In this week’s Week in Charts: MFE and ProSieben’s takeover rally, Meta’s AI resignations, and FAST’s US growth.
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Quote of the Week
Number of the Week
Charts of the Week
MFE and ProSieben Shares See Takeover Rally
Italian media giant MFE-MediaForEurope is set to take control of ProSiebenSat.1 after securing almost 60 percent of the German broadcaster’s stock. The development has helped reverse a period of decline for MFE’s own market price as the Berlusconi-owned company struggled to gain favour with the ProSieben management, while the German media group’s own market value has increased by almost 50 percent since the takeover bid was launched in March.
UK Adults Reluctant to Submit Proof of Age to Access Online Services
UK adults are more unlikely than likely to submit proof of age to access online services, as required under the Online Safety Act, according to a new poll from Ipsos. While respondents were broadly split over using ID to access messaging apps (such as WhatsApp) and social media sites (such as Facebook and Instagram), they were less likely to comply on online discussion forums (such as Reddit) and pornography websites.
AVOD Services Eat into Cable and Broadcast’s Share of Ad-Supported TV Viewing in US
The share of TV viewing in the US that was spent with ad-supported channels or streaming services reached 73.6 percent in Q2 2025, according to Nielsen, up from 72.4 percent in Q1. The increase in viewing to the ad tiers of streaming services ate into broadcast and cable’s share of ad-supported TV consumption, which fell by 3 percent, with streaming making up 45.3 percent of ad-supported TV time during Q2.
US Leads FAST Channel Growth in 2025
Research from Gracenote reveals there have been 222 new free ad-supported streaming TV (FAST) channels launched across 22 markets so far this year. 129 of these were launched in the US, which makes up 71 percent of global FAST channels, dwarfing the UK and Germany, the second and third-largest FAST markets by channel count respectively, which have both added 16 channels this year.
The Week in Stocks
Agencies
Dentsu’s stock price jumped on Thursday after reports suggested the Japanese holding company was exploring a sale of its international business.
TV
The newly merged Paramount Skydance ended its so-called “meme rally” on Wednesday after analysts expressed a more cautious outlook on the media company’s shares.
Publishers
Reuters’ share price gained slightly after an upgrade from TD Securities, while The New York Times received a bump from activist investor Fivespan taking a stake in the company (see Quote of the Week).
Ad Tech
Shares in Viant spiked last week after the demand-side platform (DSP) announced a new partnership with ad tech firm AdTegral to bring its brands and agencies onto the DSP.
Tech
Nvidia stock fell following the AI chip giant’s Q2 earnings, when revenues from its data centre segment came in slightly lower than expected.
