STREAMING VIDEO – AUSTRALIA

Squeeze is on for Nine executive to get more juice out of the fruit

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Original article by Sam Buckingham-Jones
The Australian Financial Review – Page: 17 : 19-Nov-25

Nine Entertainment’s streaming and broadcast division generated 78 per cent of the group’s revenue and two-thirds of EBITA in 2024-25, when Domain is excluded from the results; free-to-air TV accounted for the bulk of the division’s revenue. Nine’s managing director of streaming and broadcast, Amanda Laing, faces the challenge of cutting costs while managing both the decline of free-to-air TV and the growth of free and subscription-based streaming video. She recently retrenched 50 employees within the division, and has not ruled out further job cuts; however, she has emphasised the need to transform the division, rather than simply reducing costs.

CORPORATES
NINE ENTERTAINMENT COMPANY HOLDINGS LIMITED – ASX NEC

Netflix, Disney and other streamers to be forced to pay for more Australian-made content

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Original article by Karl Quinn
The Age – Page: Online : 5-Nov-25

The federal government will legislate an ‘Australian content obligation’ for streaming video-on-demand platforms. It will require streaming services that have more than one million subscribers in Australia to invest at least 10 per cent of their total expenditure in Australia or 7.5 per cent of their revenue in this country on producing local content. This will include local drama, children’s TV shows, documentaries, and educational or arts programs. Screen Producers Australia’s CEO Matthew Deaner has described the move as a "landmark day" for the nation’s screen industry.

CORPORATES
SCREEN PRODUCERS AUSTRALIA

HBO Max scores over 850,000 viewers in first quarter streaming content

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Original article by Roy Morgan
Market Research Update – Page: Online : 24-Sep-25

New data from Roy Morgan shows that streaming video service HBO Max, which launched in Australia on 31 March, has captured an impressive audience of 851,000 Australians aged 14+ in its first full quarter online (April-June 2025). A look at the broader market for subscription video on demand shows that 17.6 million Australians (76.9%) watched a streaming video service in an average four weeks in the 12 months to June 2025, up 452,000 (+3%) from a year ago. The leading streaming video service is again Netflix with 14,339,000 viewers (63% of Australians) in an average four weeks – more than double any other streaming video service. The contest for second place is tight between Disney Plus with 6,474,000 viewers (28%), just ahead of Amazon Prime Video with 6,464,000 viewers (28%) and Stan on 5,097,000 (22%). In fifth place is DAZN’s streaming video service Binge with 2,754,000 viewers (12%).

CORPORATES
ROY MORGAN LIMITED, HBO MAX, NETFLIX INCORPORATED, DISNEY+, AMAZON PRIME VIDEO, STAN ENTERTAINMENT PTY LTD, DAZN, BINGE

Seven’s profit slumps but digital offers hope

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Original article by James Madden
The Australian – Page: 17 : 13-Aug-25

Seven West Media has reported a 2024-25 statutory profit of just $17m, which is 63 per cent lower than previously. Revenue was five per cent lower at $1.4bn and underlyimg earnings were down 15 per cent to $159m, although CEO Jeff Howard notes that underlying earnings rose by six per cent in the second half. Meanwhile, the group’s 7plus digital platform recorded 26 per cent growth in revenue during 2024-25. Howard says 7plus is close to offsetting the revenue decline in Seven’s traditional broadcast TV business; he adds that although viewers will continue to switch to streaming, Seven remains committed to broadcast TV.

CORPORATES
SEVEN WEST MEDIA LIMITED – ASX SWM

Nine’s publishing to out-earn TV

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Original article by Sam Buckingham-Jones
The Australian Financial Review – Page: 13 & 17 : 6-Aug-25

Jarden analyst Tom Beadle recently said that the value contained within Nine Entertainment’s publishing business could potentially be the most underappreciated part of the media group. The investment bank has valued Nine’s publishing assets at $885m, ahead of streaming video platform Stan ($655m) and the broadcast division ($601m); Jarden estimates that Nine’s radio stations are worth about $25m. Looking forward, Nine’s publishing assets are forecast to generate EBITDA of $156m by 2028; this compares with expectations of $153m for the group’s television network, which is facing higher costs.

CORPORATES
NINE ENTERTAINMENT COMPANY HOLDINGS LIMITED – ASX NEC, STAN ENTERTAINMENT PTY LTD, NINE NETWORK AUSTRALIA LIMITED, NINE RADIO PTY LTD, JARDEN AND COMPANY

Nine buys Premier League rights in Australia as Optus Sport shuts down

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Original article by Martin Pegan
The Guardian Australia – Page: Online : 1-Jul-25

Nine Entertainment has struck a deal to acquire the sports broadcasting rights that are currently held by telco Optus. They include the English Premier League, the FA Cup and the National Women’s Soccer League, which will all shift from Optus Sport to Stan Sport. The deal is said to be worth about $300m in total, and Optus is believed to have agreed to contribute about $40m to the estimated annual cost of $100m per annum for the final three years of its broadcasting rights deal for EPL matches. The Optus Sport platform was launched in 2006, but it will be shut down at the end of July; this will allow Optus to focus on its core business.

CORPORATES
NINE ENTERTAINMENT COMPANY HOLDINGS LIMITED – ASX NEC, STAN SPORT, OPTUS SPORT, SINGTEL OPTUS PTY LTD, ENGLISH PREMIER LEAGUE, FOOTBALL ASSOCIATION LIMITED, NATIONAL WOMEN’S SOCCER LEAGUE

Netflix rival Max rolls out in Australia with bold profit prediction

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Original article by Sam Buckingham-Jones
The Australian Financial Review – Page: 14 & 19 : 1-Apr-25

Warner Bros Discovery’s Max streaming service debuted in an already crowded Australian market on Monday. Warner Bros Discovery executive Jean-Briac Perrette is upbeat about the outlook for the sector, contending that streaming will be a "fantastic business". Perrette expects Max to be profitable in Australia within three years, and he has not ruled out acquisitions in the local market. Much of the HBO content that was previously available on Foxtel’s Binge streaming platform will now exclusively on Max.

CORPORATES
WARNER BROS DISCOVERY INCORPORATED, MAX, HBO, FOXTEL MANAGEMENT PTY LTD, BINGE

AFL fans expected to fork out as Saturday live coverage goes behind paywall in 2025

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Original article by Jack Snape
The Guardian Australia – Page: Online : 19-Feb-25

Foxtel and its Kayo Sports streaming service will have exclusive live broadcasts of AFL matches on Saturdays in Victoria and Tasmania during the 2025 season. The live and exclusive coverage will also apply to the first eight rounds of the home-and-away season in other states, under the new $4.5bn broadcasting rights deal between the AFL, Foxtel and the Seven Network that began this year. Foxtel CEO Patrick Delany is confident that fans will be willing to pay to watch live coverage of AFL matches.

CORPORATES
FOXTEL MANAGEMENT PTY LTD, KAYO SPORTS, AUSTRALIAN FOOTBALL LEAGUE, SEVEN NETWORK LIMITED, SEVEN WEST MEDIA LIMITED – ASX SWM

Optus may sell sports streaming to Nine

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Original article by Zoe Samios
The Australian Financial Review – Page: 11 : 21-Jan-25

Sources have indicated that Optus has sought expressions of interest from potential buyers of its sports streaming platform. Amongst other things, Optus Sport holds the Australian broadcasting rights to the English Premier League and the Women’s Super League. The potential buyers that Optus has approached are said to include Nine Entertainment, which owns the rival Stan Sport streaming service. Optus is believed to be keen to focus on its core telecommunications business amid growing competition in the streaming sector and the rising cost of broadcasting rights.

CORPORATES
SINGTEL OPTUS PTY LTD, OPTUS SPORT, NINE ENTERTAINMENT COMPANY HOLDINGS LIMITED – ASX NEC, STAN SPORT

Former Foxtel chief executive Tonagh to join Nine board

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Original article by Kylar Loussikian
The Australian Financial Review – Page: 13 : 15-Jan-25

Nine Entertainment’s chair Catherine West says media industry veteran Peter Tonagh will be a valuable addition to the group’s board. Tonagh was previously the deputy chairman of the ABC; he is also a former CEO of both News Corp Australia and pay-TV company Foxtel. Nine is also believed to have recruited another former Foxtel executive, Amanda Laing; she is said to be set to be given oversight of Nine’s broadcast operations. Nine’s shares fell by nearly 40 per cent in 2024, although the stock has gained about four per cent so far in 2025.

CORPORATES
NINE ENTERTAINMENT COMPANY HOLDINGS LIMITED – ASX NEC, NEWS CORP AUSTRALIA PTY LTD, FOXTEL MANAGEMENT PTY LTD