Newsletter 16th of February


16 February 2022

In this week’s edition of the Mediavision newsletter, we focus on the following top stories:

  • Swedish music streaming market grew by SEK 170 million in 2021
  • Reports season is wrapping up – with a bang!
  • Will Tiktok spur Nordic AVOD?

Insikt: Ljudmarknad

Mediavision’s Insikt: Ljudmarknad gives an in-depth understanding of the entire audio market; 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.


ViacomCBS changes name to Paramount effective immedietly


U.S. antitrust officials approve WarnerMedia-Discovery merger


Apple acquires start-up using AI to generate tailor-made music


Amazon signs first long-term deal to lease UK production space



Reports season is wrapping up – with a bang!


Last week, Disney reported earnings for its first fiscal quarter ended January 1st, 2022. The company beats Wall Street’s expectations by margin – and once again proved that streaming remains a critical focus for big media companies.


Disney Plus added 11.8 million subscribers during the quarter (a vast acceleration from 2 million addition last quarter), hitting a total of 129.8 million. Management also gave guidance for Disney Plus paid subscribers of 230-260 million globally and breakeven by the end of 2024. Hulu added 6.6 million subscribers, reaching 45.3 million subs and ESPN Plus grew by 4.3 million subscribers to a total of 21.3 million. Combined, Disney’s streaming offer recorded a total subscriber count of 196 million – which exceeded the 190 million Wall Street expected prior to the report.


Management reiterated plans to spend USD 33 billion on content this year, of which 2/3 is non-sports content. Related to this, Disney outlined a strong content pipeline for the second half of 2022 – including two Star Wars series, two Marvel series, live action movie Pinocchio and Hocus Pocus 2. The content pipeline is expected to further fuel Disney Plus subscriber growth and increase consumer stickiness. Further, Disney reiterated its increased focus on local content on international markets, the company has launched a new organization internally, focused on developing local content which is working on 340 local original productions that will be completed over the next 1.5 to 2 years.


Looking at the financial results, Disney reported revenues of USD 21.8 billion – beating the Wall Street consensus of USD 20.27 billion. Revenue growth was mainly driven by recovery in the Parks & Experience segment, despite the all the focus on Disney Plus’s subscriber growth.


Other companies that reported Q4 earnings this past week include e.g.,


Acast; net sales growth of 40% and record quarterly net sales of SEK 336.5 million (239.9 in 2020)


– Bonnier Books; record sales in 2021 – amounting to SEK 6.9 billion


– Nuudayended 2021 with growth in service revenues for the second consecutive quarter – but has lost more than 400 000 TV customers in 5 years.


– Sanomanet sales for the group of EUR 1.252 million in FY 2021 – representing a +18% growth year-over-year.


– Schibsted; consolidated operating revenues of NOK 3.936 million in Q4 2021, up 9% compared year-over-year

Insight: Nordic TV & Streaming

This analysis covers both the and TV- and streaming markets in the Nordic countries. It rests on three pillars: the consumers, the market, and the actors. Analysing the consumers takes us far – but not all the way. Studying the actors and the market as a whole is just as important.


The EU sets deadline for decision on Amazon’s MGM takeover


YouTube TV plans user interface redesign in 2022


The Walt Disney Company purchases Yle original series


Ad-supported version of Discovery+ launched in the UK




SVT to spend at least SEK 300mn on content in coming 3 years


Bonnier Ventures purchases stock in Acast valued at SEK 150 milion


Podme signs with Brita Zackari and Parisa Amiri


Amazon and Spotify mull bids for podcaster Audioboom


‘A Man Called Otto’ pre-sells to Sony for USD 60 million


Mediavision in the News


Could TikTok spur growth of AVOD in the Nordics? – Senal News 


Bråket visar varför Spotify behöver Rogan – SVDPoddarna – makten och pengarna – SR 


”Spotifys förflyttning berör hela branschen” – SVD


Därför kom Clubhouse-hysterin för ett år sedan – och därför dog den – SR


Hushållen tecknar fler abonnemang – rekordsiffror för S-SVOD under 2021 – Dagens Media


Swedish SVOD growth dominated by sub stacking in record revenue year – Digital TV Europe


Her er er de nye strømmevinnerne – Kampanje 


HBO enjoys major growth in the Nordics and adds over 635,000 subscribing households following Max launch – Cineuropa 

Industry Events


TV Drama Vision – Göteborg Film Festival: 2-3 February 2022, Gothenburg, Sweden


Berlin Film Festival and European Film Market: 10-20 February 2022, Berlin, Germany


CTAM Europe Executive Management Programme: 20-25 March 2022, Fontainebleau, France


MIPTV: 4-6 April 2022, Cannes, France


NEM Dubrovnik: 6-9 June 2022, Dubrovnik, Croatia



* Mediavision will attend
** Mediavision will present