Disney used its Q2 earnings to position Disney+ as the center of its broader consumer ecosystem spanning ESPN, advertising, gaming, parks, and commerce. Josh D’Amaro made clear the company’s strategy now centers on driving engagement, personalization, retention, and long-term customer…
Roku’s platform business crossed $1.13 billion in Q1 revenue, up 28%, as advertising and subscriptions scaled together and pushed the company to $86 million in net income. Roku’s results show its platform model’s getting more durable, with distribution, monetization, and…
YouTube’s Q1 ad revenue rose 11% to $9.9 billion, putting it near a $10 billion quarter as Alphabet reported 22% overall revenue growth and 350 million paid subscriptions. YouTube’s scale on TV screens, low-content-risk economics, and behavioral bundle across ads,…
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 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…
Paramount’s Q4 results show why its Warner Bros. Discovery gamble just got riskier. The company posted a $573 million loss as linear TV revenue fell 5% to $4.7 billion, with advertising down 10% and distribution off 7%, reinforcing that its…
The E.W. Scripps Company is restructuring its local broadcast operating model around AI, automation, and centralized production to drive $125 million to $150 million in incremental annualized EBITDA by 2028. With Q3 2025 revenue down 19% and local media revenue…
AMC Networks crossed a major inflection point as streaming became its largest source of U.S. revenue in Q4, with streaming revenue up 17% to $177 million and now surpassing affiliate fees. The growth was driven primarily by price increases across…
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…
