Business

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…

Disney’s January surge to 11.9% of total TV share was driven almost entirely by ESPN’s College Football Playoff coverage, highlighting how live sports can materially shift parent-level market position. But YouTube’s 12.5% lead underscores that structural, daily engagement now rivals…

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…

Warner Bros. Discovery is reviewing an increased takeover offer from Paramount Skydance, with analysts expecting a revised bid in the $32 to $35 per share range, up from the prior $30 proposal. David Ellison’s willingness to raise the offer, clarify…

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…

The NFL is rumored to benegotiating a one-year, four-game regular-season package with YouTube. The short-term deal would give the league real-time data on pricing, ad demand, reach, and technical performance while preserving leverage across multiple bidders including Netflix and Amazon…

Price discovery is hitting streaming’s core leverage points simultaneously: capital structure, distribution control, production cost efficiency, and global supply density. Companies that can absorb risk, command large-scale distribution, compress production economics, and industrialize diversified supply are widening structural advantage as…

Netflix is projected to generate roughly $3 billion in advertising revenue this year, with forecasts reaching $8 billion by 2030 and nearly 10% of global CTV ad spend. Advertising now sits inside Netflix’s core operating model, increasing revenue density across…

Ampere’s data shows female non-gamers are more open to playing than men, but cultural and content barriers are limiting conversion. The growth opportunity lies in redesigning onboarding, genre strategy, and community dynamics to capture a largely untapped female audience.