VIEW SHARE Netflix and Warner Bros. combined will have 9.2% TV viewshare in the U.S. Nielsen Share of U.S. TV Time By Distributor 1 October 2025 October 2025 Pro Forma YouTube The Walt Disney Company Netflix & Warner Bros. NBCUniversal FOX Paramount Discovery Global 12.9% 11.4% 9.2% 8.6% 4.4% 8.4% 8.2% 1.2% HBO / HBO Max YouTube 12.9% The Walt Disney Company NBCUniversal FOX Paramount Netflix 11.4% 8.6% 8.4% 8.0% 5.6% 8.2% Warner Bros. Discovery 1.2% HBO / HBO Max ...

Group 1 - Paramount is set to report its earnings results, with analysts expecting a revenue growth of 5.5% year on year to $7.10 billion, a recovery from a 5.6% decline in the same quarter last year [2] - Last quarter, Paramount reported revenues of $6.85 billion, which was flat year on year, but exceeded analysts' adjusted operating income and EBITDA estimates [1][3] - Analysts have generally reconfirmed their estimates for Paramount over the last 30 days, indicating confidence in the company's performance heading into earnings [3] Group 2 - In comparison to peers, FOX reported a year-on-year revenue growth of 4.9%, while AMC Networks experienced a revenue decline of 6.3%, with FOX's stock rising 6.3% post-results [4] - Paramount's stock has decreased by 11% over the past month, while the average analyst price target is $14.17, compared to the current share price of $15.13 [5]

Core Insights - iHeartMedia is set to announce its earnings results, with analysts expecting a revenue decline of 2.9% year on year to $978.7 million, contrasting with a 5.8% increase in the same quarter last year [2][3] Revenue Performance - In the previous quarter, iHeartMedia reported revenues of $933.7 million, which was flat year on year and beat analysts' revenue expectations by 2.4% [1] - Analysts have generally reconfirmed their estimates over the last 30 days, indicating expectations for the company to maintain its performance heading into earnings [3] Peer Comparison - In the broadcasting segment, FOX reported a year-on-year revenue growth of 4.9%, exceeding analysts' expectations by 4.6%, while AMC Networks experienced a revenue decline of 6.3%, surpassing estimates by 2.7% [4] Market Sentiment - Investors in the broadcasting segment have shown stability, with share prices remaining flat over the last month; however, iHeartMedia's stock has increased by 75.7% during the same period [5] - The average analyst price target for iHeartMedia is $2.13, compared to its current share price of $4.55 [5]

Core Viewpoint - The media industry is facing significant challenges, with major layoffs and a shift towards freelance work as traditional media struggles to maintain financial viability [6][7][21]. Group 1: Media Industry Challenges - Major media outlets like The Washington Post, Los Angeles Times, and USA Today have laid off 10% to 20% of their workforce due to declining advertising and subscription revenues [7]. - Public media organizations such as PBS and NPR have also reduced staff by 15% and 10% respectively, while the BBC faced a budget deficit of nearly £500 million, leading to 500 job cuts [8]. - The trend of layoffs is not limited to the U.S.; Canadian Broadcasting Corporation (CBC) has cut over 1,000 positions, and Japan's NHK is projected to lose ¥40 billion (approximately 2 billion RMB) in the 2025 fiscal year [8][12]. Group 2: Shift to Freelance Work - There is a growing trend of freelancers in the media industry, with many professionals opting to work independently rather than being tied to traditional media organizations [15][21]. - Freelancers are increasingly involved in various fields, including visual storytelling, investigative reporting, and specialized B2B sectors, as traditional media faces pressure to cut costs [20][21]. - The rise of "super individuals" in the media landscape indicates a shift away from reliance on large institutions, with personal brands becoming more significant than traditional media brands [31][32][33].

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