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北京时间·🕒 发布 07:04:15时区推断·⟳ 抓取 07:07:47·⚡ 决策 07-29 07:08:30 +43s·90.4 天前
Ofcom年度报告显示Netflix在英国观众首选观看平台中小幅领先BBC
这是Ofcom年度Media Nations报告中的行业观看份额统计，反映英国视频消费结构变化，但没有披露Netflix或ITV的新增收入、利润、订阅指引或订单。
📄 原文Reuters↗ 原文
Netflix (NFLX.O) has edged ahead of the BBC as Britons' first choice when deciding what to watch on television, media…
不做 Netflix（NFLX.US）
年度行业观看份额统计只更新竞争格局背景，未披露Netflix新增订阅、收入、利润或指引变化；超大市值主标的无市值级真实增量，不做。
不做 ITV（ITV.GB）
Ofcom报告未形成对ITV的明确同向交易催化，传统电视份额与自有流媒体增长信息正负混杂且缺少短周期可量化业绩传导，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 这是Ofcom年度Media Nations报告中的行业观看份额统计，反映英国视频消费结构变化，但没有披露Netflix或ITV的新增收入、利润、订阅指引或订单。
主要风险
- Netflix为超大市值标的，英国首选观看比例26%相对BBC的25%只是份额口径小幅领先，难以构成短线市值级重定价。
原文全文
展开原文 · 1,562 字
Netflix (NFLX.O) has edged ahead of the BBC as Britons' first choice when deciding what to watch on television, media regulator Ofcom said on Wednesday, with 26% of viewers turning first to the U.S. streaming service compared with 25% for the BBC.
Here are details from Ofcom's annual Media Nations report:
The regulator found ITV (ITV.L) was the first choice for 15% of viewers, showing increasing competition for audiences from streaming and online video platforms.
Viewing of broadcaster-owned streaming services including BBC iPlayer, ITVX, Channel 4 Streaming and 5 rose 9% year-on-year, making them the fastest-growing category of television service.
Subscription streaming services were present in around 70% of British homes, a figure Ofcom said has largely plateaued after rapid growth during the COVID-19 pandemic.
Around 70% of people in Britain watched content from traditional broadcasters for at least 15 minutes a week in 2025, down from 73% in 2024 and 78% in 2022.
Major live events attracted large audiences, with England's World Cup semi-final defeat by Argentina on July 15 drawing a peak audience of 24 million across BBC platforms.
Average daily viewing of YouTube on television sets doubled to 19 minutes per person last year from 9 minutes in 2022, while total viewing across all devices rose to 41 minutes a day from 33 minutes.
Among people aged 75 and over, the reach of YouTube on a weekly basis increased to 33% in 2025 from 28% in 2022, which Ofcom said indicated growing adoption among older audiences.
Here are details from Ofcom's annual Media Nations report:
The regulator found ITV (ITV.L) was the first choice for 15% of viewers, showing increasing competition for audiences from streaming and online video platforms.
Viewing of broadcaster-owned streaming services including BBC iPlayer, ITVX, Channel 4 Streaming and 5 rose 9% year-on-year, making them the fastest-growing category of television service.
Subscription streaming services were present in around 70% of British homes, a figure Ofcom said has largely plateaued after rapid growth during the COVID-19 pandemic.
Around 70% of people in Britain watched content from traditional broadcasters for at least 15 minutes a week in 2025, down from 73% in 2024 and 78% in 2022.
Major live events attracted large audiences, with England's World Cup semi-final defeat by Argentina on July 15 drawing a peak audience of 24 million across BBC platforms.
Average daily viewing of YouTube on television sets doubled to 19 minutes per person last year from 9 minutes in 2022, while total viewing across all devices rose to 41 minutes a day from 33 minutes.
Among people aged 75 and over, the reach of YouTube on a weekly basis increased to 33% in 2025 from 28% in 2022, which Ofcom said indicated growing adoption among older audiences.
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