Warner Bros. Discovery is actively preparing to spin off its cable networks, signaling a definitive strategic pivot away from legacy linear assets. The company's structural reorganization, financial disclosures, and executive commentary all point to an impending split, likely timed after…
Paramount booked a $152M Q1 profit and narrowed streaming losses, with Paramount+ subscriptions hitting 79M, but the real story is strategic stabilization ahead of a potential Skydance merger. Streaming growth came from familiar hits, cost-cutting helped improve margins, and Pluto…
Disney just flipped the script on its streaming narrative, clocking $336 million in DTC profits and adding 2.5 million subs across Disney+, Hulu, and ESPN+. Bob Iger dropped a no-nonsense three-pillar strategy—streamlined app experience, tech that (allegedly) works, and smarter,…
Fubo reported a mixed Q1, with subscriber losses offset by a $220M legal settlement from its antitrust suit against the defunct Venu Sports JV. Revenue came in above expectations at $416.3M, but advertising dropped 17% due to a carriage dispute…
Apple reported $95.4 billion in revenue and $1.65 EPS, beating expectations, but Services growth came in below forecasts and faces major uncertainty after a federal court ruling questioned the App Store’s monetization model. Tariff pressures are rising, with $900 million…
Amazon beat Q1 2025 expectations with $155.7 billion in revenue and $1.59 EPS, but shares fell 4.6% in after-hours trading as investors focused on soft AWS growth, cautious guidance, and looming tariffs. AWS posted $29.3 billion in revenue with record…
Roku reported strong Q1 results with $1.02 billion in revenue, up 16% YoY, driven by platform revenue growth and increased streaming hours. The standout move was its $185 million acquisition of Frndly TV—not for its content, but for its business…
Apple was referred to federal prosecutors for potential criminal contempt after a judge ruled it violated a 2021 court order and continued its anticompetitive App Store practices. The decision undercuts the justification for Apple’s 30% platform tax and could destabilize…
Canal+ reported a 2.5% year-over-year revenue decline in Q1 2025, bringing in €1.547 billion, down from €1.58 billion. However, the company spotlighted a 1.5% organic revenue increase by excluding unprofitable exits and underperforming assets. While hits like Paddington in Peru…
Microsoft beat Wall Street expectations in Q3 FY2025 with $70.1 billion in revenue and $25.8 billion in net income, driven by 20% growth in Microsoft Cloud revenue. Azure grew 33%, while Office 365 and cloud services also saw strong gains.…
