Tag: franchise IP

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.…

Kirby analyzes the looming M&A scramble for Warner Bros. Discovery, breaking down how Paramount Skydance, Netflix, and Comcast each reflect a different strategic theory. Paramount Skydance sees WBD as a growth engine; Netflix sees it as the key to permanence;…

Netflix’s pivot to Sesame Street signals a strategic shift from viral kids’ hits to long-term legacy IP play. With Cocomelon leaving for Disney+ in 2027, Netflix isn’t just plugging a gap, it’s repositioning itself as the new home for heritage…

Warner Bros. Discovery reported Q2 earnings driven by strong performance in its studios and streaming divisions, posting $9.8 billion in revenue and $1.58 billion in net income, reversing a $10 billion loss from the prior year. Studios revenue grew 55…