Interim results are usually the one way MultiChoice is able to engage with consumers about the performance on their platforms and also a downsized version to the content showcase which reflect mostly toward their assets than 3rd parties.
It is through this report hidden way in a page is the renewal agreement with NBCUniversal, MGM, Amazon, Warner Bros. Discovery, Paramount and Disney for their content distributed to M-Net and linear channels. Of course, MultiChoice doesn't provide a duration or terms to these new agreements as seen with Disney back in 2021.
It was also highlighted that they had reduced 3rd parties cost which could mean a number of things: First with Showmax 2.0. set to rollout in the first quarter of 2024 MultiChoice would have to reduce their portfolio so that NBCUniversal can use their 30% stake in the platform.
M-Net had undergone a similar route following the rollout of Disney+ and had since then (co-)produced a number of shows like Devil's Peak, Reyka, Recipe For Love And Murder, and Blood Psalms.
Another would have to pertain to their linear offering, most companies highlighted provide a selection of factual, lifestyle, general entertainment and children's channels. It's likely that one of these channels are going dark soon if not building the lineup for another channel.
National Geographic possibly becoming a member of A+E Networks could mean the end of National Geographic Wild as A+E Networks sustains one channel. Nickelodeon possibly being sold to Warner Bros. Discovery would signal the end of Nicktoons and Nick Jr. as linear channels.
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