Netflix's Stock Hit a Two-Year Low. The Company's Answer Is More TV, Not Less.

Companies don't usually gut their workforce when the balance sheet looks fine. Netflix posted $11 billion in net profit last year on revenue that grew 16% to $46.6 billion, and it'…

David Ellison spent fourteen months chasing Warner Bros. Discovery, and on Tuesday, October 6, the deal finally closed — complete with a new corporate name, Skydance Corp., stitche…

Here's a sentence that would have sounded insane five years ago: Disney just handed Netflix five "Ice Age" movies, two seasons of "Percy Jackson and the Olympians," and a chunk of…

Nearly 6% of Paramount+ subscribers canceled in August, the second-highest churn rate among major streamers, according to subscription data firm Antenna cited via Business Insider.…

Wells Fargo just downgraded Netflix stock, citing an engagement problem. Apple just walked out of the 78th Emmy Awards with 28 statuettes — more than Netflix, more than HBO. These…

For years, Netflix treated box office reporting the way most companies treat their tax returns: something to be avoided, minimized, and disclosed only when legally necessary. That…

Thirty-one million views in four days. That's the number Netflix is leading with after its exclusive Grand Theft Auto VI extended look topped its global charts the week of August 2…

The math used to be simple: streaming platforms raised prices, subscribers grumbled, most stayed anyway, revenue grew. Repeat annually. That model is now running into a wall — and…

When a platform starts writing exclusivity checks to keep talent from defecting to a competitor, it's not a sign of strength. It's a sign that the competitor is winning on terms th…

David Zaslav has sold more than $195 million worth of Warner Bros. Discovery stock since the Paramount-WBD merger was announced. That number, buried in an SEC filing, tells you mor…

The number that jumped out of Disney's Q3 2026 earnings wasn't the revenue figure. It was the silence around a different one. Disney+ and Hulu's combined operating income more than…

A temporary restraining order was supposed to be a speed bump. It's becoming a wall. When I last wrote about the Paramount-WBD merger, the story was about the $7 million-per-day co…

The most expensive word in Hollywood right now is "wait." When Paramount agreed last Friday to hold off on closing its $111 billion takeover of Warner Bros. Discovery until at leas…

Netflix beat earnings by a penny last week. Then its stock fell nearly 9%. That gap — between a technical beat and a market that still punished the company — tells you something im…

The Emmy nominations dropped Tuesday morning, and the trade coverage predictably focused on which shows led the pack and which were snubbed. But the number that matters most for un…

David Ellison has a clock problem. And the clock is in London. The Paramount-WBD merger cleared its biggest hurdle when the DOJ signed off last month — a moment I covered in detail…

The $6 billion in "synergies" David Ellison's team has promised investors is a corporate euphemism with a very specific translation: jobs eliminated, offices consolidated, duplicat…

The Justice Department's antitrust staff spent months investigating a $110 billion media merger. They were, according to reporting by the Wall Street Journal (via Variety), "leanin…

The Justice Department doesn't usually editorialize. So when its Antitrust Division signed off on Paramount's $111 billion acquisition of Warner Bros. Discovery and described the d…