PricewaterhouseCoopers forecasts a robust 2025 M&A market in media and telecom, citing pent-up demand and favorable regulatory shifts. The report anticipates a surge in dealmaking, driven by advances in AI, abundant capital, and pro-deregulation policies under new FTC and FCC…
Our latest From the Archives reflects on Disney+'s transformative 10-year DTC journey as Disney+ celebrates its 5th anniversary today. Over its first five years, Disney+ reached 150 million subscribers, introduced an ad-supported tier, and turned a profit in 2024 ahead…
Paramount Global is restructuring its distribution teams ahead of its 2025 merger with Skydance Media, integrating streaming and TV networks distribution. The move includes layoffs and follows broader cost-cutting efforts to save $500 million annually. Key executive Jeff Shultz will…
Warner Bros. Discovery is restructuring into two units: Global Linear Networks and Streaming & Studios. The move aims to unlock shareholder value but faces criticism for dismantling key synergies that power Max and global growth according to Skip.
Ted Sarandos highlighted Netflix's focus on creating FOMO at the UBS Global Media and Communications Conference, positioning it as central to retaining subscribers and advertisers. FOMO isn’t exactly groundbreaking and Kirby argues that it’s the bare minimum for any streaming…
YouTube reported surpassing 1 billion daily viewing hours in 2024, showcasing its dominance in the global streaming landscape. Its universal appeal contrasts sharply with traditional media and SVOD platforms, which face fragmented regional dynamics, as highlighted in The Streaming Wars’…
TVREV highlights that Apple TV+'s 43% price hike in Q4 2023 drove a 33% increase in UCAN revenue and significantly boosted ARPU, despite a rise in churn. The platform’s focus on premium original content, which ranks third in demand share,…
Business Insider has reported ad-industry insiders’ views on Omnicom’s $13.25 billion bid to acquire IPG, sparking speculation of further consolidation in the $70 billion advertising sector. The merger reflects pressures from concentrated ad spending by tech giants, AI disruptions, and…
Doug Shapiro’s essay highlights the creator media economy’s rapid growth, generating $250 billion in 2023 and projected to exceed $600 billion by 2030. This shift, driven by generative AI, changing consumer preferences for authenticity, and younger demographics, challenges traditional media,…
Samira Bakhtiar of AWS highlights the need for media companies to diversify as the entertainment industry, projected to exceed $1 trillion in 2024, evolves. Online video (35% of revenue) and gaming (25%) dominate, with 5.75 billion mobile users and 3.5…
