Distribution

Paramount’s Bold Bid for Warner: What a $60 Billion Merger Means for Hollywood

Skydance, backed by the Ellison family, has just acquired Paramount, and is now eyeing Warner Bros. Discovery for its next takeover. If consummated, the merger would unite some of the most valuable entertainment assets under one roof—streaming platforms, TV networks, movie studios, and sports rights. The combined company would immediately rival Disney and Netflix in scale.

Streaming

Beyond Binge Watching: Ads, Sports, and Telecoms Are Steering Streaming Back to Cable’s Playbook

The U.S. streaming market is saturated, with 96% of households subscribed to services, prompting a shift from acquisition to retention strategies. Ad-supported models are gaining traction as affordability overshadows uninterrupted viewing. Live sports and telecom partnerships are key growth areas, while brand ecosystems are vital for subscriber retention in this maturing landscape.

Broadcast & PayTV

Splitting the Difference: Why Warner Bros. and Comcast Are Carving Up Their Empires

Warner Bros. Discovery and Comcast are restructuring to separate their declining linear TV networks from streaming divisions, signaling the end of linear television’s dominance. This strategy, framed as a means to enhance value, highlights the sector’s collapse as advertisers and viewers shift to digital platforms. Mergers or sell-offs are imminent.