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The U.S. market nearly doubled its ad-supported premium SVOD subscriptions from 53M to 100M in just two years. As of Q1 2025, 65% of these were new users, while Netflix led in internal migration, with 40% of its ad-tier subscribers switching from ad-free plans—compared to just 6% for other platforms.

Canal+ will become the first operator to bundle Netflix in 24 Sub-Saharan African countries starting July, expanding access to hit global series and African originals for millions of subscribers through a joint offer; the deal builds on a successful partnership in France and Poland and marks Netflix’s first such agreement in the region.

The acquisition brings under Mediawan’s umbrella the Paris-based company behind hit series "La Flamme" and "Le Flambeau", co-founded by Benjamin Bellecour, Jean-Toussaint Bernard, and Jonathan Cohen. Upcoming releases include Netflix’s "Les Lionnes" and the theatrical debut "L’Âme idéale", co-produced with Gaumont.

The partnership gives Popcorn Storm access to Banijay UK's Scripted Hub and a first-look distribution deal with Banijay Rights. The company, led by Tom Harper and Negeen Yazdi, has titles in development with BBC, Netflix, Peacock, and Amazon, and previously delivered global hits including “The Aeronauts” and “A Gentleman in Moscow.”

Barb reports 20.1 million UK homes used at least one SVOD service in Q1 2025, with Netflix leading at 59.2% penetration. Paramount+ posted the strongest quarterly growth, up 16% to 3.1 million homes, while Amazon Prime Video saw 87% of its 13.4 million homes on its ad-supported tier.