🚨What we know about the new Netflix Warner Bros. merger:The companies agreed after Warner Bros. split its studios and HBO Max streaming business from its cable networks.This deal would reshape the entertainment industry. ...

Core Thesis - Fox Corporation is experiencing a bullish sentiment driven by its streaming platform Tubi, which is gaining market share and is expected to contribute to profitability in the coming years [1][4]. Company Overview - Fox Corporation operates in the news, sports, and entertainment sectors in the United States, with its stock trading at $65.50 as of November 28th [1][2]. - The trailing and forward P/E ratios for Fox Corporation are 14.72 and 14.79, respectively [1]. Tubi's Performance - Tubi has achieved a 2.2% share of total TV viewing as of October, making it the sixth-largest streaming service in the U.S., surpassing established brands like NBC's Peacock and Warner Bros. Discovery [2][3]. - Tubi's growth is notable as it operates as a free ad-supported service, appealing to cord-cutters and younger demographics seeking free, on-demand content [3][4]. Future Expectations - There are expectations that Tubi will start generating incremental profits in 2026 and 2027, which is central to Fox's growth narrative [4]. - Tubi's ability to increase engagement, expand advertising inventory, and utilize Fox's content pipeline positions it as a strategic growth engine for the company [4].

We came across a bullish thesis on Roku, Inc. on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bulls’ thesis on ROKU. Roku, Inc.'s share was trading at $96.79 as of November 28th. ROKU’s forward P/E was 84.03 according to Yahoo Finance. Copyright: antonioguillem / 123RF Stock Photo Roku, Inc., together with its subsidiaries, operates a TV streaming platform in the United States and internationally. ROKU is increasingly emerging as a meaningful player in the broad ...

How Mark Wahlberg Became The King Of Streaming https://t.co/vTNu09yPSz ...

In media news this morning, reports saying that Warner Brothers Discovery is asking bidders to submit new Sweden offers by Monday. So, a lot of bankers are going to be working overtime this Thanksgiving. Rich Greenfield, co-founder of Lightshed Partners, good morning to you. What do you think these bids look like? I know you've you've you've said before that you know you think that Comcast Brian Roberts who controls this company at least currently uh needs to do this deal but also it appears that Netflix ma ...

How Mark Wahlberg Became The King Of Streaming https://t.co/vTNu09yPSz ...

Entertainment Industry Trends - New shows and movies across platforms like Netflix, Hulu, Prime Video, and Apple TV are being released this weekend [1] - The releases cater to diverse tastes, including dark fantasy, wicked witches, and cozy mysteries [1] - The industry anticipates increased viewership as colder weather encourages indoor entertainment [1]

Entertainment Industry Trends - New shows and movies across platforms like Netflix, Hulu, Prime Video, and Apple TV are being released this weekend [1] - The releases cater to diverse tastes, including dark fantasy, wicked witches, and cozy mysteries [1] - The industry anticipates increased viewership as colder weather encourages indoor entertainment [1]

Group 1 - AMC Networks has extended the contract of Chief Content Officer Dan McDermott through the end of 2028, with a base salary of $1.625 million per year and additional cash grants and equity awards expected to be around $1.6 million annually [1] - AMC Networks is facing challenges due to cord cutting and declining viewership and advertising on traditional linear TV, prompting a shift towards streaming with a total of 10.4 million subscribers across niche properties like Shudder, AMC+, and AcornTV [2] - Streaming is anticipated to surpass linear TV in annual revenue, although the economic models for streaming are still being developed [2] Group 2 - McDermott has been instrumental in developing popular franchises such as the Anne Rice and Walking Dead universes, as well as the anthology mystery Dark Winds [3] - AMC Studios has also produced content for third parties, including the show Silo for Apple TV [3] - Prior to AMC Networks, McDermott held significant roles in various production companies, including Lionsgate-BBC Studios and DreamWorks, where he oversaw notable shows like Spin City and Band of Brothers [4]

Joining me now is Jim Stewart, columnist at the New York Times and a CNBC contributor. Jim, it's good to see you today. >> Yeah, nice to see you.>> Who's the front runner. >> Well, I have to say it's it's Paramount Sky Dance, you know, by a fairly long length at this point. They clearly had the most compelling argument.You know, I think we have to keep in mind with streaming, it's all about scale. You want as many subscribers as you can get because the marginal cost of a new subscriber is basically zero. So ...