Kirby explores how streaming services are architecting systems that match their economic realities. General entertainment platforms like Netflix and Disney are designing systems that scale franchises across formats, regions, and revenue lines, while niche services like AMC+ and Crunchyroll are…
Streaming services are shifting focus from high-volume output toward IP with the potential to scale across formats, markets, and revenue lines. As production costs rise and budgets tighten, platforms are increasingly concentrating investment on ideas that can support long-term value.…
Paramount made a $108.4 billion hostile all-cash offer for Warner Bros. Discovery, disrupting Netflix’s prior $82.7 billion agreement and resetting the competitive stakes in Hollywood's final mega-merger. With WBD shareholders now weighing immediate cash versus Netflix’s strategic value, the deal…
Harmonic is selling its video business to MediaKind for $145 million to double down on broadband infrastructure, particularly its vCMTS platform supporting DOCSIS 4.0 rollouts at Comcast and Charter. This move frees Harmonic to align fully with operator demand and…
The proposed Netflix acquisition of Warner Bros. reveals how wrestling rights are shaped less by content and more by system alignment. WWE, AEW, and TNA now represent three distinct strategic models: WWE supports scale across platforms, TNA fits a habit-driven…
Netflix has acquired Warner Bros. for $82.7 billion, combining the most scaled streaming service with one of Hollywood’s deepest IP libraries. The deal gives Netflix control over franchises like Harry Potter, Game of Thrones, and DC, positioning it as the…
AMC is pivoting from prestige-only programming by anchoring Thursday nights with live TNA Wrestling to drive weekly engagement and reduce churn across linear and AMC+. As scripted originals lose their scheduling power, AMC is investing in wrestling as a consistent,…
Kirby reiterates that YouTube is TV, arguing the platform has already redefined what television means by becoming the most-watched service on actual TVs in the U.S. The resistance, he contends, isn’t about viewer behavior, it’s about preserving outdated compensation models…
Cyber Monday has overtaken Black Friday in retail ad spending, signaling a major shift toward digital-first holiday shopping behavior. Despite CTV's massive reach and high engagement, marketers continue to apply mobile performance tactics to what should be an influence-driven channel.…
Kirby takes a sharp look at how identity, not platforms, now drives media distribution. Creators are the new infrastructure, AI controls discovery and churn, and characters outperform brands in algorithmic environments. Legacy players are pivoting, through partnerships, consolidation, and experiential…
