Zee Leisure’s streaming platform Z5 customers doubled in simply two weeks for the reason that begin of FIFA World Cup 2026 bringing the overall weekly energetic customers (WAUs) to 27 million, as per a CLSA report.
“Zee’s surge in Z5 and viewership will assist seize revenues to additionally offset rights prices estimated at underneath $60 million for eight years including upside to our development forecasts,” mentioned the CLSA analysis be aware, noting a powerful begin to the World Cup with greater than 100 million viewers over the opening weekend, throughout its digital, linear and social platforms.
This consists of internet hosting tens of millions of concurrent customers over the identical weekend, with a notable improve in platform engagement as customers consumed the stay motion, highlights and studio programming.
Regardless of inserting the World Cup as premium content material, with a separate subscription package deal, Z5 has additionally grow to be essentially the most obtain OTT in the previous two weeks. The platform affords premium pricing packages for the FIFA viewing, beginning at ₹799 for 3 months and ₹1,699 on an annual foundation.
Viewership and subscriber-based revenues had been anticipated to be crucial monetization driver for the FIFA rights package deal, as per consultants. Though the corporate acquired an eight-year content material rights with FIFA via 2034 together with 39 main occasions, and the 2026, 2030 Males’s World Cups and 2027 Ladies’s World Cup, Zee bagged the deal round 40-50 per cent decrease than the earlier cycle.
Assuming an efficient blended ARPU of round ₹400 per subscriber throughout month-to-month and annual plans, ZEEL would want so as to add roughly 2.5-3 millon incremental subscribers to recuperate an annualized rights price of roughly ₹1.5 billion, mentioned Elara Securities.
Revealed on June 23, 2026
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