Television

Warner Bros. Discovery comes of age: star of Italian TV - Video

Warner Bros. Discovery is poised to become a major player in the Italian television landscape, thanks to the acquisition of Fabio Fazio and the continued growth of its flagship channel, Nove. The company's diverse portfolio, which includes Warner Bros. Studios, HBO, CNN and Eurosport, gives it a solid base to compete with Rai and Mediaset

by Andrea Biondi

5' min read

5' min read

The third pole of TV. The most effective joke, from a few days ago, is undoubtedly attributed to Maurizio Crozza (video) : 'Fazio, Amadeus... we started out as the closet of Italian TV and now the Nine seems like Lampedusa, where they all arrive'. For Warner Bros. Discovery is now truly moving into the adult phase. In which also in terms of the balance of the television system, the company led in Italy by Alessandro Araimo will inevitably make its weight felt. To the detriment of Rai , which loses another thoroughbred from its stable, but also of Mediaset, which will have one more fearsome competitor to watch out for (or at least more than it does now).

After all, in an interview last 10 December with Sole 24 Ore, the CEO Alessandro Araimo - who heads the Southern Europe area for Warner Bros Discovery - was certainly clear on the strategic objectives: 'The arrival of Fabio Fazio is a starting point for us. Not a goal', explaining that 'in our view in Italy we are facing an interesting market development for linear TV. It is time to push on the accelerator'.

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US media giant

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Size is not lacking. The group born from Discovery's purchase of Warner Media from AT&T has led to a colossus that, to begin with, has in its belly at global level the Warner Bros Studios: the production studios of Batman, Superman, Harry Potter, but in the last year also Barbie or Aquaman 2. But it is also the home of Hbo with the big series, from 'House of Dragon' to 'Succession', which had 127 Emmy Awards nominations out of 181 nominations for the whole group. And it is the home of CNN or Eurosport with its offer including the TV rights for the Olympics. In short, a group with revenues of 41.3 billion dollars in 2023, listed on Wall Street and that for the next television season in Italy is playing another ace, after having brought in, just a year ago, Fabio Fazio who joined Maurizio Crozzaz, who joined the then Discovery in 2017.

Warner Bros. Discovery in Italy

Warner Bros. Discovery in Italy today has a portfolio of 15 multiplatform channels: 1 free (Real Time, Nove, Dmax, Giallo, Motor Trend, Food Network, Warner Tv, Hgtv - Home & Garden TV, K2 and Frisbee); 5 pay channels (Discovery Channel, Eurosport 1, Eurosport 2, Cartoon Network and Boomerang) and the Ott discovery+ service. The other Ott service, at a global level, will only arrive in Italy at the end of 2025, when the agreements with Sky on Hbo products expire.

As for the most popular programmes there are 'Che Tempo Che Fa', 'Fratelli di Crozza', 'Don't Forget The Lyrics', 'Marriage at First Sight', as well as sports competitions in tennis, cycling and winter sports. Warner Bros. Discovery also holds the rights to broadcast the Olympics until 2032 (including the next event in Paris 2024) and recently announced an agreement with Sky that will allow subscribers to the Comcast media company to have an offer of 10 Eurosport channels (including one in 4K) for the Olympic Games included in their subscription.

Channel Nine leading for growth

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The flagship network is Channel Nine, which is the network that has grown more than the others in this part of the season, both during the day and in prime time, according to Studio Frasi's processing of Auditel data. We are talking about a +48.57% over the first thirty-one weeks of this season (10 September 2023 - 14 April 2024) compared to the same period of the 2022-23 season. The average prime-time audience is 669,000 individuals for a share of 3.3 per cent.

Those who follow Nine are ten years younger than Rai1, with an average age of 55. Considering the ratings since the arrival of Fabio Fazio (15 October), Nove records an average prime time audience of 710 thousand viewers for a share of 3.5 per cent. In the pre-evening slot, the one dominated by Amadeus on Rai1, Nove is now registering a share of 2.8 per cent, while Amadeus with Affari tuoi on Rai uno is travelling at 24 per cent.

The challenge to Rete 4 and Rai 2

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"With the arrival of Amadeus Warner Bros. Discovery continues the structuring of Nove as a channel capable of competing in the ratings at least with the last of the seven generalist networks, Rete 4 and Rai 2, already less than one point of share in prime time for Rete 4 and 0.9 for Rai's second network. The access prime time slot successfully managed by Amedeus on Rai 1, once replicated with due differences, will take Nove at least to sixth place among the most watched networks in Italy'.

On this front, Siliato has no doubts: 'The overall strategy of Warner Bros. Discovery will envisage a further overall strengthening at this point. Thanks to the impoverishment pursued by the editorial public service, it could envisage the strengthening of the free channels as a whole, in addition to Amadeus's expertise in the entire entertainment sector, with the strengthening of information and, if necessary, with the transfer to the free area of one of its kids channels to be competitive with Mediaset's non-generalist channels, which are two share points apart at this point of the season'.

The dispute over ratings and advertising

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Warner Bros. Discovery therefore promises to be serious. All the more so now that it has brought a newcomer like Amadeus to its side. To contend with the two big names in Italian TV, Rai and Mediaset, for ratings and advertising. Will the publisher led in Italy by Alessandro Araimo succeed in breaking through the historical duopoly of Italian TV? All remains to be seen. Symptomatic, however, is what is happening on the ratings, as on advertising. In the first case, as indicated by Studio Frasi's processing of Auditel data, in the first 31 weeks of the season the publisher Warner Bros. Discovery saw its ratings grow by 14.25% in the average day (8.82% share behind Mediaset's 37.73% and Rai's 36.94%) and by 22.57% in prime time (8.63% share behind Rai's 37.65% and Mediaset's 36.87%). It must be said that the trend is also significant: in prime time Mediaset yields 2.93% of ratings, with Rai losing much more: -5.48%. Similarly, in the average day Mediaset gives up 0.58 per cent with RAI recording a drop of -4.96 per cent. On the advertising sales side Warner Bros. Discovery, according to Nielsen data, closed the first two months with €41.9 million in advertising sales (+22.4%), against +3% for Mediaset (to 322.8 million); +8.7% for Rai (to 152.6 million), +7% for Sky (to 58.2 million) and +0.4% for La7 (to 24.8 million).

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