Industry Trends
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Starz Raises Profit Outlook as Streaming Stabilizes, but Linear TV Tumbles
The company’s second-quarter net loss widened due in part to a $147 million charge tied to exiting its Universal film deal
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Roku Q2 Profit Jumps 1,464% With Fox Acquisition Looming
The streaming hardware maker did not host an earnings call or provide an updated financial outlook due to the pending $22 billion deal
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FCC Votes to Repeal National Broadcast Ownership Cap
The decision comes as the $6.2 billion Nexstar-Tegna merger remains stuck in legal limbo
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Warner Bros. Discovery’s Streaming Gains Overshadowed by Linear TV and Studio Struggles, Paramount Merger Limbo
CEO David Zaslav says the media giant has “every expectation” the $110 billion deal will close
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Disney Sells Out Super Bowl LXI Ad Inventory
The company closed its 2026 upfront negotiations, with volume commitments up double-digits year over year
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Disney+ Embraces ‘Digital Centerpiece’ Strategy as Josh D’Amaro Goes All-In on Streaming
Disney’s CEO says the service is exploring a free tier and that it is “well-positioned” to be an aggregator of third-party streamers
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Paramount Shows Streaming Progress as it Tiptoes Around Warner Bros. Merger Lawsuit
Paramount+ has reached nearly 82 million subscribers as the media giant’s streaming profits climbed 44% to $366 million
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Paramount-Warner Bros. Merger Antitrust Trial Set for March 2027
David Ellison will be on the hook for $1.06 billion in ticking fees by the time the 12-day trial starts on March 2
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Unlocking Family Offices: Hollywood’s $22 Billion, Under-the-Radar Pipeline
Trade Secrets: Experts break down what the specialized investment firms are and where they’re investing in media and entertainment
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David Ellison Says Paramount-WBD Lawsuit Is About CNN, Shares His Politics
“I do not aspire to lead these companies to bend their newsrooms to my views,” the executive says in a New York Times op-ed
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Spotify Shares Sink 5% as Weak Outlook Overshadows Premium Subscriber Milestone
The music streaming giant reaches a total of 300 million premium subscribers and 777 million monthly active users as of the end of its second quarter
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Paramount Seeks November Warner Bros. Merger Trial While State AGs, WGA Ask for April
The David Ellison-led media giant wants to start as soon as possible, while the states and labor union say they need more time for discovery
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California Gov. Gavin Newsom Encourages State AGs to Settle Paramount-Warner Bros. Merger Lawsuit | Report
The Wall Street Journal reports Newsom is concerned employment in the state could suffer if the $110 billion deal is blocked
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Why Talent Agencies Are Hot With Investors
This week’s The Ledger also digs into more M&A deals and the continued saga of Paramount-WBD
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Paramount-WBD: Block the Merger Coalition Members Urge UK Culture Secretary to Intervene
The U.K. Competition and Markets Authority will decide whether to clear the $110 billion deal or launch a more in-depth investigation by Aug. 7
