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Canal+ Brass on Outlasting Amazon and Netflix in Africa (Addendum)

OTT penetration under 5%, limited fibre, weak competition. Canal+ executives describe the structural conditions they believe give the company a durable advantage over Amazon and Netflix in sub-Saharan Africa.

Tambay Obenson·March 2, 2026·12 min read
Canal+ Brass on Outlasting Amazon and Netflix in Africa (Addendum)

OTT penetration in sub-Saharan Africa remains under 5% by most estimates. Fibre infrastructure is limited. The competitive landscape, while growing, remains structurally different from mature markets in Europe and North America. Canal+ executives, speaking at a recent industry event, described these conditions not as obstacles but as structural advantages — a moat that they believe will outlast the current push by Amazon and Netflix into the region.

The argument, in brief: Canal+ has spent decades building distribution infrastructure, local content relationships, and subscriber management systems calibrated to the specific payment and connectivity realities of sub-Saharan Africa. Amazon and Netflix, whatever their content budgets, are working from a standing start on those dimensions.

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