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US: Specialty SVOD outpaces premium growth but shows signs of slowdown 18 AUG 2025

Markets

US: Specialty SVOD outpaces premium growth but shows signs of slowdown

The U.S. streaming market closed Q2’25 with 339M subscriptions, including 20% in Specialty, Sports, and vMVPD services; Specialty SVOD grew 12% YoY, while overall streaming added a net 6M subscriptions.
Global streaming sees quality gains but engagement slips in H1 2025 12 AUG 2025

Markets

Global streaming sees quality gains but engagement slips in H1 2025

LATAM leads quality improvements with a 33% drop in buffering, while TVs and set-top boxes dominate viewing devices, capturing 69% of VoD and 87% of Linear TV playtime.
Imagen Crece un nuevo formato de consumo: el teléfono como emisor de contenido 11 AUG 2025

Trends

Netflix leads VOD platforms consumption in Italy

Netflix averaged 8.3 million monthly users in Q1 2025, followed by Amazon Prime Video with 7.3 million, Disney+ with 3.7 million, Dazn with 2.2 million, and Now (Sky) with 1.4 million (-5.8%).
Roku launches Howdy, a new Ad-Free SVOD Service 5 AUG 2025

Streaming

Roku launches Howdy, a new Ad-Free SVOD Service

Howdy offers, for $2.99 per month, access to a growing library of titles and nearly 10,000 hours of entertainment from its inaugural partners, Lionsgate, Warner Bros. Discovery, and FilmRise, alongside select Roku Original titles.
Western Europe: Ad‑tiered plans now drive a quarter of SVOD subscriptions 1 AUG 2025

Markets

Western Europe: Ad‑tiered plans now drive a quarter of SVOD subscriptions

Almost 70 million users subscribe to ad tiers in Q1 2025, representing 25% of all SVOD subscriptions across Western Europe, led predominantly by Amazon Prime Video.