Disney’s facing a multibillion-dollar distribution decision as Wells Fargo estimates broad content licensing could generate more than $15 billion annually by fiscal 2028. Disney+ remains strategically valuable as a customer,…
From the Archives revisits how Betamax helped establish the legal and consumer foundation for modern streaming by protecting time-shifted viewing and recognizing that technology shouldn’t be treated as infringement just because it can be misused. The 1984 Supreme Court decision…
Netflix is adding short-form and mid-length publisher video from BuzzFeed, Condé Nast, People Inc. and Tastemade starting August 3 to capture more casual viewing sessions inside its own platform. The move gives Netflix cheaper, repeatable programming that can boost frequency,…
Skip says that search isn’t disappearing, but the traditional search box is losing its role as the primary gateway to consumer intent. AI, recommendation engines, creator platforms, retailer apps, and streaming interfaces are turning search into an embedded concierge layer…
Netflix’s scripted series are seeing steep second-season launch declines, with Avatar: The Last Airbender down 59%, A Good Girl’s Guide to Murder down 76%, The Four Seasons down 63%, and Running Point down 43%. The pattern suggests Netflix’s discovery engine…
Ampere's latest commissioning data reveals a broader shift in how streaming services allocate development capital. Publishing communities have become an early demand signal, allowing executives to evaluate audience interest before production begins and reducing uncertainty around commissioning decisions.
Microsoft is restructuring Xbox to improve profitability, cutting roles, reducing management layers, and moving several studios out of its portfolio as the gaming division shifts from expansion to efficiency. Xbox’s lower margins, rising capital competition from AI, and pressure to…
Instagram’s TV push shows how media competition is shifting from format wars to attention wars. The winners in the Everything Era won’t defend TV, social, streaming, or gaming as separate lanes, they’ll use each format to build discovery, habit, engagement,…
Disney and Epic Games are bringing The Simpsons into Fortnite's IP Partner Program, allowing creators to build and publish original experiences using official Simpsons characters, locations and assets. The expansion builds on strong engagement from Fortnite's Simpsons season and signals…
BBC is cutting £80 million from commissioning budgets, reducing TV development spending by 15% annually and eliminating hundreds of hours of television and audio programming as part of a broader £500 million cost-reduction effort. The move reflects growing pressure on…
Fox's acquiring Roku in a $22 billion deal that gives it control of Roku’s home screen, streaming OS, ad platform, The Roku Channel, and a direct relationship with more than 100 million streaming households. The deal moves Fox from owning…
Paramount won DOJ approval for its proposed $111 billion Warner Bros. Discovery acquisition, giving management momentum around its September 30 closing target. The harder work now shifts to Europe, the UK, and possible state AG litigation, where delays could raise…
Hasbro’s Sixth Wall positions character behavior as a new licensing category, giving partners access to governed AI versions of IP like Optimus Prime, Megatron, Cobra Commander, Mr. Potato Head, and Clue characters. The bigger play is that Hasbro’s not just…
HBO Max has launched in Germany, Italy, and five other European markets, expanding through new carriage deals with Amazon Prime Video and local bundling partners. The move ends legacy Sky restrictions and sets the stage for a U.K./Ireland launch in…
Spotify has opened a new video-first podcast studio in Hollywood’s Sycamore media district, marking its second LA location and expanding its investment in video podcasting. The 11,000-square-foot facility will support creators in the Spotify Partner Program, including The Ringer and…
Netflix is facing a lawsuit from an HBO Max subscriber seeking to block its proposed $82.7 billion acquisition of Warner Bros. Discovery’s entertainment assets, alleging the merger would harm competition and lead to higher subscription prices. The plaintiff argues the…
FIFA has named TikTok its official "Preferred Platform" for the 2026 World Cup, marking the first time a social media platform has received such a designation. The deal includes live match footage, press conferences, training updates, and creator-led content, aiming…
NBCUniversal is expanding Peacock’s interactive sports streaming features for the 2026 Milan Cortina Winter Olympics and NBA All-Star Weekend. New mobile-optimized experiences—Rinkside Live for hockey and figure skating, and Courtside Live for basketball—will let users toggle between curated camera angles…
Disney+ is planning to launch a vertical, TikTok-style video feed later this year, aiming to increase daily user engagement through short-form content. The feed may include episode clips, social content, and AI-generated videos, possibly integrating elements from its ESPN “Verts”…
