Finance

Charter's $34.5 billion Cox deal is becoming an operating contract in California, where regulators are tying approval to broadband pricing, network investment, outage credits and other customer protections that could constrain margins for years. Cox gives Charter more broadband scale…

Roku’s Q2 revenue rose 22% to more than $1.35 billion as platform revenue climbed 25% to $1.22 billion and net income jumped to $164.2 million. Roku’s growing engagement, advertising inventory, subscription distribution, and control of the TV discovery layer strengthen…

Warner Bros. Discovery’s Q2 results showed HBO Max emerging as its strongest growth engine, with streaming revenue topping $3 billion and adjusted EBITDA rising 75% to $512 million, while Global Linear Networks still generated $1.45 billion in adjusted EBITDA despite…

Disney’s fiscal third-quarter revenue rose 7% to $25.25 billion as streaming operating income more than doubled to $712 million and Experiences operating income climbed 20% to $3.02 billion. Disney+ is becoming the center of Disney’s unified consumer strategy, connecting subscriptions,…

Fubo’s subscriber base reached 5.75 million in North America as the NBA Finals and FIFA World Cup drove sign-ups, but pro forma revenue stayed flat and adjusted EBITDA fell to $19.1 million. Disney’s opportunity is to turn Fubo into a…

Paramount’s Q2 gains raise the return threshold for its Warner Bros. Discovery acquisition as Paramount+ churn hits a record low, DTC and studio revenue grow, and projected efficiencies exceed $2.7 billion. The March 2027 antitrust trial could add more than…

Spotify’s planned paid AI covers and remixes add-on creates a new revenue stream from Premium subscribers while leaving artists without key details on royalty formulas, ownership, payment triggers, deductions, training rights, and opt-out controls. Merlin’s participation gives Spotify access to…

AMC Global Media raised its full-year outlook after securing a roughly $500 million Netflix licensing deal for The Walking Dead universe. The agreement gives AMC predictable revenue to offset declining affiliate fees while keeping the franchise on AMC+ and expanding…

Rebecca Avery examines what streaming content really costs, what it returns, and how long its value lasts. She argues that streamers need to measure the full content value chain, including acquisition, processing, storage, curation, distribution, and monetization, rather than relying…

Disney’s latest layoffs are turning Josh D’Amaro’s “One Disney” strategy into a centralized operating model that consolidates budgets, infrastructure, and decision-making across ESPN, television, and the studios. ESPN’s NFL Network integration and Pixar’s deep cuts show Disney’s applying enterprise-wide efficiency…