TKO Group exceeded Q4 expectations despite a 10% WWE revenue drop after Raw moved from USA Network to Netflix. UFC offset losses with a 22% revenue increase. Total revenue rose 5% to $642.2 million, swinging to earnings of $0.28 per…
TelevisaUnivision’s ViX just pulled off its second straight profitable quarter, showing that Spanish-language streaming can be both viable and profitable. U.S. revenue grew 2% in Q4 2024 to $835.5 million, thanks to a boost from subscriptions and a $70 million…
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…
