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Transactional VOD Market Declines by 8.5% in 2025, Expected Acceleration in 2026

The Syndicate of Video on Demand Publishers (SEVAD) held its general assembly on Friday, June 12 at the Netgem premises, highlighting the central role of the platform in structuring the French sector. This meeting comes in a context of significant contraction of the transactional VOD market.


Transactional VOD Market Declines by 8.5% in 2025, Expected Acceleration in 2026

Accelerated Contraction of Transactional VOD

SEVAD documented an 8.5% decline in transactional VOD activity in 2025, according to syndicate data. The downturn accelerates at the start of 2026 with a 10.4% decline over the first five months of the year, according to the AQUOA source cited in the press release. This deterioration prompts the syndicate to demand increased support for French platforms, which it presents as essential for the visibility of French works in the digital market.

Network Expansion and Internal Reorganization

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The general assembly welcomed two new members (Cortex Media and Médici TV) and appointed a new administrator following the merger of FilmoTV and Universciné, creating the new platform Sooner. Mathias Hautefort, president of SEVAD and affiliated with Netgem, called for an expansion of the range of content and economic models (transactional or subscription-based) within the network. The board now includes six administrators from Canal+, Arte, Orange, Gaumont, and the newly created platform.

Tax Reform and Regulatory Framework

SEVAD welcomed the completion of the VOD aid reform by the National Center of Cinema (CNC) over the past year and pointed to the commission on the reform of the special tax on video services (TSV), entrusted to deputy Denis Masseglia, as an opportunity to create a more equitable tax framework according to the syndicate.

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Context

Period
  • Period: 2025
Guidance from the release
  • En 2025, nous avons concentré nos efforts sur le renouvellement de notre gamme de produits pour répondre aux évolutions rapides des modes de consommation des contenus numériques. Netgem est ainsi positionné comme le partenaire de confiance en Europe des éditeurs et des opérateurs télécoms pour la valorisation des œuvres. Cette stratégie valorise notre transformation en une plateforme de services des contenus numériques, capable de financer nos innovations tout en assurant un retour régulier à nos actionnaires.

The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.

Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.

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