Peacock reported a $432 million loss in Q1 despite reaching $2.0 billion in revenue and 46 million paid subscribers, highlighting continued scale alongside uneven profitability. Comcast said Peacock could approach or reach profitability in Q2, but that outlook is largely…

Netflix approved a new $25 billion stock buyback, signaling a shift back to its core capital allocation strategy after abandoning its Warner Bros. Discovery acquisition attempt. The move redirects excess cash toward equity support, reinforces management confidence in the company’s…

Netflix is negotiating to acquire Radford Studio Center after the Los Angeles lot fell into lender control following a debt default. The deal would give Netflix a major owned production base in its core market, tightening control over stages, scheduling,…

Ask Skip breaks down why companies communicate strategy to the market before employees during major moves like layoffs or restructurings. That delay creates a gap where trust erodes, rumors spread, and teams slow down because they don’t have enough context…

Netflix delivered a strong Q1 with $12.25B in revenue and nearly doubled profit, but the market reaction shows it’s now being judged on efficiency, not growth. The company’s strategy has shifted toward maximizing revenue per user through ads, pricing, and…

Roku has surpassed 100 million streaming households globally, cementing its position at the operating system layer where viewing begins and giving it scaled influence over discovery, subscriptions, and advertising. That reach strengthens Roku’s pitch as core ad-supported TV infrastructure, while…

Warner Bros. Discovery structured HBO Max’s India launch as a paid add-on within JioHotstar rather than a standalone service, using an existing platform to bypass the market’s pricing pressure, fragmentation, and operational complexity. The move prioritizes distribution efficiency and scale,…

Gabriel Andriollo, Founder and CEO of inFocus PR and a former communications leader at HBO Max and TelevisaUnivision, says misaligned internal and external messaging is a structural blind spot that's quietly eroding streaming companies’ performance . He argues that when…

Disney is paying $50 million to settle a class action lawsuit over live TV bundling practices, but the agreement leaves its distribution strategy unchanged. The case reinforces ESPN’s leverage as a must-have asset that continues to anchor bundle pricing across…

Disney is cutting about 1,000 jobs across marketing, studios, ESPN, and corporate functions as part of CEO Josh D’Amaro’s push to unify operations under a centralized model . The layoffs remove overlapping roles created by consolidating global marketing, aiming to…