some scoops in here: -Things got so bad between Will Lewis and Matt Murray that Matt told Will he was out -Jeff Zucker+Gerry Cardinale explored a deal for The Post in 2023 -Will Lewis lashed out at his execs after Bezos sent him back to the drawing board https://t.co/7M3kh4zXzS
Redbird’s Gerry Cardinale and Jeff Zucker expressed interest in buying Washington Post in 2023, per @nytimes: https://t.co/v5fCZ26uuf
On a somewhat related note, read a $PSKY analyst report this week with FY30e DTC revenues at ~$30 billion, with non-content expense at ~$3.8 billion. By comparison, when Netflix revenues reached ~$30 billion (FY21), total OpEx was ~$6.2 billion, with...

Spotify and SeatGeek teammed up to let users discover live events tied to the artists they listen to. Personalized recommendations and notifications surface events across Spotify, directing users to SeatGeek’s platform to compare options and purchase official tickets. Participating venues include SeatGeek’s...

The “physical window” has arrived. Sturgill: “We have already had what those that follow charts refer to as the biggest first week of any album in my entire career…and first week technically just started today. https://t.co/Nf3MPZx68q
Paramount Skydance Buying Out Tyler Perry’s Stake in BET+; Streaming Service to Be Phased Out and Content Merged With Paramount+ https://t.co/Q19beETCv4 via @variety
Netflix was going to cancel the show and Phil wanted to keep doing it. Ergo, YouTube. https://t.co/S6fVQvk4QH
Everyone is looking for work as AI proliferates. A sobering look at the state of gaming from @jasonschreier https://t.co/ihXWMQ5psR
Nielsen Will Delay March ‘Gauge’ Report After Streamers Fret Over Audience Declines https://t.co/2GLpF6AZCD via @variety
🚨🏈 CNBC reporting BIG increases coming to existing NFL broadcasters as we talked about last week on The LightShed Podcast https://t.co/xVYAmLvGDq
New: NBC is ending "Access Hollywood" after 30 years, as it stops producing first-run syndicated TV. "Karamo," "Steve Wilkos" also canceled.
The NFL has begun talking to Paramount/CBS Sports about a new deal. I'm told the current bid-ask spread midpoint is about 50-60% higher, and in return, the NFL would simply lift its current 2029-30 opt out and keep the CBS deal...
We're writing to let you know that on April 10, 2026, Prime Video Ad Free will become Prime Video Ultra with enhanced viewing features, and your subscription price will increase to $4.99/month. If you are a Prime Annual plan member,...
A former Netflix exec is investing into our studio. The future of entertainment is live, and interactive.
Amazon to Hike Fee for Prime Video Ad-Free Tier to $5 per Month in U.S. https://t.co/FVjZZ5ziiF via @variety

Beehiiv rolled out On-Demand Ads, a new feature in its Ad Network. It lets creators access sponsorship opportunities instantly through a marketplace and insert ad slots directly in newsletters, monetizing based on CPM and CPC performance. On-Demand Ads come months...
Seriously, what is the "steelman" argument for how generative/prompt music AI is good for artists, consumers or even streaming services. It just seems all around awful. Why is there a commercial push for something no one wants?
Peacock's AI Andy Cohen is part of NBCU's strategy to add new experiences tied to its IP to keep fans on its own platform: “Don’t think of it as a streaming platform — think of it as an entertainment platform,”...
Peacock Is Launching an AI-Generated Andy Cohen That Dishes Personalized Bravo Hot Goss and Vertical Video Clips https://t.co/B1zYs5YfF6 via @variety

This chart basically shows that Disney and Apple significantly underpriced their initial SVOD services as they were in aggressive subscriber-acquisition mode Meanwhile: The cost of HBO Max/Max actually went *down* from 2020-26 when adjusted for inflation https://t.co/exxGKeyyDA

"The sooner David Ellison takes over that network, the better." - Hegseth on CNN. There are no more quiet parts. It's all said aloud. (And I'll bet he wouldn't like this shot.) https://t.co/f913T1zNVN

"3 Steps. Today, Universal led the way on the first one… no more VOD window under 30 days…. then 45 days. Hopefully by 2028, that will be 60 days and we can stop fighting over the issue." THB #811:...
The Varsity * NFL media rights update. * That time the NCAA was about to expand to 96 teams. * Fallout from a Disney antitrust lawsuit. Plus, during the ’90s, Michael Jordan helped the NBA ascend to new heights of global popularity and profitability....
Teamsters Union Says DOJ Must Block Paramount’s Warner Bros. Takeover Unless There Are ‘Enforceable’ Job Protections https://t.co/omvw2m3xrr via @variety
Word that Universal will be expanding its theatrical exclusivity windows starting today (just before what should be a very big year at the box office) is hopefully a signal that major studios with a greater vested interest in multiplex revenues...
Ticketmaster and Live Nation are the absolute worst. I hope the trial goes forward. https://apple.news/AiqvnrK72QEGXAyboKMDwQg

Am projecting that #Scream7 will break $100M at North American #boxoffice tomorrow FRI on its 15th day of release. First 2026 film to join century club and fastest #Scream movie to ever reach this milestone. https://t.co/FV1mznQKjr
Disney Wraps Oscars Ad Sales; Event Will Feature Burger King Shout-Outs and Mazda-Backed Movie Makers https://t.co/fPUedlV0O0
When was the last time the two films in a legitimate race for Best Picture both earned more than $200 million at the box office before nominations were announced? 2011 with THE SOCIAL NETWORK and THE KING’S SPEECH? I’m not...
All competition enforcers will find our deal is pro-competitive says Paramount Chief Legal Officer Makan Delrahim of Warner deal. This is opportunity to build a "true champion" for the creative community that can compete effectively global stage and streaming market.
Paramount added $1.5 billion to its Paramount+ programming budget, says Paramount Chief Legal Officer Makan Delrahim. And yet its most successful producer jumped ship to NBCU.
Paramount Chief Legal Officer Makan Delrahim says "we want customers in theaters" and to compete most effectively against "highly scaled" streaming competitors.
Paramount Chief Legal Officer Makan Delrahim says Netflix - Warner deal would have had "serious consequences for the future of Hollywood." A Paramount-Warner deal is about "increasing the amount of content."
It’s ONE studio and it’s still less than HALF what windows were in the past Your do-nothing CEO is to blame for not getting REAL windows REINSTALLED years ago But do go on with your $AMC propaganda as theaters are literally bulldozed https://t.co/q5lB5ULkaw
“Paramount is spending 110 billion dollars to take out a rival” — antitrust attorney Ethan Litwin at Capital Forum conference.
California AG Rob Bonta blasts proposed Nexstar-Tegna deal, saying if deal goes through a "a single massive company will have outsized influence" and consumers will suffer higher prices and less access to news and sports.
CA AG Rob Bonta says his office will be vigorous in its review of Paramount - Warner deal. Concern of higher consumer costs, job loss, etc.
CA AG Rob Bonta says Live Nation settlement is "very weak" and "inadequate." Live Nation "acted illegally and created a monopoly." Says State AGs will continue trial if it can't reach a more fair settlement."
This why media companies need to tax PR. Want to send your “earned media” pitch, pay a toll. No idea why the value should be entirely skimmed by middlemen.

Music’s biggest catalogs are selling at a premium, but music’s biggest stocks are trading at a discount.
Listen Now | @charliejaneanders joins the usual gang of idiots (@scott_alan_mendelson, Lisa Laman and Jeremy Fuster) to discuss the apparent end of a near-decade-long Pixar/Disney cold streak alongside the decisive end of a nearly year-long WB hot streak.

I backed a 25-year-old first-time founder who wanted to digitize music. This was 1988. I was excited by the prospect. I knew it was possible, but to most, the idea sounded insane. Peter Gotcher and Evan Brooke had started Digidesign, and I...
What should be the business objectives behind any future M&A deal by Netflix $NFLX? @Adweek s Mark Stenberg (@MarkStenberg3) asked me for specific deal predictions. A few of my answers are in the On Background newsletter below, alongside some other smart...
As studios finally start to see the damage of the short theatrical windows are making long term, #Universal is changing their strategy and will keep #universal released titles exclusively in Theatres for at least 45 days, regardless of performance at...
One of the things you guys are missing in the news: Focus Features windows stay at 17 DAYS This is why smaller films are getting BULLDOZED They already don’t demand theatrical viewing and here you are dumping them on streaming in less...
This Universal-extending-windows news is fantastic for theaters but your lazy CEOs at the theatrical chains who did not DEMAND THEM back in 2023 when there was LEVERAGE is UNFORGIVABLE That temerity cost many theaters their existence
NEW: The CNN–CBS Marriage Plot: • Will Bari Weiss expand her remit? • Who will actually run the network? • How much will David Ellison cut, and how will he cut? • And where does Trump factor in? https://t.co/BuiVS0srnq @PuckNews
Big news. The highest praise for NBCUniversal Chairman Donna Langley and her team Pete Levinsohn and Jim Orr. Giving us hits like The Super Mario Galaxy Movie (opening April 1). AND Universal is significantly lengthening the time that movies will...

Sony at 13x EV/EBIT ahead of the GTA 6 release on 19 November 2026 https://t.co/FBeFJ5c7Bp
We should remember that “tickets sold” is an estimate based these days on details coming from outside analytics companies that don’t have access to all the facts.