Business

Gracenote’s 2025 State of Play report reveals that content discovery has become a top churn trigger in streaming, with 49% of viewers willing to cancel services if they can’t find something to watch. As streaming platforms fragment and user frustration…

Netflix’s pivot to Sesame Street signals a strategic shift from viral kids’ hits to long-term legacy IP play. With Cocomelon leaving for Disney+ in 2027, Netflix isn’t just plugging a gap, it’s repositioning itself as the new home for heritage…

Ask Skip breaks down the current state of media and entertainment, arguing that the industry's direct-to-consumer efforts were more obligation than ambition. With M&E companies struggling to operate as true DTC platforms, Skip encourages openness to new sectors that might…

Spotify beat Q3 2025 expectations with revenue up 7% to €4.27 billion and net income of €899 million, reversing a loss from the prior year. The company added 5 million Premium subscribers for a total of 281 million, and monthly…

Netflix has reportedly retained Moelis & Co. to evaluate a potential acquisition of Warner Bros. Discovery’s studio and streaming assets, signaling serious interest in a transformative deal. The focus is strictly on WBD’s high-value IP engines like Warner Bros. Pictures,…

Platforms, not content are the real product. Control over the interface now dictates visibility, discovery, and ultimately monetization. Whether it’s universal search, homepage placement, or FAST row presence, success depends on how (and where) content shows up, not just what…

Roku posted its first quarterly operating profit since 2021, beating expectations with $1.21 billion in revenue and $24.8 million in net income for Q3 2025. Despite strong platform revenue growth, improved EBITDA guidance, and rising streaming hours, shares fell over…

Basics of Streaming explores how universal search, a powerful tool now controlled by platforms, has become the primary gatekeeper in streaming. As fragmentation and viewer fatigue surge, TV OS-level search layers dictate what gets surfaced, watched, and monetized, shifting power…

Comcast reported a steadier but stagnant Q3 for Peacock, with reduced losses ($217M) and flat subscriber growth (41M). The platform is now cost-controlled and stable, but it is not driving growth. This reflects broader challenges as Comcast’s core connectivity businesses…

Apple reported Q4 FY2025 revenue of $102.5B and EPS of $1.85, beating expectations. However, iPhone revenue missed estimates at $49.03B due to supply constraints and limited availability of the new iPhone 17 models. Services and Mac outperformed, while Greater China…