Streaming’s competitive center of gravity is shifting from subscriber growth to engagement velocity, especially across mobile-native, vertical environments. Microdrama apps like ReelShort are outperforming major SVOD services in daily mobile watch time per active user, signaling that frequency and habit…

David Ellison confirmed that if Paramount closes its acquisition of Warner Bros. Discovery, HBO and Paramount+ will merge into a single streaming service surpassing 200 million subscribers, consolidating billing, ad tech, identity, and engagement data into one platform. The move…

Netflix declined to match Paramount Skydance’s revised $31 per share bid for Warner Bros. Discovery, signaling that the asset didn’t meet its return threshold despite strategic appeal. Investors rewarded that discipline, sending Netflix shares up more than 10% after hours…

Paramount’s Q4 results show why its Warner Bros. Discovery gamble just got riskier. The company posted a $573 million loss as linear TV revenue fell 5% to $4.7 billion, with advertising down 10% and distribution off 7%, reinforcing that its…

Crocs used its five-part vertical microdrama Charmed to Meet You to test serialized storytelling as a distribution strategy, embedding Jibbitz directly into the plot to drive engagement rather than running a traditional campaign. The move reflects a broader shift toward…

Omdia’s latest data shows ReelShort and other microdrama apps are driving more daily mobile watch time per active user in the U.S. than Netflix, Prime Video, and Disney+, with ReelShort averaging 35.7 minutes per day compared to Netflix’s 24.8. While…

Skip explores what would happen to Max if Netflix or Paramount Global acquires Warner Bros. Discovery, and whether the app and studio assets would operate independently or be folded into a larger platform. He breaks down how identity systems, billing…

Amazon Web Services is moving deeper into live sports production with Elemental Inference, an AI system that automatically reframes live and on-demand broadcasts into vertical video and generates highlight clips within six to 10 seconds of latency. Fox Sports and…

Antenna’s latest data shows U.S. SVOD growth slowing sharply, with new subscriptions falling 33% in 2025 to 18 million from 27 million in 2024, while Q4 growth cooled to 7%. The market isn’t adding households anymore, it’s reallocating them, with…

The U.K. government will bring major video on demand platforms with more than 500,000 users under enhanced oversight from Ofcom through new legislation tied to the Media Act 2024. Tier 1 services including Netflix, Prime Video and Disney+ must comply…