TV 2 Play limits account sharing
NEWSLETTER
6 May 2026
Welcome to another edition of Mediavision’s newsletter. Here are the main topics this week:
- – TV 2 Play limits account sharing
- – Paramount beat analysts’ expectations in Q1
- – Disney secures Champions League rights in Sweden
STREAMING
TV 2 Play limits account sharing
TV 2 Play in Denmark is taking action against account sharing. The move follows initiatives, initially from Netflix, that have made it more difficult to share subscriptions outside the household.
“We have recently introduced what we call ‘TV 2 Play households’, which makes it more difficult to share your subscription with people outside the household,” TV 2’s new commercial director, Ulf Lund, told Flatpanels.
A so-called “TV 2 Play household” is automatically registered based on the devices that regularly use the same internet connection. When a user logs in, TV 2 registers the device being used, and if a login is used outside the household, the user is greeted with the message: “This TV does not appear to be part of your TV 2 Play household.”
The move comes as Ulf Lund began his position as commercial director on May 1, with responsibility for the group’s overall earnings across content and platforms, including TV 2 Play subscriptions, advertising revenue, partnerships and distribution.
The role is central to TV 2’s 2030 strategy, in which streaming has become the core of the business and new challenges are putting pressure on the revenue base. This includes widespread login sharing and increasing pressure on advertising revenue.
“Illegal sharing of subscriptions is against the terms and conditions, and it has consequences for our business. When revenues are eroded, it ultimately affects our ability to invest in Danish content, sports and journalism,” Lund commented.
Disney+, Viaplay, YouSee and YouTube Premium have also started cracking down on account sharing. HBO Max has announced that it will take similar measures later this year.
EARNINGS
Paramount beat analysts’ expectations in Q1
We are in the final weeks of the Q1 earnings season. Alphabet, Disney and Paramount have posted their earnings over the past week – here are a few highlights:
Alphabet
- – Consolidated Alphabet revenues increased 22% YOY, or 19% in constant currency YOY, to USD 109.9 billion, marking the company’s 11th consecutive quarter of double-digit growth.
- – Consolidated Alphabet operating income increased 30% YOY, while the operating margin expanded by 2 percentage points to 36.1%.
- – The company said it now has 350 million paid subscriptions across its services, up from 325 million in Q4 2025, driven primarily by growth in YouTube and Google One, its cloud storage and subscription service.
- – Alphabet’s stock surged 10% in after-hours trading following the report and has traded near record highs in recent days, as the company beat Wall Street expectations on revenue and raised its full-year capital expenditure guidance to as much as USD 190 billion.
Disney
- – Revenues increased 7% YOY in its fiscal second quarter to USD 25.2 billion, up from USD 23.6 billion a year earlier, driven by its streaming and theme park businesses.
- – Income before income taxes increased 9% YOY to USD 3.4 billion.
- – Disney’s entertainment segment, including traditional TV, streaming and theatrical releases, saw revenue increase 10% YOY to USD 11.72 billion.
- – Shares in the company gained roughly 5% in premarket trading as revenue exceeded analysts’ expectations.
Paramount
- – Paramount reported Q1 revenue of USD 7.3 billion, an increase of 2% YOY.
- – Revenue from the streaming segment grew 11% YOY to USD 2.4 billion. Paramount+, the flagship of the company’s streaming portfolio, added 700,000 subscribers during the quarter and grew revenue 17% YOY. In total, Paramount+ ended the quarter with nearly 80 million subscribers.
- – Profitability exceeded the company’s estimates in Q1, and the company reaffirmed its full-year outlook of USD 30 billion in revenue and USD 3.8 billion in adjusted EBITDA.
- – The company expects its deal with WBD to close at the end of the third quarter. The acquisition received approval from WBD shareholders in April and is currently undergoing regulatory review.
- – Shares of Paramount fell nearly 5% on Tuesday morning, despite the company beating analysts’ expectations for both revenue and earnings, as management presented a softer Q2 outlook.
SPORTS
Disney+ secures Champions League rights in Sweden
Most of the rights to UEFA club competitions in the Nordics have now found their homes for the 2027/28–2030/31 seasons. Most notably, Disney+ has secured the rights to UEFA Champions League in Sweden, taking over the rights from Viaplay. Disney+ also renewed its rights to the UEFA Europa League and UEFA Conference League in Sweden and Denmark.
The news follows the recent launch of ESPN on Disney+ in more than 50 markets, including the Nordics. Disney stated that ESPN’s production and coverage will deliver high-quality live broadcasts, expert analysis and in-depth storytelling throughout the season. Key fixtures will also feature Swedish and Danish-language commentary and studio programming.
In Denmark, Viaplay Group has renewed its exclusive rights to the UEFA Champions League, as well as the exclusive rights to the UEFA Europa League and UEFA Conference League in Norway and Finland for the upcoming rights period.
In Norway, TV 2 extended its exclusive rights to the UEFA Champions League, a property it has held since 2021.
Finland remains the only Nordic market where the future rights holder for the UEFA Champions League has not yet been announced. MTV currently holds the rights to the tournament in the country.
The government aims to send the proposed legislation for EEA consultation before the summer. The consultation period normally lasts three months.
Mediavision in the News
Spotify bidrar marginellt till ljudbokslyssnande – Dagens industri
Mediavision: Limited impact from Spotify on audiobook listening in Sweden – Podnews
Sweden: 11m SVoD subs, but high churn – Advanced Television
Sweden passes 11 million paid streaming subscriptions amid heavy churn – Broadband TV News
Debat: Social videos vækst ændrer spillepladen – Mediawatch
Medieutgifterna planar ut – fler väljer ljud och video framför text – Dagens Media
US Platforms Command 75% of Europe’s Streaming Market – Señal News
Paramounts köp av Warner – så påverkas svenska konsumenter – Dagens Nyheter
Spotify har føjet en million abonnenter til det svenske lydbogsmarked – Mediawatch
Swedish Video Spending Hits Record High as Streaming Drives Market Reshaping – Señal News
