Tag: media consolidation

Starz reported a wider Q3 loss of $52.6 million as linear subscriber declines outpaced OTT gains, pulling revenue down 8% to $320.9 million. U.S. OTT subs grew by 110,000, but total U.S. subs still fell by 130,000, showing digital traction…

Netflix has reportedly retained Moelis & Co. to evaluate a potential acquisition of Warner Bros. Discovery’s studio and streaming assets, signaling serious interest in a transformative deal. The focus is strictly on WBD’s high-value IP engines like Warner Bros. Pictures,…

Comcast reported a steadier but stagnant Q3 for Peacock, with reduced losses ($217M) and flat subscriber growth (41M). The platform is now cost-controlled and stable, but it is not driving growth. This reflects broader challenges as Comcast’s core connectivity businesses…

Warner Bros. Discovery confirmed it is reviewing strategic alternatives after receiving unsolicited interest from multiple parties, including a bid from Paramount Global. The company is considering a full sale, a breakup, or a structure that merges Warner Bros. while spinning…

Netflix is reportedly exploring a bid for Warner Bros. Discovery’s studio and streaming assets following the company’s decision to split into two standalone entities. The breakup has sparked interest from multiple suitors, including Skydance’s David Ellison. While Netflix has avoided…

Canal+ Group has finalized its $2 billion acquisition of MultiChoice, cementing its position as the dominant force in Africa’s pay-TV market and significantly expanding its global footprint. The deal, Canal+’s largest ever, creates a media powerhouse serving over 40 million…

Paramount Skydance CEO David Ellison is mandating a full-time return-to-office policy starting January 2026, requiring staff in Los Angeles and New York to work on-site five days a week. The move is part of a broader strategy to drive culture…

Paramount Skydance has appointed Jeff Silberman as SVP of corporate strategy, reporting to EVP Tony Driscoll. Silberman brings consulting experience from BCG and legal expertise from top firms, bolstering the company’s strategic leadership as it continues integrating assets post-merger. The…

John Malone and Rupert Murdoch held serious discussions in 2024 about merging Warner Bros Discovery and Fox Corporation, but the deal collapsed over the incompatibility of CNN and Fox News. While the merger would have combined major strengths in sports,…

ESHAP is back this week, hijacking Ask Skip once again to argue that Disney is the only traditional media company playing the right game. While others flail or fold, Disney is leveraging legacy profits to fund its transformation—bundling services, consolidating…