
New Antenna data shows U.S. premium SVOD subscriber growth has markedly slowed, with seasonality now influencing churn as users cancel before adding new services. Bundling emerges as a critical growth lever, especially for Disney’s streaming portfolio. Meanwhile, Paramount‑Skydance secured the Warner Bros. Discovery acquisition after Netflix declined to raise its bid. Nielsen’s January 2026 Gauge report suggests the transaction will only modestly affect Paramount‑Skydance’s streaming audience share.
Apple is expanding its live Formula 1 coverage by partnering with 50 IMAX theatres and integrating the feed into DirecTV’s Apple TV bundle, letting satellite subscribers watch races without launching the app. In the UK, Barb data shows YouTube now ranks as...