Industry Trends
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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
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The Video Game Industry Is Imploding. What Does It Mean for Hollywood?
The ongoing turmoil at companies like Xbox could lead to faster adaptations as movies like “The Super Mario Galaxy Movie” cross $1 billion
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Industry Trends
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Amazon Plans to Spend $20 Billion More on AI. Wall Street Loves It
The over 9% gain in the tech giant’s share price stands in contrast to the hit Meta and Alphabet took on their AI investment plans
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Lionsgate Increases CEO Jon Feltheimer’s Pay to $19.4 Million for 2026
The increase comes after multiple TV renewals and hit films like “The Housemaid” and “Michael”
