Newsletter 7th of May
NYHETSBREV
8 May 2025
Welcome back to another edition of Mediavision’s newsletter. Here are the main topics this week:
- The Q1 earnings season continues
- Trump suggests 100% tariff on foreign-made movies
- Scanbox enters into an exclusive agreement with Amazon
EARNINGS
The Q1 earnings season continue
Global giants Amazon, Apple, and Meta – along with local telecom operator Telenor – reported their first-quarter earnings this past week. Here’s a recap with a few of the key takeaways from their reports.
Amazon
- Amazon’s net sales increased 9% YOY to USD 155.7 billion during Q1 2025, compared to USD 143.3 billion in Q1 2024.
- Operating income increased to $18.4 billion in the first quarter, compared to $15.3 billion in first quarter 2024.
- Ad sales for Amazon were up 18% YOY to USD 13.9 billion.
- Amazon Web Services (AWS) sales were up 17% at UDS 29.3 billion for the quarter.
Apple
- Apple announced financial results for its fiscal 2025 second quarter which ended on March 29, 2025, with quarterly revenue of USD 95.4 billion, an increase of 5% YOY.
- The services business segment, which includes the App Store, Apple Pay, Apple TV+, Apple Music, iCloud and more, generated a quarterly record $26.65 billion in sales, an increase of 11.8%.
- Apple’s board of directors has declared a cash dividend of USD 0.26 per share of the company’s common stock, an increase of 4%.
- On the call with investors, CEO Tim Cook said that President Trump’s tariffs will add an estimated USD 900 million in costs for Apple for the upcoming quarter, if conditions remain as they are. However, he said, the company is unable to precisely forecast current quarter trends because “we are uncertain of potential future actions” prior to the end of the quarter.
Meta
- Facebook and Instagram’s parent company Meta reported USD 42.31 billion in revenue for Q1 2025, up 16% YOY. Revenue on a constant currency basis would have increased 19% YOY.
- Daily active people for Meta’s family of apps was 3.43 billion on average for March 2025, an increase of 6% YOY.
- Ad impressions delivered across Meta’s family of apps increased by 5% YOY.
- Meta plans to spend heavily on AI this year — and even more than it did three months ago. The company said it expects 2025 capital expenditures to reach USD 64 – 72 billion, up from its prior expectation of USD 60 – 65 billion.
Telenor
- Telenor’s revenue amounted to NOK 19,706 million in Q1 2025 – an increase of 248 million, or +1.3%, compared to first quarter of 2024.
- Service revenues were NOK 16,113 million, which is an increase of NOK 340 million or +2.2% compared to the same period last year.
- Telenor’s adjusted earnings before interest, tax, depreciation and amortisation (EBITDA) rose to NOK 8.64 billion during Q1, an increase from 8.51 billion a year earlier.
- In the Nordics, organic service revenue grew 2.3% to NOK 11.35 billion, which was driven by the mobile segment.
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Insight Nordic Media & MarketsThis analysis tracks the progress of individual and household payments per service and actor, as well as overall media expenditures. The primary focus is mapping out the allocation of expenditures across audio, video, text, and access. |
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Skyshowtime & TV4 enters ad-sale cooperation in Sweden
Spotify is now allowed to charge in-app in the App store in the US
Allente customers may lose content from Viaplay
Trump signs order to cut federal funding for NPR & PBS
New Zealand wants to introduce an age limit for social media |
POLITICS
Trump suggests 100% tariff on foreign-made movies
On Sunday, US President Donald Trump announced plans for a 100% tariff on movies produced outside the country, stating that the American film industry was dying a “very fast death” due to incentives offered by other countries to attract filmmakers. “This is a concerted effort by other nations and, therefore, a national security threat. It is, in addition to everything else, messaging and propaganda,” Trump wrote on his social media platform, Truth Social.
The statement has raised significant concerns within the industry. Deadline reports that UK film bodies are preparing to meet with the government to discuss Trump’s plan to impose a tariff for foreign films.
The UK would be particularly vulnerable to such a tariff, as it has become one of Hollywood’s top destinations for offshore productions, thanks to its tax incentives, skilled workforce, and shared language. The same is true for Australia and New Zealand, where the film sector relies heavily on collaborations with the US.
Adrian Wootton, Chief Executive of the British Film Institute, commented: “While this announcement is clearly concerning, we need to understand the details surrounding the proposed tariffs. We will be meeting with the government and our industry policy group in the coming days to discuss further. The UK and U.S. have long enjoyed a strong, shared history of filmmaking, recently celebrating 100 years of creative collaboration and production. We look forward to continuing that for years to come, to our mutual benefit.”
Henric Larsson, CEO and founder of The Chimney Pot, a post-production company headquartered in Stockholm, believes that Donald Trump will face significant challenges in implementing these tariffs, as the process would be complicated and could cause serious harm to the film industry. He also notes that it is currently difficult to predict the full consequences of 100% tariffs if they were to be put into practice.
“It’s messy. Putting a tariff on a shoe from China is simple, but this is super complex. It’s talent that gets paid in the US, but then you might film in Hungary or Australia. It’s going to be difficult to handle this and decide how much and on what to pay tariff,” Henric Larsson told Dagens Media.
Trump has not provided any further details on the plan of the new tariffs.
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Insight Nordic TV & StreamingThis analysis covers both the TV- and streaming markets in the Nordic countries. It rests on three pillars: the consumers, the market, and the actors. Analyzing the consumers takes us far – but not all the way. Studying the actors and the market as a whole is just as important. |
CONTENT
Scanbox enters into an exclusive agreement with Amazon
The Nordic film distribution company Scanbox Entertainment has entered into an exclusive agreement with Amazon, making all the company’s titles available on Amazon’s streaming service, Prime Video. The agreement grants exclusive rights to Scanbox’s film catalogue.
“In line with us, Prime Video has ambitious expansion plans in the Nordics. At Scanbox, we have increased our local production and continue to invest in international titles with strong commercial potential. We are pleased to see these titles reach Prime Video’s audience”, comments Per Bergholdt Knudsen, Sales Manager at Scandbox Entertainment.
According to Mediawatch, the duration of the agreement is unclear, but it appears to be a multi-year deal. The first titles will become available on Prime Video next year. Among the upcoming films are Wife and Dog by Guy Ritchie and the third installment of the Danish De forbandede år.
Mediavision in the News
Sharp increase in Swedish streaming subscriptions – Broadband TV News
Marie Nilsson: Stark inledning på streamingåret 2025 – Dagens Media
Mediavision reports a huge increase in piracy in the Nordics – Cineuropa
Stor ökning hos yngre – allt fler väljer digital tidning – Sveriges Radio
TV 2 og producent har klinket skårene og vender tilbage til oprindelig plan for Superliga-kampe – Mediawatch
Competition intensifies in Finnish streaming market – Broadband TV News
Podcastlyssnandet på ny rekordnivå i Sverige – Omni
Over 700,000 households in Sweden now have access to illegal IPTV – Nordisk Film & TV Fond
Tiktok störst bland unga – det blir konsekvenserna – Expressen
Stadig flere velger strømming med reklame: – Lar seg ikke skremme – Kampanje
Industry Events
* Mediavision will attend
** Mediavision will present