Tag: advertising

Kirby outlines 7 pragmatic predictions for where streaming is headed, spotlighting shifts in spending, control, and what success actually looks like. The real power isn’t in content libraries but in owning access, distribution, and the customer relationship. As the dust…

Streaming services spent 2025 abandoning old growth narratives and confronting economic reality. Scale stopped hiding inefficiencies, bundling reduced churn by removing decisions, and advertising became a strategic constraint. Sports rights demanded precision, while AI rewired workflows and forced tradeoffs. Success…

The Streaming Wars recaps the ten most impactful stories of the year, highlighting industry-defining moments that shaped executive strategy across streaming, tech, and media. From Disney's AI licensing framework and YouTube’s reclassification as TV, to Netflix’s creator push and critical…

TikTok has agreed to spin off its U.S. business into a separate entity controlled by Oracle, Silver Lake, and MGX, resolving years of regulatory tension with a deal set to close in January. The new structure gives U.S. firms governance…

Lionsgate and Debmar-Mercury have launched MovieSphere Gold, a new all-movie digital multicast network now available in over 30 million U.S. households. Backed by Lionsgate’s deep library of contemporary films, the network aims to stand out in the growing diginet space…

In a strategic move to push for a potential merger, Sinclair Broadcast Group revealed that it has taken roughly an 8% stake in E.W. Scripps. The disclosure hit Monday, and the market went into full popcorn mode. Scripps shares spiked…

Kirby breaks down why Fox streamed the Super Bowl on Tubi but kept the World Series off. The key? Control. The NFL deal gave Fox full flexibility to experiment with reach, while MLB’s rights mess made free streaming too risky.…

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…

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…

Fox Corporation reported a 5% year-over-year revenue increase in Q1 FY2026, driven by strong advertising performance from Tubi and the NFL’s return. Tubi reached profitability for the first time and saw 27% revenue growth, with viewing up 18%. Fox also…