Distribution

Film Distribution in 2025: Consolidation, Content Austerity, and Shrinking Leverage

Hollywood spent 2025 pretending it was in a cyclical downturn. It is not. The business is reorganizing under a harsher premise: fewer buyers, fewer viable windows, and less tolerance for anything that doesn’t behave like a franchise asset. The result is an ineluctable narrowing of the market—one that punishes independents, rewards scale, and converts distribution into a political and financial instrument as much as a commercial one.

Distribution

The Fight to Control Warner: Ellison’s Power Project vs. Netflix’s Strategic Ambition

Hollywood is no longer shaped by audience demand but by competing political blocs and foreign capital. Netflix’s $82.7 billion bid for Warner Bros. triggered immediate scrutiny, with President Trump signaling he would “be involved” as regulators examine the streamer’s expanding market power. Within hours, Paramount, backed by Larry Ellison, RedBird, Gulf sovereign funds, and Jared Kushner, countered with a hostile $77.9 billion all-cash bid.

Distribution

Hollywood for Sale (Again): Political Favor, Regulatory Blindness, and the High-Cost Collapse of Legacy Media

Warner Bros. Discovery is barreling toward its fourth ownership change in seven years, a span marked by extraordinary value destruction, unchecked executive churn, and an industry unwilling—or unable—to confront the structural failures hollowing out the U.S. media sector. Instead of stabilizing long-term businesses, these megadeals have become vehicles for a handful of executives, financiers, and political allies to trade century-old cultural institutions like poker chips.

Distribution

Finding Licensing Gold: Why Some Shows Are Worth More Off Their Home Platform

Streaming services are reevaluating their financial playbooks, balancing the high costs of direct-to-consumer services with the steady returns of third-party licensing deals. With studios weighing the financial viability of streaming-first strategies against the profitability of licensing, the industry is at an inflection point where content ownership alone may not be enough to drive sustainable growth.

Streaming

Challenging Amazon: Walmart’s Vision for the Future of Subscription Streaming

Walmart is enhancing its streaming presence through the $2.3 billion acquisition of Vizio, aiming to compete with Amazon. By integrating Vizio’s technology into its retail ecosystem and leveraging its advertising capabilities, Walmart seeks to grow its streaming subscriptions and capitalize on the decline of traditional TV, creating a comprehensive media platform.

Distribution

The Media Conundrum: A Complex Interplay of Consolidation, Mergers, and Streaming Misfortunes

Unstoppable declines in linear television subscribers coupled with challenges in achieving profits in freshly minted streaming services have led most media companies on the road to consolidation. Over the next 12 months, Paramount, Warner Bros. Discovery, and NBCUniversal will likely be impacted by consolidation.