Wall Street Stays Bullish on Netflix Despite Weaker Outlook
Wall Street Remains Mostly Bullish on Netflix Stock Despite Softer Q2 Forecast https://t.co/OXVbMgUNu1 via @variety
Netflix Q1 Solid, Stock Dip Overreacts to News
My Thoughts on $NFLX The Q1 results are generally solid, although revenue growth has slightly slowed to +16.2%, which is still a strong growth rate. The stock dropped 9.6% after the earnings report, and in my view, this is an overreaction...
Netflix Shares Tumble over 10% on Muted 2026 Outlook
Netflix shares are down more than 10% after the company didn’t forecast a big jump in earnings for 2026. https://t.co/a0WNdW74jd
Creator Partnerships Drive Explosive Growth, Not Ad Spend
Manscaped sponsored 2,000+ YouTubers, generating 2 billion views in one year and scaling revenue from $3M to nearly $300M. Meanwhile you're complaining about Facebook ad costs while ignoring the massive leverage of creator partnerships.
Media Shake‑up: Exec Exits, Big Sports Deals, Show Cancellations
#ICYMI •#Netflix Hastings exits •#IMG Guinness exits; Francis CBO •#Channel4 Katz out •#YouTube near 5-gm #NFL deal •Mehta-#Devils GM •#Oilers McDavid 6th #NHL scoring title •Seedorf-#Fox #FIFAWorldCup studio •#Sony-#AnUnfinishedLoveStory •#LawAndOrderOrganizedCrime axed
Disney's Infinity Could End IMAX Showdown, Aid Smaller Chains
I’m not yet a fan of Disney’s Infinity standard. But the knee jerk response to it is short sighted. This is not just about opening weekend. They had to fight last year for any IMAX screens for Zootopia 2 vs...
Disney Launches Infinity Theaters to Sidestep IMAX
Disney isn’t sour graping with their new “Infinity” theater standard. They are trying to get clear of IMAX, understanding that the audience wants it for many of their films and can’t get it. So they are making their own without...
Netflix Q1 Beats Estimates, Margin Gains Surge
$NFLX Q1'26 Results: ↗️$12.250B rev (+16.2% YoY, +1.7% QoQ) beat est by 0.7% ↗️GM (51.9%, +1.9 PPs YoY) ↗️EBIT Margin (32.3%, +0.6 PPs YoY) ↗️FCF Margin (41.6%, +16.3 PPs YoY)🟢 ↗️Net Margin (43.1%, +15.7 PPs YoY)🟢 ↗️EPS $1.23 beat est by 61.8%🟢 Regional Breakdown UCAN ↘️$5.245B rev (+13.6%...
Rejection Today, Acceptance Tomorrow: Keep Pitching
One sync company rejects your pitch. Months later, another accepts it. Around and around we go.
Undisclosed Bot Matches Spark Lawsuit Between Skillz and Papaya
If you're supposed to be playing against humans and the game company is matching you with bots without telling you, then you're going to wind up in court. That's why Skillz is suing Papaya. https://t.co/6wQ6fvXbdj
Sports Media Turmoil: Layoffs, Deals
The Varsity * Ilan Ben-Hanan (@IBH) —an SVP of programming & content strategy, is the most senior ESPN executive to be laid off this week. * Will regulators get behind YouTube's pending deal with the NFL? * Casey Wasserman is on Capitol Hill...
Bruce Hornsby Marks 40‑Year Billboard Run with New Album
Bruce Hornsby extends his Billboard chart run to nearly 40 years as "Indigo Park" debuts on Adult Alternative Airplay. The new album also opens with 2,000 copies sold in its first week. https://t.co/xKeAhu3qYm
Your Email List Outlasts Fickle Platform Algorithms
Every platform changes its algorithm. Every app can disappear overnight. Why your email list is still one of the most valuable things you own as an artist: https://t.co/xPTc9zM3q8
Ella Langley’s “Choosin’ Texas” Marks 20 Weeks #1
Ella Langley’s "Choosin’ Texas" earns a milestone 20th week at #1 on Billboard’s Hot Country Songs chart, with 26.6 million streams, 42.4 million in radio audience, and 9,000 sold. https://t.co/antFeHcjOV
FCC Defends Nexstar‑TEGNA Merger Amid Senate Inquiry
News: 🚨@FCC counsel filed this letter today with the U.S. Court of Appeals for the D.C. Circuit. It is @BrendanCarrFCC response to @tedcruz and @SenatorCantwell March 30 letter regarding the agency's March 19 approval of the @NXSTMediaGroup -@TEGNA transaction. $NXST...
Netflix Dip Signals Buying Opportunity Amid Strong Fundamentals
Ignore the boardroom noise. Netflix's fundamentals are strong: cash is flowing, paid sharing is working, and the ad tier is growing. The recent dip looks like a buying opportunity. investing
Netflix Leaders Praise Reed Hastings' Selfless, Graceful Exit
Netflix Bosses Bestow Heartfelt Praise on Reed Hastings as He Sets Exit: ‘Selfless, Disciplined and Graceful’ https://t.co/FBXqfiMoYC via @variety
Disney Demands $10M for 30‑second Super Bowl Ad
Scoop: Disney has told advertisers it believes they should pay $10M for a 30-sec ad in the company's 2027 telecast of Super Bowl LXI, according to four people with knowledge of negotiations, but the price tag has some marketers sitting...
Avatar Fire And Ash Ends Run with $404.3M
Avatar Fire And Ash finishes its North American #boxoffice run tonight. $404.3M over 17 weeks. 4th biggest film from 2025.
Netflix Co-CEOs Face Pay Cuts Starting 2025
Netflix Co-CEOs Ted Sarandos, Greg Peters See Pay Packages Drop in 2025 https://t.co/KTvDFrfJwS via @variety
Netflix Claims Cheapest Per‑hour Streaming Value in US
Netflix clearly flexing their long-term pricing power $NFLX "we think we are delivering one of the best entertainment values that has ever existed…in the US right now, Netflix subscribers are paying the least per hour of viewing compared to other...
Netflix Ready to Walk Away From Warner Deal
Ted Sarandos: Netflix Was ‘Willing to Put Emotion and Ego Aside’ and Walk Away from Warner Bros. Acquisition https://t.co/yPdLBCoAos via @variety
Reed Hastings to Exit Netflix Board in June
#Netflix co-founder and chairman Reed Hastings is exiting the board in June when his term expires. Hastings stepped down from the CEO role in 2023. $NFLX
Media Fear Allbrit
As I wrote the other week, Washington media outlets don’t necessarily fear Robert Allbritton’s new Washington Star, but they do fear his ability to unsettle the comp expectations. https://t.co/aLIYhaGRPk
World Baseball Classic Becomes Netflix Japan’s Top Show
Netflix says The World Baseball Classic was its most-watched program ever on Netflix in Japan with 31.4 million viewers.
Netflix Launches Short-Form Vertical Video Feed
NETFLIX GETTING INTO THE DOOM SCROLLING GAME? Netflix $NFLX just said it is about to launc a new short-form vertical video discovery feed on mobile
Ruling Allows Link-Out, Not In-App Payments, Violates
This isn’t a valid interpretation of the most recent Epic Games v. Apple ruling and my belief is that CalAI was in violation of App Store policy: - the ruling forces Apple to allow link-out, not alternative payments in in-app webviews -...
Netflix Revenue Jumps 16% on Ads, Price Tweaks
Earnings: Netflix Revenue Climbs 16% to $12.3 Billion, Boosted by Ads Business, Pricing Changes https://t.co/gSuZ3e7g1I
Netflix Beats Q1 Forecast Without Warner Bros Deal
Netflix, With Warner Bros. Off the Table, Beats Q1 Wall Street Expectations https://t.co/UiRluFMzsW via @variety
NFL Treats YouTube as Free TV, Ignoring Regulators
NFL to Critics: YouTube Is Free TV. Deal With It. Assuming today’s YouTube licensing of five games news is accurate, it clearly illustrates that the NFL is not terribly concerned by the FCC inquiry, what appears to be a narrow DoJ...
Network Effects and Exclusives Outweigh Digital Library Loss
Lots of good points here but I still fundamentally disagree with the Phil Spencer line that failure was inevitable after losing the digital library race in the PS4 generation. It's a factor for sure, but I think broader network effects...
Paramount Is the Ideal Buyer for Warner Bros.
That’s the thing: Paramount was the BEST option for WB sale Anyone who doesn’t understand that does not truly care about theatrical
Creator IP Emerges as Hot Commodity in Media
I dug into this emerging trend and spoke to smart folks like @denk_tweets, @dcbruck, and others about how Creator IP is a hot commodity right now for @viralnationinc. Key findings ⬇️⬇️⬇️ https://t.co/7wJNmO8Rf3
Paramount Enforces 45-Day Theatrical Window for 2026 Releases
At CinemaCon, David Ellison confirms all 15 of Paramount’s 2026 releases will have a 45-day minimum theatrical window. Every studio chief has emphasized this in an effort to rebuild moviegoing. Next step: no straight-to-streaming movies, the real scourge. Change...
Paramount's Extravagant CinemaCon Video Raises Acquisition Doubts
Not sure how Paramount can afford to buy WB, considering how much money they must have spent on their INSANE, star-studded, #CinemaCon intro video that ends w/ Tom Cruise on top of the water tower. Cameron, Chalamet, Will Smith, Pratt, Wahlberg,...
NPR Receives $113M Tech Boost, Future Secured, Layoffs Possible
NPR given $113M for tech to deliver NPR content to audiences everywhere & to aid stations' audience research, fundraising and marketing Follows loss of fed $ for public media CEO Maher says gifts set NPR up for next 50 years but doesn't...
Netflix Adds New Video Podcasts From Diverse Creators
Netflix Expands Video Podcast Slate With Shows from ‘Rotten Mango’ Creator Stephanie Soo, Evan Ross Katz, NBC News’ Ellison Barber and Magician David Kwong https://t.co/yZeWmsmQ90 via @variety
AI Could Let Hollywood Produce 50 Films, Not One
Runway CEO says AI could help Hollywood make 50 films instead of one $100M blockbuster https://t.co/99XNdfmlAn
Subscription Fatigue Threatens Netflix, Adobe Growth
Consumers Battle Subscription Fatigue. What It Means For Netflix, Adobe. https://t.co/jtH3xsuAM9 $NFLX $ADBE $AMZN $AAPL $MSFT
Clarence Seedorf Joins Fox Sports World Cup Panel
SOME NEWS: Clarence Seedorf will join Fox Sports as a World Cup studio analyst. He joins Rebecca Lowe, Thierry Henry, Zlatan Ibrahimović and Javier (Chicharito) Hernández as Fox has brought in some interesting people to enhance its coverage. STORY FOR @SBJ: https://t.co/UO7DiAyqLA
Xbox's New Chief Asha Sharma Prioritizes Platform Foundations
Microsoft’s new Xbox chief starts making her mark. In this week's Notepad 📒 I reveal more of Asha Sharma's Xbox memo, including a "deeper investment in the Xbox platform foundations." Live now for subscribers 👇 https://t.co/hA5cQ2CL1M
Paramount Hires New Ad Chief to Chase Streaming Dollars
Paramount’s new ad sales chief Jay Askinasi, takes his first public spin as the company readies for upfront meetings. His task is to snare new ad dollars for streaming even as PSKY's TV properties are shedding Madison Avenue support.... https://t.co/0stHwS9Jzn via...
Free Report Reveals Games Dominating Asia and MENA
We've just released a FREE report in collaboration with mindGAME that looks at video games that over index in Asia & MENA. We spotlight titles that are more popular in these markets compared to global performance. https://t.co/avAuDV5PTQ
TMZ's Shift to Politician Harassment Shows Smart Pivot
TMZ turning their attention to harass DC politicians instead of celebrities is the example of an excellent business pivot I'm showing my clients this week 🤣
Hornets Partially Funded by Main Street Sports for Local Rights
One little piece of news that I’ve learned from sources: The Hornets have partially, but not fully, been paid by Main Street Sports for their local rights this season. Shelly and I discuss the Hornets’ broadcast plans for next season here: https://t.co/tJJ8MQjPnK
ESPN Pushes WrestleMania, Featuring Pat McAfee in Main Event
ESPN is going all out to promote WrestleMania and Pat McAfee is in the main event picture https://t.co/3Uq1PRUowD https://t.co/2MNSlTJYpw
Netflix's $72B Warner Bid Missed, Earnings Loom
The $72 Billion Netflix Question Facing Netflix Heading into Q1 2026 Earnings Tonight $NFLX You were prepared to a write a $72 billion cash check to acquire Warner Bros. studio and HBO up until last month when you got outbid and...
NPR Secures $113M for Digital Overhaul Amid Funding Cuts
NEWS: NPR receives $113M toward digital transformation and to offer stations greater services as the loss of federal funds takes a big bite out of budgets. $80M from philanthropist Connie Ballmer $33M from anonymous donor My initial story: https://t.co/4utjEOR0Un More to come
Hands‑off Media Buying Redefines Creative Strategy
Killer video from @DenneyDara. So much to take away about creative and media buying, especially how they're doing very hands off media buying...
Brian Williams Joins Netflix for Weekly Podcast
This just in: Brian Williams signs on to Netflix to host a weekly podcast https://t.co/8TbSo9kSEC @latimes