Disney’s exploring a free, ad-supported streaming layer that could expand its audience, create more inventory for advertisers and move viewers toward Disney+ subscriptions and other Disney businesses. Kirby sees the strongest model combining branded FAST channels, rotating on-demand content and…

Disney’s fiscal third-quarter revenue rose 7% to $25.25 billion as streaming operating income more than doubled to $712 million and Experiences operating income climbed 20% to $3.02 billion. Disney+ is becoming the center of Disney’s unified consumer strategy, connecting subscriptions,…

Fubo’s subscriber base reached 5.75 million in North America as the NBA Finals and FIFA World Cup drove sign-ups, but pro forma revenue stayed flat and adjusted EBITDA fell to $19.1 million. Disney’s opportunity is to turn Fubo into a…

Skip argues that automation makes advertising faster and easier to operate, but it can also scale weak strategy, bad inputs, and mediocre creative. Marketers still need to control the objectives, guardrails, measurement, and accountability behind automated systems, especially in CTV,…

Walmart’s completed acquisition of Vibe.co brings more than 10,000 self-service streaming TV advertisers into Walmart Connect, pairing Vibe’s demand platform with Vizio’s CTV supply and Walmart’s commerce data. The deal’s upside depends on keeping Vibe open and transparent enough to…

Paramount’s Q2 gains raise the return threshold for its Warner Bros. Discovery acquisition as Paramount+ churn hits a record low, DTC and studio revenue grow, and projected efficiencies exceed $2.7 billion. The March 2027 antitrust trial could add more than…

Sony Pictures is building a premium, in-person entertainment portfolio through the Cinerama Dome, Alamo Drafthouse, Cosm, live touring events, and franchise-based fan experiences. The strategy creates recurring ticketing, merchandise, sponsorship, and licensing revenue while extending the commercial life of Sony’s…

TSW sees Amazon and Walmart turning streaming ads into a commerce land grab. By controlling identity, buying, attribution, and transactions, both retailers could reduce streaming services to inventory suppliers while keeping the advertiser relationship and more of the margin.

Netflix’s licensed series have generated more than half of its global series-driven sign-ups since Q1 2025, showing that licensed programming is outperforming originals as an acquisition engine. Kirby examines how media companies should reserve exclusivity for titles that materially drive…

Kirby argues that cumulative media time is a weak measure because overlapping sessions carry very different levels of attention, intent, and commercial value. Streaming services have an advantage in high-intent viewing, but they’ll create more value by improving the handoff…