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Paramount+ and HBO Max Merge Aims to Make a Netflix-Disney-Size Power Play
business1 month ago

Paramount+ and HBO Max Merge Aims to Make a Netflix-Disney-Size Power Play

Paramount Skydance’s plan to merge HBO Max with Paramount+ (including Discovery assets) would create a mega-streamer approaching 210 million subscribers worldwide, potentially rivaling Netflix and Disney+. The move hinges on solving overlap in audiences (about 7.6 million U.S. subscribers subscribe to both) and navigating leadership dynamics between HBO’s Casey Bloys and Paramount’s Cindy Holland, but if executed well it could give the combined platform a broader reach for IP like Mission Impossible, Top Gun, Yellowstone, and more.

via Page Six|
#business#hbo-max#merger
HBO Max Surges to 131.6M Subs as WBD Deal Drama Dominates Q4
business1 month ago

HBO Max Surges to 131.6M Subs as WBD Deal Drama Dominates Q4

HBO Max ended the year with 131.6 million subscribers and helped streaming revenue rise in Q4, while Warner Bros. Discovery posted a 6% drop in quarterly revenue to $9.46 billion and a 19% fall in adjusted EBITDA, amid NBA ad-headwinds and ongoing merger drama with Paramount and Netflix; streaming profitability improved, and the company pressed ahead with international expansion and a potential spin-off of Discovery Global.

via deadline.com|
#business#hbo-max#q4-2025
Peacock Surges to 44 Million Subs as Comcast Bets on a February Sports Push
business2 months ago

Peacock Surges to 44 Million Subs as Comcast Bets on a February Sports Push

Comcast’s NBCUniversal posted a mixed Q4 2025: revenue rose to $32.3B, but Peacock’s losses widened to about $552M due to the NBA rights deal; Peacock ended 2025 with 44M subscribers (up from 41M). Domestic TV revenue slipped, Epic Universe boosted parks revenue, and Versant was spun out to sharpen NBCU’s streaming/live-sports focus. With co-CEOs Roberts and Cavanagh, NBCU is betting on a “Legendary February” (Olympics, Super Bowl, NBA All-Star) to fuel growth in 2026, while wireless gains remain solid (1.5M net adds, 9M+ total lines) amid ongoing broadband losses.

via Deadline|
#business#comcast#nba
Peacock Posts $552M Loss as Subscribers Reach 44 Million
business2 months ago

Peacock Posts $552M Loss as Subscribers Reach 44 Million

NBCUniversal's Peacock posted a widened fourth‑quarter loss of $552 million while revenue rose to about $1.6 billion, and the service added paying subscribers to 44 million (up from 41 million in Q3 and 36 million a year ago); executives say Peacock is evolving into a sports‑heavy platform with a year‑round lineup, and they expect losses to improve in 2026.

via hollywoodreporter.com|
#business#comcast#nbcuniversal
Netflix surpasses 325 million subscribers as Warner Bros. deal advances
business2 months ago

Netflix surpasses 325 million subscribers as Warner Bros. deal advances

Netflix says it has 325 million paid subscribers (up from 300 million) and has amended its bid for Warner Bros. Discovery’s assets to an all-cash $27.75 per share, a deal needing antitrust approval and facing competition from Paramount’s bid. WBD backs Netflix’s offer as the market weighs whether streaming subscribers are the right metric for competition. Netflix also posted Q4 earnings of $0.56 per share on $12.05 billion revenue and guided to $0.76 per share on about $12.16 billion for Q1 2026, while outlining priorities like expanding ads, live events, and new content formats as it closes the Warner deal.

via Axios|
#antitrust#business#netflix
Spotify hikes Premium price to $12.99 ahead of February rollout
business2 months ago

Spotify hikes Premium price to $12.99 ahead of February rollout

Spotify will raise the U.S. Premium price to $12.99 from $11.99 starting February, with Estonia and Latvia also seeing increases; the last U.S. hike was July 2024. The move accompanies Spotify’s push into video and creator monetization, including a Netflix podcast partnership and expanded eligibility for its Spotify Partner Program, even as ad revenue remains weak. In its latest results, Spotify reported about 281 million paying subscribers and solid revenue growth, amid a leadership shift with Daniel Ek becoming executive chairman and Gustav Söderström and Alex Norström stepping in as co-CEOs.

via The Hollywood Reporter|
#business#premium#price-hike
business5 months ago

Peacock's Subscriber Count Stalls at 41 Million

Peacock has been stuck at around 41 million subscribers throughout 2025, with fluctuations in churn rate and challenges such as price hikes and loss of WWE programming. Despite efforts to expand through partnerships and exclusive sports content like NBA games, the streamer has yet to reach 42 million subscribers or turn a profit, but it remains a key player in NBCUniversal's streaming strategy.

via The Hollywood Reporter|
#business#growth#nbcuniversal
business5 months ago

Peacock Reports $217 Million Loss Despite Stable Subscriber Count

Peacock, Comcast's streaming service, reported a narrowed third-quarter loss of $217 million with stable subscriber numbers at 41 million, despite a slight revenue decline to $1.4 billion. The company's overall financials showed mixed results across different segments, with growth in theme parks and content licensing offset by losses in other areas. Comcast continues to invest in content and theme park expansion while managing costs and preparing for a corporate separation.

via The Hollywood Reporter|
#business#comcast#loss
business8 months ago

Disney's Q3 Earnings Rise on Streaming and Parks, Despite Stock Dip

Disney reported a strong quarter with a 6% increase in streaming revenue and a profit of $346 million, driven by higher sales at domestic parks and growth in Disney+ and Hulu subscribers, totaling 183 million. The company exceeded Wall Street expectations, with revenue reaching $23.7 billion and an adjusted EPS of $1.61. Despite challenges in linear TV, Disney is optimistic about future growth, including new streaming services and international expansion.

via Variety|
#business#disneyplus#earnings