Netflix’s Home Run Derby broadcast showed meaningful progress after its heavily criticized MLB Opening Night production, with stronger studio chemistry, less self-promotion, and more focus on the competition. The remaining camera and ball-tracking issues underscore that Netflix’s biggest live sports…
Disney’s facing a multibillion-dollar distribution decision as Wells Fargo estimates broad content licensing could generate more than $15 billion annually by fiscal 2028. Disney+ remains strategically valuable as a customer, advertising, commerce, and franchise platform, but Disney should reserve exclusivity…
Hub Entertainment Research's 2026 How to Monetize Video study finds that low price now drives 21% of a streaming service's perceived value, while average household subscription TV spending remains capped at $82 per month. Free services including Tubi, Pluto TV,…
Paramount’s proposed acquisition of Warner Bros. Discovery faces a state-led antitrust lawsuit challenging its impact on theatrical film distribution and basic cable licensing, despite federal clearance. The case threatens Paramount’s September closing target and could force asset sales, licensing commitments,…
Media companies are getting better at generating attention, but the real business challenge is turning that interest into repeat behavior. Netflix’s push into short-form publisher content, weaker second-season retention, the rise of AI-driven discovery, Hollywood’s reliance on built-in fan communities,…
Netflix is adding short-form and mid-length publisher video from BuzzFeed, Condé Nast, People Inc. and Tastemade starting August 3 to capture more casual viewing sessions inside its own platform. The move gives Netflix cheaper, repeatable programming that can boost frequency,…
Netflix’s scripted series are seeing steep second-season launch declines, with Avatar: The Last Airbender down 59%, A Good Girl’s Guide to Murder down 76%, The Four Seasons down 63%, and Running Point down 43%. The pattern suggests Netflix’s discovery engine…
Ampere's latest commissioning data reveals a broader shift in how streaming services allocate development capital. Publishing communities have become an early demand signal, allowing executives to evaluate audience interest before production begins and reducing uncertainty around commissioning decisions.
Microsoft is restructuring Xbox to improve profitability, cutting roles, reducing management layers, and moving several studios out of its portfolio as the gaming division shifts from expansion to efficiency. Xbox’s lower margins, rising capital competition from AI, and pressure to…
Kirby makes the case that the full stack has become media’s most expensive flex. Sony is zeroing in on the moments where ownership actually drives revenue, while Comcast and Paramount are learning that scale can bring more scrutiny, more complexity,…
