Appearing alongside Dreyfus on the panel, Niamh Burns, a senior analyst at media research firm Enders Analysis, agreed that that sort of data and engagement from OpenAI would be key for the industry going forward.

“The next challenge with these sorts of deals—whether it’s one-on-one deals, whether it’s something more collective—is how can we increase the value. And that has to be linked to usage—there needs to be a real audit trail. With a tiny team that’s never going to be available at scale.”

Speaking at the Enders TMT (Technology, Media and Telecom) Leaders Live conference in London on Thursday, the general manager, Disney+ EMEA stressed that in the U.K., “our grown-up audience is emphatically young – more so than any other streaming platform.” Citing BARB in-home viewing data for the U.K., he said that “almost 40 percent of viewing hours on the Disney+ platform are from 16-34s. That’s higher than the equivalent for Netflix, Prime, Paramount+, Apple TV, or even YouTube.”

 

Sky chief executive Dana Strong has called on government and regulators to take up a “supportive stance” that encourages collaboration between UK media companies and allows them to compete against global players. 

Speaking at the Enders TMT Leaders Live conference this morning, the former Comcast exec talked up the need for “collaboration and partnership” between UK organisations to provide value to customers and keep audiences within their ecosystems. 

Carolyn McCall spoke at an Enders industry conference in London on Thursday.

Asked about this potential shedding of the M&E arm at the Enders TMT Leaders Live conference in the British capital, McCall offered: “Shedding is a bad word,” signaling that she would use a different phrase for the strategy behind the possible deal. But she also highlighted that she couldn’t discuss the possible merger as the talks are ongoing.

Earlier in the conference day, Comcast’s European TV and telecom powerhouse Sky was in the spotlight, with group CEO Dana Strong taking the Enders stage. She was not asked about the potential acquisition of a part of ITV.

Kevin MacLellan told the Enders TMT Leaders Live Conference that his hire at the new Paramount-Skydance, which will soon incorporate Warner Bros. Discovery (WBD), came at a time when the “frightened paralysis” of the film and TV industry was coming to an end.

MacLellan is an international TV and film vet who worked for a decade at NBCUniversal. He was speaking at the Enders conference after international chiefs from Netflix, WBD and Disney.

“Temu’s strategy is transitioning to focus more on efficiency and user retention through platforms that offer a balance of targeting and price performance,” said Claire Holubowskyj, senior research analyst at Enders Analysis. “Realigning their advertising strategy towards incremental sales reflects their growing platform maturity and the lower impact of tariff price barriers on consumers already bought into the broader platform experience.”