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…
Kirby breaks down the YouTube TV-Paramount dispute, pulling back the curtain on what’s really driving the battle over content distribution, user control, and monetization. As direct-to-consumer streaming reshapes the industry, legacy distributors like YouTube TV are pushing back against paying…
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…
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…
Apple is launching a dedicated Apple TV+ app for Android, expanding its reach beyond its own ecosystem. This move aligns with Apple's broader strategy of prioritizing content distribution over platform control, ensuring Apple TV+ is accessible on as many devices…
YouTube’s biggest screen is now the TV, with more watch time happening on television than on mobile or desktop. In December 2024, YouTube accounted for 11.1% of total U.S. TV viewing—beating Netflix, Prime Video, and Hulu—marking a major shift in…
Tubi’s Super Bowl stream proved that free, ad-supported platforms can handle major live sports, opening the door for more events to be streamed without paywalls. This raises big questions—could FAST platforms like Tubi expand further into live sports, and what…
Netflix is eyeing video podcasts, according to Business Insider, as it looks to expand its content lineup. With YouTube dominating the space and Gen Z favoring video-first formats, Netflix sees a chance to tap into creator-led content. The move could…
