Netflix has opened its first Netflix House in King of Prussia Mall, launching a bold expansion into physical entertainment experiences. By transforming its streaming IP into immersive destinations, Netflix is building a new revenue layer that combines merch, ticket sales,…

Ask Skip breaks down Netflix’s latest metric switch to Monthly Active Viewers (MAVs), a self-defined measure inflating ad reach claims to 190 million by bundling co-viewing estimates, live sports, and first-party multipliers. While MAV reframes the narrative toward total ad…

Stingray is acquiring TuneIn in a deal worth up to $175 million, aiming to significantly boost its presence in streaming and digital advertising. The acquisition gives Stingray access to TuneIn’s 75 million+ monthly users, a robust global distribution network, and…

Sony delivered another quarter that reinforces its diversified, high-yield model. While Pictures revenue dipped 2% due to a lighter release slate, the company leaned into anime and music, with Demon Slayer and the Aniplex unit driving substantial growth across segments.…

Kirby analyzes the looming M&A scramble for Warner Bros. Discovery, breaking down how Paramount Skydance, Netflix, and Comcast each reflect a different strategic theory. Paramount Skydance sees WBD as a growth engine; Netflix sees it as the key to permanence;…

YouTube is seeing a surge in long-form content consumption driven by viewers aged 35–64, a demographic that once anchored traditional cable TV. Ampere Analysis shows these users are now “content super-consumers,” favoring full-length movies and shows, particularly on smart TVs.…

Paramount Skydance’s first earnings under CEO David Ellison showed streaming growth isn't yet enough to offset the rapid collapse of its linear TV business. Q3 revenue hit $6.7 billion, missing forecasts as cable advertising and distribution fell sharply. Paramount+ grew…

Amazon has launched location-based interactive video ads on Prime Video, enabling advertisers to tailor national campaigns with local relevance down to ZIP code-level variations. The format lets brands create interactive CTAs like “Send to Phone” and customize landing pages per…

Kirby argues discovery is streaming’s biggest growth bottleneck. Fragmented metadata, poor UX, and smart TV platform control are stalling monetization and engagement. To reach its $1T potential, the industry must treat discovery as infrastructure, prioritizing metadata, interface control, and reducing…

Comcast has formally entered the mix for Warner Bros. Discovery’s studio and streaming assets, retaining Goldman Sachs and Morgan Stanley and gaining access to the company's financial data room. The move signals serious acquisition interest despite public caution about M&A.…