Newsletter 15th of May


15 May 2024

These are the main topics this week:

  • Warner Bros Discovery’s Q1 report
  • Amazon Prime Video presents new ad formats and content
  • Storytel expands catalogue with podcasts


Warner Bros Discovery’s Q1 report


Warner Bros. Discovery ends the Q1 media earnings season. Here are a few highlights from the report:


  • Warner Bros. Discovery ‘s revenue fell 7% YOY to USD 9.96 billion in Q1 2024.
  • The company added 2 million direct-to-consumer streaming subscribers during the quarter, bringing its total to 99.6 million.
  • Advertising revenue for streaming increased 70% YOY, boosted by high engagement on Max in the US and subscriber growth in the streaming service’s ad tier, as well as the launch of sports on the app.
  • The earnings release followed an announcement that Warner Bros. Discovery will bundle its streaming services with Disney and offer Max together with Disney+ and Hulu to consumers this summer. Warner Bros. Discovery CEO David Zaslav commented this during the earnings call: “As you know, I’ve been a big proponent of bundling. The churn is the killer in this business, and we’ve been hyper focused on it,” Zaslav said, adding that bundling has been a big helper to decrease the loss of customers

Insight 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.


Swedish public service committee presents its report


Meta rolls out new AI tools for advertisers


OpenAI debuts new model


DRTV makes login function mandatory in September




Amazon Prime Video presents new ad formats and content


Yesterday, Amazon Prime Video held a presentation at the upfronts event in New York, to showcase new content offering and features. Ahead of the presentation, the company announced the launch of three new ad formats for its streaming platform.


In the upcoming year, shoppable carousel ads will be launched, which enables viewers to browse and shop products on Amazon during ad breaks on Prime Video. Advertisers will be able to present a sliding lineup of products, which viewers can explore on Amazon and add to their cart, using most tv remotes. Interactive pause ads were also presented, which enable viewers to discover and engage with brands when they decide to pause the show or movie they are streaming. This ad format will also be offered as shoppable, with an “Add to cart-button”. Lastly are the interactive trivia ads, which according to Amazon will “help advertisers elevate their storytelling by entertaining customers with facts about their brand while empowering them to shop on Amazon, learn more about services and products, and even unlock rewards”.


It was in February that Prime Video introduced advertising in the US, Canada, UK and Germany. Users have the option to pay an additional monthly fee to remove the ads. No information has been communicated regarding a launch of ads on Amazon Prime Video in the Nordics.



Amazon Prime Video also presented several upcoming titles at its upfronts presentation. The line up included four new sport documentaries, a live-action series starring Nicolas Cage, as well as the gameshow Pop Culture Jeopardy!, which marks the first time that the Jeopardy franchise expands into streaming. The company also revealed the release date for the highly anticipated season two of The Lord of the Rings: The Rings of Power. The second season will debut on Prime Video on August 29th this year.

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.


Disney+ starts making mixed reality Marvel content


TrustNordisk scores international deals for Stockholm Bloodbath


Tiktok to start labeling AI generated content


Comcast unveils Peacock, Netflix, Apple TV+ bundle.



Storytel expands catalog with podcasts


Audiobook service Storytel is expanding its offering. According to Boktugg, starting next week, Storytel will offer Swedish and English podcasts for free on the platform. The launch includes a total of roughly 6,000 of the most popular podcasts in Sweden, based on rankings in Apple’s podcast catalog.


The podcasts will be available outside of the paywall on Storytel. Therefore, a paid subscription is not needed to be able to listen to these podcasts on Storytel, however, you will need an account to get access. Listening of podcasts will not not affect the pot of hours for users on time-limited subscription.



“Many people say that after finishing a longer audiobook, they want something shorter to land for a while before tackling the next long story. It can be a bit of an investment to get into a new book, and then podcasts are good listening between books. The idea from our side is that you should now be able to find your favorite audiobooks and podcasts in the same place”, Therese Lindström, PR manager at Storytel Nordics, told Boktugg.

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.

Mediavision in the News


Mediavisions vd: Churn, hybrid, anti-delning – det nya normala – Dagens Media


Skräcksiffra för branschen: Tre miljoner delar konton – Dagens industri


Kampanj ska lyfta problemet med illegala streaming – Dagens Media


Big windfall ahead if Nordic streamers can defeat password sharing – C21 Media


350.000 nordmenn strømmer TV med reklame – Kampanje


Så många har HVOD i Sverige – Dagens media


Hotet mot svenska elitidrotten – Aftonbladet


Denmark: HVOD, sport, password crackdown to boost streaming – Advanced Television


Mediavisons vd: Nya tider när globala streamers köper livesport – Dagens Media


Primes intåg stöper om sportmarknaden – Svenska Dagbladet


Mediavision: Growing demand for local content in the Nordics – Broadband TV News


Därför blir streamingtjänsterna allt dyrare – och sämre – PC för alla


Mediavision: Ad-Supported SVOD Gaining Traction in the Nordics – Media Play News


Efterspørgslen på nordisk tv-indhold stiger men udbuddet kan ikke følge med – Mediawatch


Sweden: Interest growing in ad-supported streaming – Advanced Television


Svenskar vill se mer svenskt på streamad tv – Sveriges Radio


Industry Events


Northern Waves: 24th October, Oslo, Norway



* Mediavision will attend
** Mediavision will present