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…
From the Archives revisits how Major League Baseball’s MLB.TV launched in 2002 as an early direct-to-consumer streaming model that bypassed traditional distribution and solved out-of-market access. It paired centralized rights control with in-house infrastructure while preserving regional broadcast economics through…
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,…
Apple is handing the CEO role to John Ternus on September 1, with Tim Cook moving to executive chairman, in a succession move that keeps leadership stable but shifts the company toward a more product-led posture. The change matters because…
TripleLift reports that streaming’s dominance in viewing hasn’t translated into creative innovation, with 49% of CTV ads still relying on legacy 15 and 30-second TV spots. The gap between modern consumption and outdated ad formats is hurting performance, as CTV-native…
Roku has launched “Roku City Dash,” an interactive game embedded in its Roku City screensaver, expanding its push to turn the TV OS into an engagement layer beyond content viewing. The feature increases active participation, enabling Roku to capture richer…
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…