blend of history and technology, The History Channel Netherlands has commissioned a new AI-led series on time travel, developed by Particle6. This series is expected to offer a unique narrative experience driven by AI. Read More → MARKET TRENDS Broadcast in 2026: nine trends and predictions Richard Jonker of Netgear outlines nine key trends and challenges that will shape the broadcast industry in 2026, highlighting the role of network technology in addressing these challenges. Read More → RTL grows streaming business; Q3 revenue flat RTL Group has reported that its group revenue for the first 9 months of 2025 was down 2.2 percent to €4.1 billion, attributed to lower TV advertising revenue and lower content revenue from Fremantle. However, their strategic focus on expanding their streaming services has shown promising growth, reflecting a pivot to more digital, direct-to-consumer offerings. Read More → LOOKING AHEAD As we look to the future, the intersection of AI, technology, and broadcasting is poised to create even more personalized and immersive media experiences. The ongoing advancements in AI and satellite communications are set to enhance the way content is delivered and consumed, making it more accessible and tailored to individual preferences. Moreover, the potential consolidation in the media industry could lead to more robust and diversified entities capable of competing on a global scale. These trends not only highlight the rapid pace of technological evolution but also suggest a future where media and technology continue to be deeply intertwined, driving innovation and growth across all sectors. Ancast Intelligence Your trusted source for expert insights and analysis in AI, technology, and broadcasting innovation. Connect with us: LinkedIn | Email contact@ancast.co.uk © 2025 Ancast Intelligence. Professional insights for industry leaders.

Ancast Intelligence Newsletter – Thursday, November 13, 2025

EXECUTIVE SUMMARY This week in AI, technology, and broadcasting, the industry witnessed significant partnerships and strategic moves that signal a shift towards more integrated and technologically advanced media operations. Notable developments include extended collaborations that enhance localization services, legal battles over technology patents, and strategic expansions into new media and data service markets. These activities underscore the sector’s ongoing transformation, driven by technological advancements and the increasing importance of intellectual property in digital media. INDUSTRY NEWS Amagi powers launch of Kogan TV+ in Australia Amagi, a leader in cloud-based SaaS technology for broadcasters, has facilitated the launch of Kogan TV+, a new streaming service by Kogan Australia. This service aims to blend e-commerce with digital streaming to enhance user engagement. Read More → Research: 38% US internet homes subscribe to sports streaming service A new study by Parks Associates shows a dramatic increase in U.S. households subscribing to sports-specific streaming services, with figures jumping from 4% in 2019 to 38% in 2025. This surge is largely fueled by the popularity of platforms offering exclusive NFL content. Read More → Next Text: As DirecTV and Dish Try to Seize the Remains of the Day, Does It Even Matter? This week, we delve into the implications of the DirecTV and Dish merger, exploring its potential impact on the broader broadcasting and streaming landscape. The discussion also touches on how AI is transforming media consumption. Read More → TECHNOLOGY UPDATES Whisper of future remote production growth in Wales with Calrec Audio deployment – Calrec’s consoles aim to provide adaptability and flexibility, allowing the Cymru Broadcast Centre to meet future production needs as it expands its roster of live sports. This deployment is indicative of the growing trend towards more dynamic and versatile production environments in broadcasting. Read More → France: TV-streaming hybridisation driven by young audiences The integration of traditional TV channels into streaming platforms continues to reshape France’s audiovisual sector. A study by Havas Media Network indicates that this trend is predominantly driven by younger demographics, who favor the convenience and flexibility of streaming services. Read More → MARKET TRENDS Paramount CEO: Our goal is to become the most technologically capable media company – David Ellison has been discussing why technology is key to the company’s vision going forward, and why there are no ‘must-haves’ in terms of acquisitions. This statement reflects a broader industry focus on building technological capabilities internally rather than through expansion via acquisitions. Read More → Report: 61% marketers plan to increase creator marketing in 2026 According to WARC’s “The Marketer’s Toolkit 2026,” a significant majority of marketers are gearing up to boost their investment in creator marketing next year. This shift is part of broader strategic adjustments as brands aim to tap into the authenticity and reach of influencer collaborations. Read More → LOOKING AHEAD As we look towards the future, the intersection of technology and consumer behavior continues to dictate the trajectory of the broadcasting and streaming industries. The increasing scrutiny of content delivery and editorial standards, particularly in public broadcasting, suggests a potential tightening of regulatory frameworks. Meanwhile, the technological empowerment of platforms like Kogan TV+ through companies like Amagi indicates that the future of broadcasting will lean heavily on innovation in service delivery and content personalization. These trends not only highlight the rapid pace of change in the industry but also underscore the importance of adaptability and forward-thinking strategies in staying relevant and competitive in this dynamic market. Ancast Intelligence Your trusted source for expert insights and analysis in AI, technology, and broadcasting innovation. Connect with us: LinkedIn | Email contact@ancast.co.uk © 2025 Ancast Intelligence. Professional insights for industry leaders.

Ancast Intelligence Newsletter – Thursday, November 6, 2025

EXECUTIVE SUMMARY This week in the AI, technology, and broadcasting sectors, significant shifts and developments have been observed that underscore the rapid evolution of these industries. A notable resurgence in the European TV market highlights a broader trend of digital transformation sweeping across traditional media landscapes. Meanwhile, major players like Netflix and Warner Bros. Discovery (WBD) are making strategic moves to capitalize on advertising metrics and subscription growth, respectively. Additionally, technological advancements and strategic partnerships, such as the BT and Starlink connectivity deal, are setting new standards for consumer broadband solutions. These developments not only reflect the current state of the market but also hint at the trajectory of future industry trends. INDUSTRY NEWS Whose Christmas wish will come true? WBD to decide its future next month – WBD is set to announce its strategic plans for the upcoming years by December. This announcement is highly anticipated as it will determine the future direction of the company’s operations and market focus. Read More → Report: Europe’s TV market resurges due to digital shift After a period of stagnation, the European TV market is experiencing a robust recovery, driven by a profound digital transformation. A report from Rome-based ITMedia Consulting indicates an overall market growth, spurred by increased digital adoption and innovative content delivery methods. Read More → WBD adds 2.3m streaming subs in Q3 Warner Bros. Discovery (WBD) has reported financial results for the quarter ended September 30th 2025, with total Q3 revenues down 6 percent at $9 billion (€7.8bn). Despite the revenue dip, the addition of 2.3 million streaming subscribers marks a significant achievement. Read More → Zlatan Gavran new COO as Broadcast Solutions grows management team – Broadcast Solutions has appointed Zlatan Gavran as its new COO. This strategic move is aimed at strengthening the company’s leadership and ensuring a stable future amidst expanding market demands. Read More → TECHNOLOGY UPDATES Inscape Working With Locality to Provide Viewing Data Across National and Local Linear TV and Streaming This collaboration will enable brands to better assess the incremental reach of their advertising campaigns, leveraging comprehensive viewing data. Read More → UK ad-supported streaming hits record 23 million subscribers – According to the latest report from Worldpanel by Numerator, ad-supported streaming services in the UK have reached a new high of 23 million subscribers. This surge is attributed to a significant increase in DAZN’s user base and Amazon Prime Video reclaiming the top spot in viewer preferences. Read More → AWS plans new Atlantic cable capable of streaming 12.5 million high definition films simultaneously – AWS has announced plans to lay a new transatlantic cable to boost global connectivity and support the escalating demand for cloud computing and AI technologies. This development is expected to have a profound impact on data transfer speeds and network reliability. Read More → MARKET TRENDS BT signs Starlink connectivity deal; H1 revenue dips BT and Starlink have announced what they describe as a “landmark agreement” which will bring Starlink’s satellite connectivity to BT and EE consumer broadband customers, complementing BT Group’s fiber offerings. This partnership aims to enhance rural and underserved areas’ connectivity. Read More → SES revenue up 20%; shares crash SES has included Intelsat’s revenues for the first quarter (and the combined company’s third-quarter) which have been consolidated since July 17th, in reporting the results for the three and nine months ended September 30th 2025. Despite a 20% revenue increase, SES shares have unexpectedly crashed. Read More → Coalition for Innovative Media Measurement Combines With The Attention Council This merger will enhance efforts to study and understand media attention metrics, crucial for future advertising and content strategies. Read More → LOOKING AHEAD As we look to the future, the integration of advanced digital technologies and strategic partnerships will continue to shape the broadcasting and technology industries. The resurgence of the European TV market, driven by digital transformation, indicates a growing preference for innovative and flexible content delivery methods. Moreover, collaborations like the BT and Starlink deal are likely to set new standards in connectivity, potentially reshaping consumer expectations and industry standards. These trends suggest a dynamic future, where adaptability and forward-thinking strategies will be key to success. Ancast Intelligence Your trusted source for expert insights and analysis in AI, technology, and broadcasting innovation. Connect with us: LinkedIn | Email contact@ancast.co.uk © 2025 Ancast Intelligence. Professional insights for industry leaders.

Ancast Intelligence Newsletter – Thursday, October 30, 2025

EXECUTIVE SUMMARY This week in the AI, technology, and broadcasting sectors, we’ve observed significant strides in infrastructure development and technological integration aimed at enhancing content delivery and security. As we approach significant global events like the Olympic Winter Games, companies are unveiling advanced facilities and partnerships that promise to revolutionize the way audiences consume media. Additionally, the persistent challenge of content piracy remains a focal point, prompting new solutions and strategies to safeguard intellectual property in the digital age. INDUSTRY NEWS Power to the people – With synthetic content becoming increasingly indistinguishable from reality, the world is drowning in misinformation. BBC principal R&D engineer Judy Parnall tells Kevin Emmott how the broadcaster is tackling this challenge through innovative technology and stringent content verification processes. Read More → Hearst Networks launches FAST channels on Trailblazer TV Hearst Networks has expanded its digital footprint by launching five new FAST channels on Trailblazer TV. These channels, including Mystery TV and History Hunters, are set to cater to niche audiences, leveraging Hearst’s strong content curation capabilities. Read More → Netgear boosts IP development with expanded training platform Netgear is expanding its Academy Education Network, incorporating training modules from various industry partners to foster better integration across media and entertainment sectors. This initiative is designed to enhance skills and streamline the adoption of IP-based technologies. Read More → Repelling the content pirates In an insightful discussion with Robin Boldon from Friend MTS, Matthew Corrigan explores the ongoing battle against content piracy and the technological and legislative efforts to curb this issue. With piracy evolving, the industry seeks more robust solutions to protect creative content. Read More → TECHNOLOGY UPDATES Bitmovin Observability released as standalone solution Bitmovin has launched a new observability solution specifically designed for video playback. This tool provides real-time analytics and monitoring, crucial for enhancing the performance and reliability of streaming services and live broadcasts, particularly in sports. Read More → LiveU adds cloud-native watermarking with Kinetiq partnership LiveU has teamed up with Kinetiq to integrate cloud-native watermarking technology into its Matrix global IP distribution solution. This collaboration aims to enhance the tracking, protection, and monetization of live video content, marking a significant advancement in broadcast technology. Read More → NEC to acquire CSG for $2.9bn – NEC Corporation is set to acquire CSG Systems International, a move that will enhance NEC’s capabilities in digital transformation solutions. The acquisition, valued at approximately $2.9 billion, underscores NEC’s strategy to expand its global footprint in IT and network services. Read More → MARKET TRENDS AI-native Wonder Studios secures $12 million investment Wonder Studios, a pioneering AI-native company based in London, has secured a substantial $12 million investment. This funding will support the doubling of their engineering team and accelerate their growth strategy, reinforcing the studio’s position in the competitive media landscape. Read More → Telco CEOs call for urgent EC action on digital connectivity Leading European telecom executives have urged the EC to accelerate efforts in enhancing digital connectivity across the continent. This call to action highlights the critical need for robust digital infrastructure to support growing demands for connectivity and digital services. Read More → LOOKING AHEAD As we look to the future, the integration of advanced AI and cloud-based technologies across broadcasting and media production is set to redefine industry standards. The expansion of training platforms and the introduction of new monitoring tools indicate a shift towards more sophisticated, seamless production and distribution processes. Moreover, as the industry grapples with the challenges posed by content piracy, the development of more effective security measures will be crucial. These advancements not only promise improved operational efficiency but also open up new possibilities for content creation and distribution, ensuring that the media landscape continues to evolve in exciting and innovative ways. Ancast Intelligence Your trusted source for expert insights and analysis in AI, technology, and broadcasting innovation. Connect with us: LinkedIn | Email contact@ancast.co.uk © 2025 Ancast Intelligence. Professional insights for industry leaders.

Ancast Intelligence Newsletter – Thursday, October 23, 2025

EXECUTIVE SUMMARY This week in the realms of AI, technology, and broadcasting, several groundbreaking developments have emerged that signify major shifts and potential opportunities within the industry. Notably, Warner Bros Discovery has initiated a strategic review following interest from multiple parties, signaling a potential sale that could reshape the landscape of media ownership. Additionally, the integration of AI into broadcasting reached a new milestone with Channel 4 in the UK deploying an AI-generated presenter, marking a significant evolution in how content could be delivered in the future. These developments, alongside advancements in virtual production and AI-driven media management, suggest a rapidly evolving sector that is increasingly influenced by technological innovation. INDUSTRY NEWS Virtual production first for CBeebies and VERSA Manchester Blending traditional techniques with digital environments, The Great Ice Cream Hunt marks the first time the channel has used the technology. The post Virtual production first for CBeebies and VERSA Manchester… Read More → More human than human? Channel 4 debuts UK first AI presenter The latest episode of Dispatches, Will AI Take My Job, was presented by an entirely AI-generated creation. The post More human than human? Channel 4 debuts UK first AI presenter appeared first on TVBEurope… Read More → NBCUniversal invests in Run3TV NBCUniversal has made a strategic investment in Run3TV, a platform under the ATSC 3.0 Framework Authority, aimed at enhancing broadcaster capabilities through advanced technology. This partnership underscores the growing importance of innovative broadcast solutions in the competitive media landscape. Read More → Samsung launches Perplexity AI-powered TV app Samsung Electronics has unveiled the Perplexity AI-powered TV app, enhancing its Vision AI Companion. This app represents a significant step forward in integrating AI technology into consumer electronics, offering users a more interactive and personalized viewing experience. Read More → TECHNOLOGY UPDATES Bitmovin leverages AI to process over one million stream tests per week The testing framework uses AI analysis to determine the root cause of issues, with the results used by Bitmovin to power its weekly SDK releases. The post Bitmovin leverages AI to process over one million stream tests per week… Read More → Inscape Working With Locality to Provide Viewing Data Across National and Local Linear TV and Streaming This new partnership will enable brands to measure the incremental reach of their advertising campaigns more effectively, leveraging comprehensive viewing data. Read More → Research: AI, curation, third-party data power new era in media buying Recent research from Experian highlights a significant shift in media buying, with an increased reliance on AI, third-party data, and curated content strategies. This evolution is driving more targeted and efficient advertising practices across media platforms. Read More → MARKET TRENDS Netflix aims to ‘push the boundaries of production’ by combining VFX, virtual production businesses ‘Merging Scanline VFX and Eyeline Studios under one brand enables us to pioneer new tools and facilitate creative collaboration,’ said the company. The post Netflix aims to ‘push the boundaries of production’ by combining VFX, virtual production businesses… Read More → Rethinking broadcasting: three imperatives for survival and growth Andrew Bunten, COO of video entertainment at Irdeto explores the strategies needed for broadcasters to thrive in a rapidly evolving marketplace. The post Rethinking broadcasting: three imperatives for survival and growth… Read More → Eutelsat Q1: Video down, OneWeb up Eutelsat reported a 2.2 percent decrease in overall revenues, with the video division experiencing the most significant drop. Conversely, its partnership with OneWeb has shown positive growth, reflecting shifting consumer preferences towards broadband and connectivity solutions. Read More → LOOKING AHEAD As we look to the future, the integration of AI and advanced digital technologies in broadcasting and production heralds a transformative era for the industry. The potential sale of Warner Bros Discovery could catalyze further consolidation and innovation, while the advent of AI presenters and virtual production techniques are set to redefine content creation and delivery. These developments not only promise enhanced viewer experiences but also pose new challenges in terms of regulatory frameworks and job dynamics within the sector. As technology continues to advance, staying ahead of these trends will be crucial for industry stakeholders aiming to capitalize on new opportunities and navigate the complexities of an increasingly digital landscape. Ancast Intelligence Your trusted source for expert insights and analysis in AI, technology, and broadcasting innovation. Connect with us: LinkedIn | Email contact@ancast.co.uk © 2025 Ancast Intelligence. Professional insights for industry leaders.

Ancast Intelligence Newsletter – Thursday, October 9, 2025

EXECUTIVE SUMMARY This week in AI, technology, and broadcasting, we’ve seen significant advancements and strategic moves that are shaping the future of the industry. Roku’s expansion with over 40 new FAST channels in the UK marks a significant push into more accessible streaming content, while ITV Studios’ collaboration with Sen introduces an innovative live space broadcasting experience. Meanwhile, the introduction of AI-generated TV presenters by ROXi and the FCC’s ambitious ‘Space Assembly Line’ proposal highlight the rapid integration of advanced technologies within the broadcasting sector. These developments not only enhance content delivery but also set new benchmarks for technological integration in media. INDUSTRY NEWS ROXi debuts AI-generated TV presenters FastStream Interactive has unveiled its first AI-generated virtual TV presenters on its free interactive TV music channel, ROXi. These virtual hosts are expected to revolutionize the presentation and interaction dynamics of TV broadcasting. Read More → Roku launches 40+ FAST channels in UK Roku has launched over 40 new Free Ad-Supported Streaming TV (FAST) channels in the UK, providing viewers with a wide array of content without the need for subscriptions or sign-ups. This expansion, initially announced in September, is part of Roku’s strategy to increase its footprint in the streaming landscape. Read More → Space Live FAST channel launching on ITVX ITV Studios has teamed up with British space media company Sen to launch Space Live, a channel offering continuous live 4K views of Earth from orbit. Set to debut on ITVX on October 15th, this channel aims to bring a new perspective to viewers worldwide. Read More → Limitless wins Premiership Women’s Rugby broadcast contract The deal includes a strategy to bring forward female commentators, analysts, sideline reporters, and production staff. Read More → TECHNOLOGY UPDATES DPP: IBC2025 ‘underscored the shifting dynamics of an industry caught in perpetual transformation’ The IBC2025: Demand v Supply report focuses on three themes that the DPP says were driving conversations at the show: Agentic AI, AV broadcast, and data-driven content. Read More → MPA’s Rivkin slams Sora 2 copyright breaches Charles Rivkin, Chairman and CEO of the Motion Picture Association (MPA), has expressed concerns over OpenAI’s latest video production tool, Sora 2, regarding copyright issues. Rivkin’s criticism underscores the ongoing challenges in managing intellectual property rights in the age of AI. Read More → MARKET TRENDS FCC plans ‘Space Assembly Line’ The FCC’s ‘Space Assembly Line’ proposal not only aims to enhance satellite deployment efficiencies but also reflects broader trends towards industrialization in orbit. This development could lead to more sustainable space operations and potentially lower costs for satellite-based services. Read More → Opinion: Is Agentic AI about to change the media and entertainment industry? Bleuenn LeGoffic, VP business transformation at Accedo, explores how Agentic AI will open the door to adaptive, collaborative systems capable of reshaping how video services operate and innovate. Read More → LOOKING AHEAD The ongoing integration of AI and advanced technologies in broadcasting is set to continue, reshaping how content is created, delivered, and consumed. Roku’s expansion and ITV’s new space-focused channel are just the beginning of more immersive and accessible viewing experiences. Meanwhile, initiatives like the FCC’s ‘Space Assembly Line’ could revolutionize satellite communications, making space technology more robust and cost-effective. As these technologies evolve, they will likely drive further innovation and competition in the broadcasting industry, offering both challenges and opportunities for all stakeholders involved. Ancast Intelligence Your trusted source for expert insights and analysis in AI, technology, and broadcasting innovation. Connect with us: LinkedIn | Email contact@ancast.co.uk © 2025 Ancast Intelligence. Professional insights for industry leaders.

Ancast Intelligence Newsletter – Thurday, October 2, 2025

EXECUTIVE SUMMARY This week in the AI, technology, and broadcasting sectors, several pivotal developments have emerged, signaling both growth and transformation across these industries. Notably, the surge in Connected TV (CTV) advertising views in Europe marks a significant shift in content monetization strategies, reflecting broader trends in digital consumption and advertising efficacy. Meanwhile, the U.S. streaming landscape is witnessing an increasing overlap of content across various platforms, suggesting a strategic pivot towards maximizing audience reach and platform utility. Additionally, major corporate movements such as FuboTV’s merger with Hulu + Live TV, approved by shareholders, indicate a consolidation trend aimed at strengthening market positions in a competitive streaming environment. INDUSTRY NEWS Banijay and Moments Lab partner on AI-powered content discovery As the latest phase in Banijay’s digital transformation strategy, the solution will enable the optimisation of its 200k plus hours of content. Read More → Report: CTV ad views up 31% YoY in Europe The FreeWheel Video Marketplace Report (VMR) highlights the changing dynamics of how enterprise-class content owners and distributors are monetizing premium digital video content. The data set used for this analysis underscores a significant uptick in viewer engagement and ad consumption across the continent. Read More → TECHNOLOGY UPDATES Opinion: why modern media workflows rely on intelligent global ingest Ali Hodjat, senior director of marketing at Telestream, explains why ingest has become the strategic entry point to the entire media lifecycle. Read More → Zuffa Boxing signs Paramount deal Paramount, a Skydance Corporation, and TKO Group, the sports and entertainment company, have announced a long-term media rights agreement in which Paramount+ will become the exclusive home of Zuffa Boxing, signaling a strategic expansion into combat sports broadcasting. Read More → MARKET TRENDS Research: Content overlap now common on US VoD platforms Insight from Ampere Analysis shows that US streaming platforms are increasingly sharing catalogues across platforms. In July 2025, 39 percent of US titles (67,000 of 172,000) appeared on two or more platforms, highlighting a trend towards a more integrated content strategy. Read More → Is UEFA clearing the way for Netflix to bid for the Champions League? According to reports, European football’s governing body is changing its broadcast rights tender process to allow broadcasters and streaming services to bid for the rights in multiple markets at the same time. Read More → LOOKING AHEAD As we look to the future, the trends highlighted this week suggest a continued evolution of the broadcasting and streaming industries towards more integrated and strategic content distribution. The consolidation of platforms and expansion of content libraries across multiple services will likely enhance user engagement while challenging content creators to differentiate their offerings. Moreover, the technological advancements and corporate strategies observed indicate a robust competitive landscape, where innovation and strategic partnerships will be key to capturing consumer interest and driving growth. As these developments unfold, staying ahead of the curve will be crucial for industry stakeholders in navigating the complexities of a rapidly changing digital environment. Ancast Intelligence Your trusted source for expert insights and analysis in AI, technology, and broadcasting innovation. Connect with us: LinkedIn | Email contact@ancast.co.uk © 2025 Ancast Intelligence. Professional insights for industry leaders.

Ancast Intelligence Newsletter – Thursday, September 25, 2025

EXECUTIVE SUMMARY This week in AI, technology, and broadcasting, we’ve observed significant shifts and strategic moves that are shaping the future of these industries. From YouTube’s dominance in US living rooms to major infrastructure upgrades by Openreach in the UK, the landscape is rapidly evolving. Additionally, the introduction of new streaming channels by Channel 4 and price adjustments by Disney+ highlight the ongoing adaptation of content providers to meet changing consumer demands. These developments not only reflect current trends but also set the stage for future innovations and market dynamics. INDUSTRY NEWS Report: YouTube rules US living rooms – YouTube has solidified its position as the primary entertainment source in many American households. The latest findings from the Precise Advertiser Report: Kids (PARK) show that YouTube’s strategy to capture family audiences has been highly successful. Read More → Yospace achieves glass-to-glass latency of under five seconds Yospace has introduced a groundbreaking L-Shape ad format that complements the main content stream without disruptions, achieving an impressive glass-to-glass latency of less than five seconds. Read More → Disney+ raising subscription prices again – In a recent announcement, Disney revealed another price hike for its Disney+ service, marking the fourth increase in as many years. This adjustment reflects the company’s strategy to balance content costs with revenue needs. Read More → Opinion: Is 5G ready for live production? Samuel Yoffe, senior systems engineer at Neutral Wireless and research fellow at the University of Strathclyde, discusses the burgeoning confidence in 5G technology within the media and entertainment sectors. He emphasizes the need for robust testing and real-world applications to fully leverage 5G’s capabilities in live production environments. Read More → TECHNOLOGY UPDATES Channel 4 is first PSB to launch FAST channels on Freely Channel 4 has launched three new FAST channels: 4Reality, 4Homes, and 4Life, each designed to tap into the lean-back nature of live TV, marking a significant milestone as the first public service broadcaster to adopt this model on Freely. Read More → Openreach’s UK broadband upgrade reaches 20m homes – Openreach has successfully upgraded its broadband infrastructure to cover 20 million homes and businesses across the UK, ensuring widespread access to high-speed internet. Read More → Amagi expands partnership with Free Live Sports – Amagi continues to enhance its offerings in the sports broadcasting sector by expanding its partnership with Free Live Sports, further integrating cloud-based technologies into live sports streaming. Read More → MARKET TRENDS Canal+ takes control of South Africa’s MultiChoice The acquisition of MultiChoice by Canal+ creates a formidable global media entity with a presence across nearly 70 countries, underscoring the growing influence and expansion of media conglomerates in the digital age. Read More → Opinion: factors driving change across the streaming marketplace Craig Ferguson explores the dynamic shifts within the streaming marketplace, highlighting the evolving consumer preferences and technological advancements that are shaping the future of streaming media. Read More → Openreach’s UK broadband upgrade reaches 20m homes – The completion of Openreach’s broadband upgrade marks a major milestone in the UK’s digital infrastructure development, setting a new standard for internet reliability and speed. Read More → LOOKING AHEAD Looking forward, the continuous evolution of streaming services and broadband technology is expected to drive further changes in how content is delivered and consumed. The expansion of services like Disney+ and the technological upgrades by Openreach are likely to enhance user experiences and push competitors to also innovate. Additionally, the integration of AI and cloud-based technologies in broadcasting, as seen with Amagi’s partnerships, points to a future where flexibility and scalability become key competitive advantages. These trends suggest a dynamic period ahead for the broadcasting and technology sectors, with ample opportunities for growth and innovation. Ancast Intelligence Your trusted source for expert insights and analysis in AI, technology, and broadcasting innovation. Connect with us: LinkedIn | Email contact@ancast.co.uk © 2025 Ancast Intelligence. Professional insights for industry leaders.

Ancast Intelligence Newsletter – Thursday, September 18, 2025

EXECUTIVE SUMMARY This week in AI, technology, and broadcasting has been marked by significant developments that underscore the dynamic nature of these industries. From traditional TV viewership gains due to college football to innovative product launches like the Roku TV smart projector, the landscape continues to evolve. Additionally, major job cuts at Sky and the expansion of HBO Max into new markets in the Asia Pacific region highlight strategic shifts and growth in streaming services. These events not only reflect current market trends but also set the stage for future industry trajectories. INDUSTRY NEWS Prime Video introduces alternate UEFA Champions League feed for broadcast innovations The alternate feed will evolve throughout the current season, incorporating AI-powered innovations that promise to bring unprecedented features and insights to sports broadcasting. Read More → Roku TV smart projector launches in US – Roku has expanded its product line with the launch of the Aurzen Roku TV Smart Projector D1R Cube in the US. This device offers 1080p Full HD resolution and is tailored for both indoor and outdoor use, promising to enhance the home entertainment experience. Read More → Sky to cut a further 600 jobs – In a significant restructuring move, Sky plans to eliminate 600 jobs in the UK. This decision is part of a strategy to pivot more towards streaming services, following a series of product launches. The total impact will be felt by approximately 900 employees. Read More → Alliance for Open Media set to release AV2 by end of 2025 AV2 promises to provide enhanced support for AR/VR applications, split-screen delivery of multiple programs, and improved handling of screen content. This development is poised to set new standards in media consumption and content delivery across various platforms. Read More → TECHNOLOGY UPDATES Data: Long-term R&D investment paying off in Wales Media Cymru’s campaign “Fuelling the Future” has highlighted significant outcomes from investments in research, development, and innovation in Wales. These initiatives have substantially boosted productivity and technological advancements in the region. Read More → Inscape Working With Locality to Provide Viewing Data Across National and Local Linear TV and Streaming This collaboration will enable brands to better measure the incremental reach of their advertising campaigns across various platforms. Read More → IBC2025 attendee numbers down, but organisers see more engagement with next-generation Despite lower attendance, IBC2025 showcased a more dynamic and inclusive event, focusing on next-generation technologies and strategies. Read More → MARKET TRENDS Opinion: Deal-a-vision 2025: all-of-the-above or all-in on aggregators Paul Pastor discusses the strategic implications of broadcasters adopting a comprehensive approach to content aggregation, suggesting that flexibility and collaboration could be key to success in the evolving media landscape. Read More → Coalition for Innovative Media Measurement Combines With The Attention Council This merger aims to enhance the study of attention metrics in media and advertising, a critical area as brands seek more effective engagement strategies. Read More → Paramount Skydance/Warner Bros Discovery deal could ‘redefine the streaming landscape’ This major partnership is expected to significantly impact the streaming industry, potentially mirroring traditional TV market structures and competitive dynamics. Read More → LOOKING AHEAD As we look to the future, the intersection of traditional broadcasting and streaming continues to be an area of rapid evolution and intense competition. The expansion of services like HBO Max into new international markets and strategic reorganizations such as those at Sky reflect a global industry in transition. Meanwhile, technological innovations like the Roku smart projector are set to redefine home entertainment, blending traditional content consumption with advanced technology. These developments not only reflect the current state of the market but also hint at the future direction of the broadcasting and technology industries. As companies adapt to these changes, we can expect to see further innovations and strategic shifts designed to capture and retain viewer engagement in an increasingly fragmented media landscape. Ancast Intelligence Your trusted source for expert insights and analysis in AI, technology, and broadcasting innovation. Connect with us: LinkedIn | Email contact@ancast.co.uk © 2025 Ancast Intelligence. Professional insights for industry leaders.

Ancast Intelligence Newsletter – Thursday, September 11, 2025

EXECUTIVE SUMMARY This week in AI, technology, and broadcasting has been marked by significant partnerships and legal developments that could shape the future landscape of digital media consumption and advertising. Notably, the collaboration between Amazon Ads and Netflix has introduced a new era of advertising possibilities, promising to leverage premium ad spaces more effectively. Additionally, legal battles such as the InterDigital vs. Disney case highlight ongoing tensions and the complexities of intellectual property in digital content. These events, coupled with robust subscriber growth in SVoD services as reported by Barb, suggest a dynamic evolution in how content is distributed and monetized. INDUSTRY NEWS Barb: 20.6m UK SVoD homes in Q2 2025 Barb’s latest Establishment Survey reveals that 69.7% of UK homes now subscribe to at least one streaming video on demand (SVoD) service, totaling 20.6 million households. This marks a significant increase, reflecting the growing shift towards digital consumption of media. Read More → Amazon Ads, Netflix partnership In a groundbreaking move, Amazon Ads and Netflix have partnered to allow advertisers direct access to Netflix’s premium ad inventory through Amazon DSP. This initiative is set to roll out in major markets including the UK and the US, potentially reshaping the landscape of digital advertising. Read More → My IBC: João Tocha, CEO, Digital Azul Digital Azul’s CEO, João Tocha, is looking forward to exploring some of the newcomers at IBC 2025, for a sense of where the industry is heading. Read More → Germany: Pay-TV, SVoD revenues at €5.5bn in 2024 Despite economic challenges and regulatory complexities, Germany’s pay-TV and SVoD markets have shown resilience, generating revenues of €5.5 billion in 2024. This growth indicates a strong consumer demand for premium video content. Read More → TECHNOLOGY UPDATES IBC2025: Meet the speaker – Ronan Poullaouec, SVP engineering, Haivision Ahead of his panel on the Future Tech stage, Ronan Poullaouec discusses 5G’s trajectory towards achieving foundational status alongside IP and cloud technologies in the broadcasting ecosystem. Read More → Study: Critical link between premium ads and consumer purchase intent A recent study by The Trade Desk and PA Consulting underscores the effectiveness of premium ads, showing a 40% increase in consumer purchase intent when ads are placed in high-quality media environments. This insight is crucial for advertisers aiming to maximize the impact of their campaigns. Read More → How AI can deliver a future where content isn’t just consumed, but experienced interactively Henrik Dige Christensen, CCO at Spectral Compute, discusses the reasoning behind the IBC Incubator: Changing the Game Again. Read More → MARKET TRENDS Unified Streaming acquired by Software Combined The group is in the process of finalizing two further acquisitions in the Benelux region and is expanding its new Amsterdam office. Read More → Avid’s new content data platform aims to break down silos and ‘give full visibility across a business’ Avid Content Core is a content data platform that connects teams and systems across editorial, operational, and business domains. Read More → My IBC: Helen Matthews, senior market analyst pro video, Futuresource Helen explains why a walk around the IBC show floor can give you an idea of the industry’s key trends and where it’s heading. Read More → LOOKING AHEAD As we look towards the future, the intersection of technology and media continues to evolve at a rapid pace. The partnership between Amazon Ads and Netflix, for instance, not only opens new avenues for targeted advertising but also sets a precedent for similar collaborations that could further integrate advertising and content consumption. Meanwhile, legal rulings such as the one favoring InterDigital over Disney are likely to influence future technology licensing agreements and content distribution strategies. These developments suggest a highly dynamic future, where technology not only enhances viewer experiences but also plays a critical role in the business models of content and service providers. As the landscape evolves, staying ahead of these trends will be crucial for industry stakeholders. Ancast Intelligence Your trusted source for expert insights and analysis in AI, technology, and broadcasting innovation. Connect with us: LinkedIn | Email contact@ancast.co.uk © 2025 Ancast Intelligence. Professional insights for industry leaders.