Sources tell CNBC uh that Paramount Sky Dance is working with an investment bank to prepare an allcash takeover bid for Warner Brothers Discovery. Joining us now, Pucks Matt Bellan. Was I overstating it, Matt, that not only um are we in business news, but we're part of the media.So suddenly something like this is just so interesting because it it combines everything interesting. Can I ask you a question though. Why not wait if you are the Ellison's to buy what you want.And I figure that's the streaming stuf ...

Media Landscape & Strategic Partnerships - PLL inked a fresh 5-year broadcast deal with ESPN, with ESPN becoming a minority owner [1] - Potential media deal in the works, considering assets from Warner Brothers, Paramount, and Sky Dance [2] - Media conglomerates are positioning themselves in the tech awakening [3] - Connected TV is in 88% of homes, totaling 117 million homes, leading to a shift in viewership [11] - Streaming viewership eclipsed broadcast and cable viewership combined in May 2025 [12] PLL Growth & Performance Metrics - Pro sports is an amazing asset class with enterprise value moving from media to partnerships to live events [6] - Viewership across linear platforms is up significantly [13] - ABC broadcast viewership is up 55% [13] - ESPN viewership is up 81% [13] - All-Star game viewership is up 115% year-over-year [13] - Ticket sales are up 11% [13] - Sponsorship is up 20% [14] - Merchandise sales are up 10% [14]

Five questions for media mogul John Malone on Formula One, the future of streaming and being compared to Darth Vader https://t.co/5buyyqPLOt ...

On today’s Big Take Podcast @davidgura sits down with “Cable Cowboy”-turned-media mogul John Malone. They discuss how he approaches investment in the digital era and his thoughts on the rise of streaming, a proposed Warner Bros spinoff and more. https://t.co/U5XIQVPQFu ...

Summary of Magnite (MGNI) 2025 Conference Call Company Overview - **Company**: Magnite (MGNI) - **Industry**: Digital Advertising, specifically focusing on Supply-Side Platform (SSP) and Connected TV (CTV) advertising Key Points and Arguments Evolution of Business Model - Magnite has transitioned from a traditional SSP platform to a more comprehensive solution, focusing on streaming opportunities and CTV [4][5] - The company has made strategic acquisitions (Telaria, SpotX, SpringServe) to enhance its capabilities in the streaming space [4] Client Segmentation and Growth - There is significant overlap between CTV and DV+ clients, with major players like Disney and Paramount utilizing both services [7][8] - The company has positioned itself as a preferred programmatic partner for top streaming services, which has driven growth [11] Growth Drivers - Account wins and partnerships with major streaming platforms are key growth drivers [11] - The expansion of programmatic advertising and the entry of small to medium-sized businesses into the market are expected to increase demand [12] - International expansion is also a focus, with a current mix of 75% U.S. and 25% international, but international growth is outpacing U.S. growth [14] Partnerships with Major Players - Relationships with Netflix and Amazon are highlighted as significant, with Netflix potentially becoming one of Magnite's largest clients [24][28] - Amazon is not only a publisher but also a demand-side platform (DSP), and their partnership is multifaceted, involving both CTV and inventory monetization [29][30] Agency Partnerships - Agencies are increasingly building their own exchanges and leveraging Magnite's technology to curate better deals for clients [37][39] - This shift is seen as a way for agencies to regain control over media planning and pricing [36] Competitive Landscape - The company views the ongoing legal challenges faced by Google as a potential opportunity for market share gain, with a significant disparity in market share (60% for Google vs. 6% for Magnite) [45][46] - Any shift in market share could result in substantial revenue increases for Magnite [47] Impact of GenAI and Search Engines - The rise of GenAI and changes in search engine behavior are expected to impact traffic to publishers, but Magnite believes its diverse portfolio will mitigate risks [54][56] - The company is developing AI tools to enhance audience targeting and efficiency in ad buying [58] M&A Strategy - Future M&A activities will focus on enhancing product offerings without increasing debt, leveraging cash flow for acquisitions [63][64] Financial Outlook - Magnite is positioned as a highly leveraged business, with expectations of margin expansion as ad spend increases without proportional increases in costs [65][66] Additional Important Insights - The company is optimistic about its ability to adapt to changes in the advertising landscape, including the potential for new revenue streams from search engines [55] - The focus on building a robust technology infrastructure and partnerships is seen as critical for future growth [18][19] This summary encapsulates the key insights from the conference call, highlighting Magnite's strategic direction, growth opportunities, and competitive positioning in the digital advertising industry.

RT charco (offchain arc) (@charcoonchain)im in the arena, trying things. you’re anonymous and scared of your own shadow.might start streaming so y’all can watch me blow up real time ...

John Malone, the billionaire media executive who helped engineer the merger of Warner and Discovery, said institutional investors will embrace a standalone studio and streaming business when it’s separated from the company’s cable TV channels https://t.co/cRaFAZzK1Y ...

Welcome back to the exchange. We're a little more than five hours away from the return of NFL football. And while Americans are already cheering, the league is hoping to also grow its international fan base.Julia Boyston joins me now with that story. Hi Julia. Hey Morgan.This is a landmark season for the NFL as its big push into streaming is also its gateway to global expansion. Tomorrow there's a Chiefs and Chargers game in Brazil and it will stream exclusively and for free on YouTube. So this is a notable ...

IMAX Corporation Conference Summary Industry Overview - The theatrical exhibition industry, particularly in North America, is facing challenges, with a reported 14% decline in box office revenue for North American exhibitors quarter to date [2] - IMAX, however, is experiencing a record year, projecting $1.2 billion in box office revenue, with a quarter-to-date revenue of approximately $270 million, up 40% from the previous year [1][2] Key Points and Arguments IMAX's Unique Positioning - IMAX has successfully pivoted to a global content strategy, with one-third of its box office revenue coming from foreign language films [2] - The company is focusing on premium experiences, which are in high demand post-pandemic, leading to a 40% increase in market share compared to pre-pandemic levels [8] - IMAX's Filmed For IMAX program is gaining traction, with 11 films already committed for 2026, indicating strong demand from filmmakers [9][11] Box Office Performance - IMAX's share of the domestic box office for blockbuster films has increased from 10% to 15% this year [13] - The company has successfully managed scheduling conflicts between studios, ensuring optimal release dates for films [14] Local Language Content Growth - Local language films have grown from approximately 10% of IMAX's box office pre-pandemic to around 33% in 2023, with expectations to reach 40% in the coming years [36][39] Streaming and Theatrical Dynamics - The competition for blockbuster slots has intensified with the entry of streaming services like Apple and Amazon into theatrical releases [19] - IMAX is adopting a pragmatic approach to the hybrid model of streaming and theatrical releases, collaborating with streaming platforms to enhance box office performance [20][23] Market Expansion Opportunities - IMAX is about 50% penetrated in its total addressable market, with significant growth potential in underpenetrated regions like Western Europe and the Middle East [30][32] - The company has seen rapid growth in Japan and Australia, with new theater signings and increased box office performance [31] Capital Allocation Strategy - IMAX employs two models for theaters: equipment sales and joint ventures, with a preference for joint ventures in high-revenue markets like Japan [40][41] Content Diversification - IMAX is exploring diverse content types, including concerts and live events, which have proven successful in attracting new audiences [47][48] AI Integration - IMAX is leveraging AI to enhance business operations, improve programming decisions, and monitor theater performance in real-time [51][52] Other Important Insights - The company is optimistic about upcoming films, particularly "Odyssey," which is the first film shot entirely with IMAX cameras, and anticipates strong performance from "Avatar" and the new Star Wars film [56][57] - Despite a strong second quarter, IMAX's stock experienced a decline due to market perceptions focused on North American exhibitors, highlighting a disconnect between IMAX's performance and investor sentiment [37][38] This summary encapsulates the key insights from the IMAX conference, highlighting the company's strategic positioning, growth opportunities, and market dynamics.

Streaming Platform Analysis - The document discusses potential earnings on Pumpfun for streamers ranked in the top 75 on @notthreadguy's tier list [1] Content Creator Economy - The analysis focuses on income generation within the streaming and content creation industry [1]