Disney faces a shareholder lawsuit advancing in court, accusing former CEO Bob Chapek and executives of misleading investors about streaming losses tied to aggressive Disney+ growth targets. The suit claims Chapek concealed costs, inflated subscriber counts through promotions like Verizon…
MoffettNathanson’s latest report highlights the wide disparities in 2025 content budgets across major media companies. NBCUniversal leads with $27.1 billion, despite asset divestitures, followed by Disney at $23.4 billion, and Warner Bros. Discovery at $19.5 billion. Netflix, though spending $18.6…
Skip unpacks AMC Networks’ Q4 earnings, revealing a nearly $400 million impairment charge, mostly from the declining value of its linear cable networks. While streaming revenue grew 7% to $603 million and DTC subscribers hit 12.4 million, much of that…
Cineverse slashed its way to a standout quarter, with Q4 2024 revenue soaring to $40.7 million—more than triple the prior year—driven by Terrifier 3’s massive box office success. Net income flipped from a $2.9 million loss to a $7.2 million…
Paramount's merger with Skydance got the green light from the SEC and European Commission, but it's not smooth sailing just yet. The FCC is digging into the deal, partly due to renewed political drama around CBS News, and shareholders are…
Skip sees Roku’s Q4 as a major win, with $1.2 billion in revenue (up 22% YoY) and platform revenue surpassing $1 billion. Its ad business is thriving, but 2025 growth is expected to slow. The biggest threat? Walmart’s acquisition of…
The Trade Desk missed its revenue guidance for the first time in over eight years, causing shares to drop 27% after hours. Despite 22% revenue growth to $741 million and doubled net income, Wall Street reacted to the shortfall from…
Skip unpacks Sony Pictures Entertainment's rough quarter, with profits sliding 21% to $223 million due to rising marketing costs and weaker catalog licensing. Despite a 6% revenue bump to $2.62 billion, operating income fell 16.5%. Meanwhile, PlayStation and Sony Music…
Philo now has 1.3 million paying subscribers, an increase of 300,000 from last year, and generated $450 million in revenue in 2024. The company expects to reach full profitability next year. To support growth, Philo hired Edward King, formerly of…
Paramount Pictures has struck a major slate financing deal with Domain Capital Group, covering at least 30 films, including The Smurfs Movie, The Naked Gun reboot, and The Running Man. The agreement, which could extend to 40 films, expands Domain’s…
