Newsletter 28th of May
NEWSLETTER
28 May 2025
Welcome back to another edition of Mediavision’s newsletter. Here are the main topics this week:
- Mediavision: Over 1.5 million Nordic households have access to illegal IPTV
- Disney+ secures rights to Women’s Champions League
- Spotify surpasses 100 million subscribers in Europe
PIRACY
Mediavision: Over 1.5 million Nordic households have access to illegal IPTV
Illegal IPTV refers to paid services that provide illegal access to thousands of TV channels and streaming services at a low cost via the internet. Over 1.5 million households in the Nordic region have access to such services in spring 2025. This represents an increase of 200,000 households, or 16 percent, compared to spring 2024. Mediavision can thus confirm that piracy remains a major issue for the industry.
The household penetration of illegal IPTV is lower in Finland compared to the rest of the Nordics. In Denmark, Norway, and Sweden, uptake among households is equally high. This is presented in Mediavision’s newly published Nordic Piracy Analysis. The analysis is now available for purchase, for more information, please contact anton.ljung@mediavision.se.
Read up on the full press release here, with commentary from Mediavision’s senior analyst Adrian Grande.
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SPORTS
Disney+ secures Women’s Champions League rights
Disney+ is continuing to expand its sports rights portfolio with the acquisition of exclusive European rights to the UEFA Women’s Champions League. The streaming platform has signed a five-year deal that grants it live broadcasting rights to the competition from the 2025/26 season through 2029/30.
Coverage on Disney+ will begin in October 2025 at the start of the next season. All 75 matches of the tournament will be live streamed on the platform at no additional cost to subscribers.
“The UEFA Women’s Champions League is the very best in football performance, dedication, and passion. Bringing this incredible tournament to Disney+ customers and audiences speaks to our commitment to delivering a huge range of bold and dynamic entertainment. As women’s football continues to grow with audiences worldwide, we’re proud to offer the thrill and excitement of every single match to Disney+ customers across Europe, at no extra cost,” Karl Holmes, General Manager, Disney+ EMEA, commented.
This announcement follows Disney+’s acquisition in March of the rights to the National Women’s Soccer League (NWSL) across the Nordics. The service also broadcasts the UEFA Europa League and UEFA Conference League in Denmark and Sweden. With the addition of the Women’s Champions League, Disney is thereby further broadening its footprint in football broadcasting.
AUDIO
Spotify surpasses 100 million subscribers in Europe
Swedish audio giant Spotify has officially surpassed 100 million paying subscribers in Europe. The milestone was confirmed by CEO Daniel Ek, who shared the news on social media on Monday.
Approximately one month ago, Spotify reported in its Q1 earnings release that its global Premium subscriber base had reached 268 million, representing a 12 percent year-over-year increase. The report also included a chart indicating that Europe accounted for 37 percent—or approximately 99.16 million—of Spotify’s total subscriber base in the first quarter.
Looking ahead, the company projects that its global Premium subscriber base will reach 273 million in Q2 of this year, which would reflect a net addition of roughly 5 million subscribers during the quarter.
Since the Q1 report, Spotify has increased their number of paying subscribers in the US as well, according to the company. Spotify recently announced that its updated iOS app, approved by Apple earlier this month, has led to a significant increase in conversions from free to Premium subscriptions in the U.S. market.
Spotify and other companies have long been in dispute with Apple over the commission fees Apple charges on in-app payments made via iOS. Last month, a U.S. District Court in Northern California ruled in favor of gaming company Epic Games regarding the issue of external payments. Following the ruling, Apple was compelled to allow U.S. app developers to direct customers to alternative payment methods within their iOS apps—bypassing Apple’s commission. Apple stated that they will comply with the court’s decision, but that they disagree with it and intend to appeal, according to CNBC.
For Spotify, the effects of this ruling have been largely positive , according to a recent filing from the company.
“The 2025 Order has created substantial benefits for developers and — more importantly —consumers,” the filing states. “Spotify’s internal data show that its iOS app updates have already resulted in a significant increase in iOS users upgrading to a Premium subscription. Apple’s compliance has also enabled new product innovations that would not have been possible without the Injunction.”
Mediavision in the News
Så många betalar för illegal IPTV – Dagens Media
Abonnementer med reklamer buldrer frem på dansk streamingmarked – Mediawatch
Danish streaming market tops 5 million – Broadband TV News
Nordmenn kjøper flest strømme-abonnement i Norden – Kampanje
Mediavision reports a huge increase in piracy in the Nordics – Cineuropa
Stor ökning hos yngre – allt fler väljer digital tidning – Sveriges Radio
Podcastlyssnandet på ny rekordnivå i Sverige – Omni
Over 700,000 households in Sweden now have access to illegal IPTV – Nordisk Film & TV Fond