Newsletter 24th of January


24 January 2024

These are the main topics this week:

  • Netflix kicks off the Q4 earnings season
  • Telia reportedly negotiating the sale of TV4
  • Podspace leaves Third Ear Studio


Netflix kicks off the Q4 earnings season


Yesterday, Netflix kicked off another earnings season. Here are a few of the highlights from what the streaming giant reported:


  • Netflix’s revenue grew 12,5% year-over-year in the fourth quarter, up to USD 8.83 billion, which was higher than analysts’ excpections.
  • The company added 13.1 million subscribers in Q4, resulting in a 13% YOY growth. Netflix now has 260.8 million global paying subscribers.
  • The streamer projects earnings per share to reach USD 4.49 for the fiscal first quarter of 2024, higher than the USD 4.10 Wall Street had expected.
  • Shares of Netflix surged more than 6% in after-hours following the result, trading at about USD 525, which is the highest level since early 2022.

In the Nordics, Netflix is the market leader with a household penetration exceeding 35 percent by the fall of 2023. This is presented in Mediavision’s latest Nordic TV & Streaming analysis



The next couple of weeks are packed with earnings reports from the media industry. Stay tuned!



Insight: Nordic TV & Streaming

 This 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.


YouTube to lay off 100 employees


Disney content to feature on Apple Vision Pro


Nordea Bank commits with SEK 450 million in Viaplay issues


Disney ‘shoppable’ ad format enters beta


Love is Blind Sweden in Netflix’s non-English TV top 10 list

Insight: Nordic Media & Markets

This 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. Published biannually.


Norlys raise prices


Viaplay sells production outfit Paprika to management


Netflix strikes long-term deal with WWE


OpenAI launches strategy to prevent the spread of misinformation


Microsoft overtakes Apple as most valuable stock in the world



Podspace leaves Third Ear Studio


In the beginning of last year, Third Ear Studio acquired the podcast distribution platform Podspace. Now, the companies are going their separate ways as Podspace leaves the group and becomes an independent company.


Both companies are said to be satisfied with the collaboration, but that each business area needs to be refined for future investments. Azra Osmancevic, which most recently comes from Viaplay, will be the new CEO of Third Ear. Carl Fridsjö, former CEO and co-founder of Third Ear, will become the new CEO of Podspace.



– Our ambition is to eventually become an international company and cooperate with the biggest publishers. In many ways, this will be a fresh start for Podspace. We have big plans, and will recruit new talent for both the board and management during the year, Carl Fridsjö comments.


Third Ear Studio produces, among other things, the Swedish podcast A dark story and Danish The woman with the heavy suitcase. Podspace offers distribution of content and has clients such as Bonnier News, Mediehuset Kvartal and Perfect Day Media.

Insikt: Ljudmarknad

This analysis provides in-depth understanding of the entire audio market – including audiobooks, music, podcasts, and radio. The analysis focuses on the digital transformation of both listening and consumer payments, on both aggregated and actor specific levels.


Storytel lays off 13 percent of the staff


Nextory change prices


TikTok is testing an ‘AI Song’ feature with generative lyrics


EU calls for laws on algorithmic transparency in music streaming


Microsoft overtakes Apple as most valuable stock in the world


Mediavision in the News


Marie Nilsson: ”Mycket tycks peka åt rätt håll 2024” – Dagens Media

Var fjärde svensk strömmar olaglig tv – SVT


Kan bli det store gjennombruddet for denne typen TV-abonnement – Kampanje


Nordisk tv- og streamingmarked nærmer sig milepæl for omsætning – Mediawatch


Report: Nordic video market approaching €10bn in revenue – Advanced Television


Streaming subs in Nordics approach 20 million – C21 Media


Mediavision: Digitala ljudtjänster tar andelar på ljudmarknaden – Radionytt


Return of media piracy fuelling other crimes, expert says – Yle


Krisen i tv-branschen fortsätter – nu ökar piratkopieringen – Aftonbladet


Industry Events


MIPTV: 15-17 April 2024, Cannes, France


* Mediavision will attend
** Mediavision will present