The Walt Disney Company and OpenAI have reached an agreement for Disney to become the first major content licensing partner on Sora, OpenAI’s short-form generative AI video platform.
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AVIA OTT NEWSLETTER
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From
variety
Netflix said it had more than 325 million subscribers worldwide as of the end of 2025 -- up from 301.2 million a year prior -- as it looks to get even bigger by buying Warner Bros. 
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Samsung TV Plus has started 2026 with over 100 million monthly active users globally, with streaming hours increasing 25 percent year-over-year in 2025.
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From
deadline
Netflix and Sony Pictures Entertainment said that they have hammered out an industry-first $7 billion-plus worldwide Pay-1 licensing deal for the latter’s movies, which will stream on the OTT service around the globe following their full theatrical and home entertainment windows.
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Based on insights from hundreds of marketers, the bi-annual report shows AI evolving from an experimental capability into a core force shaping modern advertising, while also exposing critical gaps in how systems, data, and workflows are connected.
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Netflix has been testing vertical video features for mobile and will upgrade the mobile user interface later in 2026.
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From
variety
India will overtake China in SVOD subscriptions by 2030 as Asia-Pacific screen revenues reach $196 billion, Media Partners Asia report forecasts.
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From
deadline
Streamer content spend will top $100B in 2026, an Ampere Analysis report has said, with big spend on 'Stranger Things' and sports strategies.
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New research from Parks Associates has found that 61 percent of U.S. internet households use their smart TVs as their primary streaming video devices, continuing a shift away from streaming media players, gaming consoles and other connected devices.
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Bureau of Labor Statistics data released Tuesday showed that overall inflation cooled in December ... but streaming video prices soared by nearly 20 percent.
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From
variety
TikTok has been set as FIFA’s first-ever "preferred platform" partner in a deal ahead of the 2026 World Cup.
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The creator economy ad market will hit $37B this year – four times as fast as the overall media industry, according to an IAB report.
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More than half of global households (59 per cent) are worried about streaming annual price increases and, crucially, the majority think streaming platform price hikes (58 per cent) are unfair and unreasonable.
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From
variety
JioHotstar reports 99 million viewers for Women's World Cup Cricket final, matching IPL viewership, with 450 million monthly users during quarter.
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From
variety
The BBC has confirmed what it is billing as a “strategic partnership” with YouTube that will see the British broadcaster produce original content for the video platform.
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Streaming captured 47.5 percent of television viewing in December, achieving the largest share ever reported in Nielsen’s The Gauge.
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Global content investment will reach $255 billion in 2026, rising 2 percent year-on-year, driven by sustained investment from global streaming platforms, according to a new report from Ampere Analysis.
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Global usage of ad-supported subscription tiers increased across Netflix, Disney+ and HBO Max between Q4 2024 and Q3 2025, according to research from Digital i.
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From
variety
Viu has expanded its content offerings with the debut of Viu Shorts, a new vertical video section featuring microdramas in multiple Asian languages.
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Disney wants a bigger slice of the mobile video business: The entertainment giant is planning to roll out a new vertical video product on Disney+ over the next year that will feature short-form content from the company’s entertainment portfolio, as well as news and sports.
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Samsung Electronics is reshaping TV with FAST, delivering streamlined viewing and greater value for audiences worldwide.
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From
deadline
Lionsgate has sold the Lionsgate Play streaming platform in South Asia and Southeast Asia to Rohit Jain, who built the service across Asia over the past eight years as President of Lionsgate Play Asia.
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Research from Ampere Analysis shows that major studios and streaming platforms are accelerating their push into video game adaptations, with commissions increasing by an average of 30 per cent per year since 2019.
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Parks Associates is forecasting that total subscription TV and video revenue in the U.S. will rise from $186.5 billion in 2025 to $190.7 billion in 2030.
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Geopolitical pressures and AI concerns still loom, but advertising is predicted to keep growing this year … though it's the tech giants that will reap the rewards.
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