Apple acquired full ownership of Severance for just under $70 million, bringing the Emmy-winning series in-house at Apple Studios as it prepares for a planned four-season run and potential universe expansion. With the show costing roughly $20 million per episode,…

YouTube TV has begun rolling out lower-priced, genre-based bundles that give subscribers multiple downgrade paths without sacrificing core product features. The new Sports, Sports plus News, Entertainment and Family plans highlight YouTube TV’s growing leverage with programmers and its focus…

Netflix’s proposed acquisition of Warner Bros. Discovery gives it tighter control over content costs, better margin visibility, and less reliance on third-party licensing. The deal makes strategic sense internally but raises serious regulatory concerns due to market concentration, especially with…

YouTube brought in over $60 billion in revenue in 2025, outpacing Netflix and rivaling Disney, thanks to a combined ad and subscription model now disclosed for the first time. This dual-engine approach, ads plus 325 million paid subscriptions, positions YouTube…

Skip warns that agentic advertising, despite the buzz, isn’t a guaranteed win for publishers unless they actively shape how their inventory is defined and valued. While AI agents promise scalability and discoverability for high-impact formats, the risk is repeating programmatic's…

The creator economy didn’t kill premium content, it redefined who gets to make it. Control over audience relationships, not production resources, now determines cultural relevance and monetization. Studios still matter, but they’ve lost the automatic authority to define premium.

Disney beat expectations in its fiscal Q1 earnings, with strong parks revenue crossing $10 billion and streaming showing steady improvement. The company also named Josh D’Amaro, head of parks and experiences, as CEO successor to Bob Iger. Disney’s board is…

Disney named Josh D’Amaro its next CEO, aligning leadership with a $60 billion investment in parks and experiences. His operational success in that division reflects Disney’s shift toward long-term, capital-intensive growth. Media remains key but now supports broader business goals,…

Live service games like Fortnite, Roblox, and Apex Legends churn up to 60% of players within three months, but they quickly replace them. This user rotation is now standard across streaming and subscription models. With net-new user growth stalling, long-term…

Paramount+ has started acquiring unscripted projects again and brought in former Netflix executive Damla Dogan as a consultant reporting to Head of Originals Jane Wiseman. While this does not mark a full strategy shift, it signals the streamer is cautiously…