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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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