Industry Trends
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Doug Liman’s AI Film Hit a Nerve in Hollywood. Does It Deserve the Hate? | Analysis
A knee jerk reaction to fear of AI was triggered, but the reality is more nuanced
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Movies
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Netflix Stock Tumbles 9% on Weaker Than Expected Earnings Forecast
The streamer maintained its 2026 guidance despite a surprise price increase in the U.S. and the collapse of its $83 billion Warner Bros. deal
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Netflix Brushes Off Warner Bros. Deal Loss, Growth Concerns as Profits, Revenue Soar in Q1
The streamer’s revenue grew 16% to $12.3 billion, boosted by higher pricing, ad revenue and subscriber growth
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Business
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‘Streamflation’ Is Driving Consumers to Their Breaking Point. What Should Streamers Do? | Analysis
As streaming prices continue to rise, experts tell TheWrap that consumer spending on video has plateaued and subscribers are reevaluating what they really need
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Streaming
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Media VC Deal Activity Falls by More Than Half to $50 Million in March Amid AI Uncertainty | Charts
The Funding File: Aerospace company Xona Space Systems, connected TV advertising platform Keynes and AI platform Halcyon led the month’s biggest venture capital investments
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Business
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Why Young People Are Poised to Save Movie Theaters, In-Person Entertainment | Charts
A National Research Group study finds that Gen Z and Gen Alpha audiences express the highest interest in leaving their homes for movies, entertainment
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Data Analysis
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Damon Lindelof Warns Paramount-WBD Merger Will Turn Warner Bros. Lot Into a ‘Ghost Town’
“Hollywood, believe it or not, is a blue-collar town … thousands of Grips and Gaffers. Drivers and Decorators. Builders and Boom operators. Camera teams and Caterers. And they’re all about to get f–ked,” he writes
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Issa Rae’s Hoorae Media Sets First Microdrama Series ‘Screen Time’ in TikTok Content Deal | Exclusive
TikTok and Hoorae will co-develop additional micro-series for exclusive release on TikTok and PineDrama
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Susan Rovner’s MicroCo Bets on ‘Joy Scrolling’ and the High-Speed Microdrama Production Pace
The former NBCU exec joins Knockout Shorts’ Matthew Ko, DramaBox’s Silas Wang and Crisp Momentum’s Vivian Anan Wang for an HRTS Associates LA panel on the booming verticals industry
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Cinema United Sets Filmmaker Leadership Council With Jerry Bruckheimer, Emma Thomas and More
Directors Brad Bird, Ryan Coogler, Jason Reitman and Celine Song also join the partnership in order to provide recommendations on issues facing theatrical movie releases
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Fox Corp, Kalshi Strike Deal to Bring Prediction Data to TV, Streaming
The move follows Kalshi’s partnerships with CNN and CNBC, as media companies lean into prediction market data
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Cinema United Urges State AGs to Scrutinize Paramount-WBD Merger
“The stakes of this deal could not be higher for our members and the future of the U.S. film industry,” Cinema United CEO Michael O’Leary says
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Film and Sound Recording Industries Shed 1,100 Jobs in March
The decline puts the sector’s total jobs at 337,400 for the month, according to the latest report from the U.S. Bureau of Labor Statistics
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Consumers’ Time Spent With AI Platforms, Content to Increase 29% by 2029, Survey Finds
Around 64% of respondents surveyed believe humans will collaborate with AI to create premium content, including box office hits
