OTT release date and platformAs per OTTplay report, Netflix has acquired the post-theatrical streaming rights of Tere Ishq Mein. The movie is expected to follow the standard eight-week theatrical window before arriving on OTT. Since the film was released in cinemas on November 28, 2025, its digital premiere will likely be in the last week of January 2026.Several reports point to January 23, 2026, as the tentative streaming date. While this date has been widely mentioned, the makers have not yet made an offi ...

昆鹰律师事务所的律师致函华纳兄弟探索集团，对华纳兄弟的资产出售流程的 "公平性与充分性" 表达 "严重关切"。律师所代理的客户 —— 派拉蒙 - 天舞影业董事长兼首席执行官大卫・埃里森，已为收购 华纳兄弟推进数月，此时却担心这笔交易即将落空。 华纳兄弟探索集团首席执行官大卫・扎斯拉夫及其顾问团队对此颇感意外。他们坚信自己推进的收购流 程公平公正。过去两个月里，扎斯拉夫与埃里森至少会面或通话六次。就在发函当天早些时候，派拉蒙 团队还曾示意将向华纳兄弟提交经修订的收购提案，然而最终送达的却是一份带有法律威胁意味的信 函。 数小时内，埃里森的核心团队便意识到此举铸成大错。据知情人士透露，部分团队成员甚至对发函一事 毫不知情。提交的文件显示，埃里森的顾问随即联系华纳兄弟方面，称该信函 "毫无益处"。次日清 晨，派拉蒙提交了其第六版修订报价，埃里森还就报价事宜向扎斯拉夫发送了短信。在未收到回复后， 埃里森又补发了一条短信。 短信中写道："请相信，尽管过去 24 小时风波不断，但我始终对您及贵公司满怀敬意与钦佩。能与您携 手合作，并成为这些标志性资产的所有者，将是我毕生的荣幸。" 而扎斯拉夫依旧未予回应。 此时一切都已为 ...

Core Points - "Chainsaw Man — The Movie: Reze Arc" is the first feature film adaptation of the popular Japanese manga series, directed by Tatsuya Yoshihara, and opened in North American theaters on a recent Friday after an international release in late September [2][3] - The film continues the story of Denji, a Devil Hunter who faces betrayal and death, only to be saved by his devil-dog Pochita, leading to his transformation into Chainsaw Man [3][4] - The movie is produced by Sony Pictures Entertainment and Crunchyroll, and it is expected to follow a similar release pattern as other films from the studio, likely arriving on Crunchyroll's streaming platform approximately four and a half to five months after its theatrical release [4][5] Streaming Timeline - Based on previous releases, "Chainsaw Man — The Movie: Reze Arc" is projected to begin streaming on Crunchyroll between March 10 and March 24, 2026 [6] Subscription Details - Crunchyroll offers three subscription tiers: - Fan Tier at $7.99 per month for access to the library - Mega-Fan Tier at $11.99 per month for streaming on up to four devices - Ultimate Fan Tier at $15.99 per month for streaming on up to six devices, offline viewing, and access to the Crunchyroll Game Vault [7][8]

Core Points - The legacy sequel of the classic slasher movie franchise "I Know What You Did Last Summer" is set to premiere on Netflix on October 16 [6][10] - The film features a new cast alongside returning characters played by Jennifer Love Hewitt and Freddie Prinze Jr., who reprise their roles from the original films [5][7] - The storyline revolves around five friends who cover up a deadly car accident, leading to a series of events where they are stalked by a killer seeking revenge [5][6] Film Release and Streaming Details - "I Know What You Did Last Summer" was released in theaters on July 18 and became available for digital streaming on August 26 [4][6] - Netflix offers various subscription packages for viewers, including an ad-based package for $7.99 per month and ad-free options ranging from $17.99 to $24.99 per month [6] Creative Involvement - Freddie Prinze Jr. and Jennifer Love Hewitt were actively involved in the creative process of the new film, contributing to script and scene structure [8][9] - The director, Jennifer Kaytin Robinson, encouraged collaboration and sought input from the original cast regarding their favorite horror movies to inform certain scenes [9][10]

Core Insights - "Karate Kid: Legends" is a new film featuring Ralph Macchio, Jackie Chan, and Ben Wang, which debuted on Netflix after a theatrical release [2][3] - The film follows the story of Li Fong, a kung fu prodigy who moves to New York City and faces challenges from a local karate champion while preparing for a major competition [3][4] - Directed by Jonathan Entwistle, the film also includes a notable cast with Joshua Jackson, Sadie Stanley, and Wyatt Oleff [4] Film Release and Streaming Details - "Karate Kid: Legends" premiered in theaters on May 30 and became available for digital streaming on Netflix on September 27 [3][5] - Netflix offers various subscription packages, including an ad-based option for $7.99 per month and ad-free options ranging from $17.99 to $24.99 per month [5] Cast Insights - Ben Wang expressed his excitement about starring alongside his childhood hero, Jackie Chan, highlighting the surreal experience of working with such a significant figure in action cinema [6][7] - Wang's character, Li Fong, required him to perform challenging fight moves, which he found both daunting and exhilarating [8][9]

Core Insights - The anime feature "Demon Slayer: Kimetsu no Yaiba Infinity Castle" has opened in theaters and is projected to be a major box office success, with international earnings reaching $316.2 million to date [3] - The film is expected to debut at No. 1 in North America, with ticket sales projected between $56 million from 3,315 theaters [3] - The film has received critical acclaim, holding a 97% "fresh" rating on Rotten Tomatoes and a 99% rating on the Popcornmeter based on over 2,500 user ratings [4] Streaming Release - The film is anticipated to follow the typical release pattern for Sony Pictures/Crunchyroll films, which is approximately four and a half to five months after theatrical release [5] - If this pattern holds, "Demon Slayer: Kimetsu no Yaiba Infinity Castle" could be available on Crunchyroll between January 29, 2026, and February 12, 2026 [6] Subscription Information - Crunchyroll offers three subscription tiers: - Fan tier at $7.99 per month, ad-free with access to the library [7] - Mega-Fan tier at $11.99 per month, ad-free, allowing streaming on up to four devices [7] - Ultimate Fan tier at $15.99 per month, ad-free, allowing streaming on up to six devices and offline viewing [8]

Group 1 - "Karate Kid: Legends" is set to stream on Netflix starting September 27, following its theatrical release on May 30 and digital release on July 8 [2][3]. - The film features a storyline about a kung fu prodigy, Li Fong, who moves to New York City and faces challenges from a local karate champion while being guided by Mr. Han and Daniel LaRusso [2][3]. - The film is rated PG-13 and includes a cast featuring Ralph Macchio, Jackie Chan, and Ben Wang, among others [7]. Group 2 - Netflix offers three streaming options: an ad-based package at $7.99 per month, an ad-free package at $17.99 per month, and a premium ad-free package at $24.99 per month for 4K Ultra HD [4]. - The "Karate Kid" franchise has a rich history, starting with the original film and its sequels, followed by a reboot in 2010 and the successful "Cobra Kai" series that ran for six seasons [5][6]. - Ben Wang, the new lead, received support from Ralph Macchio, who encouraged him to focus on his character without worrying about the franchise's legacy [6][7].

Financial Data and Key Metrics Changes - The company reported revenue of $11.1 million, a $2.1 million or 22% increase year-over-year, with a gross margin of 57% compared to 51% last year, significantly above guidance of 45% to 50% [14] - The net loss for the quarter was $3.5 million, with adjusted EBITDA of negative $2.1 million, compared to a net loss of $3.1 million and adjusted EBITDA of $1.4 million in the prior year quarter [14][15] - Cash and cash equivalents stood at $2 million as of June 30, 2025, with $8.9 million available on a $12.5 million working capital facility [15][16] Business Line Data and Key Metrics Changes - Streaming business delivered 4 billion total minutes viewed, up 38% year-over-year, and 20% sequentially, with total streaming viewers climbing to 214 million, up 24% [17][18] - Subscriber count grew to 1.4 million, an increase of 5% year-over-year and 1% over the prior quarter [18] - The advertising business saw a 57% year-over-year growth driven by new and returning advertisers, despite mixed performance in open market programmatic [19] Market Data and Key Metrics Changes - The company is entering the microseries market, projected to reach $10 billion by February 2027, with a joint venture for MicroCo aimed at becoming a first mover in this rapidly growing market [12][26] - The Cineverse channel has grown more than 4300% since January, indicating strong traction in the market [18] Company Strategy and Development Direction - The company is focusing on expanding its theatrical releasing business and building out its technology product, with significant investments in sales, legal, marketing, and technology [7][14] - The strategy includes leveraging unique assets in streaming, content, technology, and AI to create a competitive advantage in the microseries space [13][26] - The Motion Picture Group is building a strong slate of wide releases, targeting identifiable audiences and creating event viewing experiences [27][32] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in seeing strong returns from investments made in the current quarter, expecting improved top and bottom line results for the remainder of the fiscal year [7][14] - The company is optimistic about the upcoming releases, including "The Toxic Avenger" and "Air Bud Returns," which are expected to resonate well with audiences [10][11][28] - Management highlighted the importance of engaging with fans and delivering films they want to see, emphasizing a commitment to innovative approaches in distribution and marketing [31][32] Other Important Information - The company has no long-term debt and has reduced outstanding warrants to 700,000, positioning itself favorably for future growth [15][16] - The marketing campaign for "The Toxic Avenger" was noted as a significant success, receiving extensive media coverage and positive fan engagement [30] Q&A Session Summary Question: Why partner with Cineverse for MicroCo? - Management highlighted the unique collection of assets Cineverse has built, making it an attractive partner for entering the microseries market, which is expected to be a $10 billion business [36][41] Question: What is the investment strategy for MicroCo? - The company plans to bootstrap and fund the launch internally with potential for additional equity partners if needed, emphasizing the scalability of the business [45] Question: What progress has been made with MatchPoint technology? - Management reported significant inroads in bringing MatchPoint to market, with a tripled pipeline of potential deals and a focus on targeting larger studios for meaningful revenue [51][52] Question: How is the podcast revenue strategy evolving? - The company is shifting from programmatic sales to direct sales with a dedicated team, already seeing significant deals coming in, indicating a strong belief in future revenue growth from this segment [55][56]

Core Insights - Cineverse Corp. reported total revenue of $11.1 million for Q1 FY 2026, marking a 22% increase compared to the prior year quarter [1][4] - The direct operating margin improved to 57%, reflecting a 6% enhancement over the previous year [1] - The company experienced a net loss of $3.6 million, slightly higher than the net loss of $3.2 million in the prior year quarter [6] Financial Performance - Total revenue increased from $9.1 million in Q1 FY 2025 to $11.1 million in Q1 FY 2026, driven by growth in streaming, digital distribution, theatrical, and physical sales [4][8] - Streaming and digital revenues reached $9.1 million, an 18% improvement from $7.7 million in the prior year [8] - SG&A expenses rose by $2.4 million, or 36%, to $9.0 million, primarily due to increased compensation, marketing, and legal costs [5] Operational Developments - The company continues to expand its film slate, with upcoming releases including "The Toxic Avenger Unrated" and "Air Bud Returns" [2][14] - Total streaming viewers increased approximately 20% year-over-year to 209 million, with total minutes streamed up 38% to over 4.0 billion [13] - Cineverse's digital content library, valued at approximately $40 million, comprises over 71,000 titles [9] Financial Condition - As of June 30, 2025, the company had nearly $10.9 million in cash and access to a $12.5 million line of credit [3][9] - Working capital was reported at ($0.3) million, a decrease from $3.6 million in the prior year [9] - The company’s total assets were valued at $61.5 million, while total liabilities stood at $25.4 million [19][20]

Financial Data and Key Metrics Changes - In Q4 FY2025, the company generated total revenue of $15.6 million, a 58% increase from the prior year [8][22] - Net income for the quarter was $858,000, a $15.5 million increase year-over-year [8] - Adjusted EBITDA was $4 million, reflecting a 158% increase compared to the prior year quarter [8] - For the full fiscal year, total revenues increased by 59% to $78.2 million, with net income of $3.8 million and adjusted EBITDA of $13.9 million, a 216% increase over the previous year [9][24] Business Line Data and Key Metrics Changes - The streaming, digital, and podcast revenues were significant contributors to growth, particularly driven by the success of "Terrifier 3" [9] - The company has reorganized its technology business into a separate group to enhance focus and growth [10] - Podcast revenues increased by 57% over the prior year due to a diverse content slate and increased advertiser demand [27] Market Data and Key Metrics Changes - ScreenBlock's subscribers grew by 31% since the home premiere of "Terrifier 3" [26] - The company reported over 3.2 billion minutes streamed across its services, a 45% increase year-over-year [29] - The total subscriber count across the portfolio reached approximately 1.42 million, with a 4% year-over-year increase [29] Company Strategy and Development Direction - The company aims to build a high-growth, high-profit theatrical releasing business by following successful strategies used for "Terrifier" films [9] - A focus on expanding into family films, fantasy, and comedy genres is planned, alongside the current horror focus [53] - The technology division is set to leverage AI and proprietary technology to enhance operational efficiency and market positioning [39][50] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining or exceeding operating margin targets of 45% to 50% in future quarters [55] - The company is optimistic about the potential for significant revenue from its technology products, particularly MatchPoint [46] - Management highlighted the importance of adapting to the changing advertising environment and focusing on direct sales strategies [31] Other Important Information - The company has a working capital surplus of $3.6 million as of March 31, 2025, reflecting an improving financial position [23] - The upcoming film releases include "The Toxic Avenger," "Silent Night, Deadly Night," and "Return to Silent Hill," all with low investment thresholds [12][14] Q&A Session Summary Question: Future film releases and licensing opportunities - Management indicated plans to expand the film slate and engage in discussions regarding pay deals as more films are added [53] Question: Profitability and operating margins - Management confirmed confidence in maintaining strong operating margins, especially with successful film releases [55] Question: Pipeline opportunities for MatchPoint - The focus has shifted to larger media companies, with potential deal sizes starting at mid-seven figures [61][62] Question: Podcast monetization strategies - The company is seeing higher CPMs for podcasts compared to CTV, with a focus on larger brand advertisers [70]