Former Amazon Studios FAST exec, former Variety VIP+ senior analyst.
Entertainment Earnings
Altice USA faced steep headwinds in Q4 2025, shedding 62,000 broadband users amid intense fixed-wireless competition. However, a massive 300% surge in free cash flow and explosive enterprise AI fiber growth from Lightpath offer a lifeline as the operator navigates its $25B debt load.
Entertainment Earnings
AMC Networks reached a critical inflection point in Q4 2025 as streaming officially eclipsed linear TV as its top domestic revenue source. Despite structural ad declines, AMCX's 14% streaming growth and robust cash flow generation signal a stabilizing financial turnaround.
Entertainment Earnings
Reddit's Q4 2025 earnings shattered expectations, driven by a 70% surge in revenue and a massive leap to 121.4M daily active users. Supported by algorithmic search tailwinds and high-margin data licensing, RDDT is transitioning from a high-growth social platform to a cash-flowing powerhouse.
Entertainment Earnings
Universal Music Group’s Q4 2025 results underscore the sheer pricing power of premium audio. Bolstered by subscription hikes across major DSPs and a massive resurgence in physical vinyl sales, UMG drove quarterly revenue to $4.19 billion while executing structural cost cuts to protect its margins.
Entertainment Earnings
Epic Games’ FY 2025 Year in Review highlights a relentless push for PC mindshare. By leveraging aggressive free-game loss-leading and a disruptive 100% revenue-share model for developers, Epic drove 78 million MAUs to its storefront, further consolidating its massive cross-platform digital economy.
Entertainment Earnings
While the broader gaming market stagnates, Roblox’s Q4 2025 results reveal a staggering 69% DAU growth to 144 million and $2.22 billion in bookings. Driven by algorithmic discovery and a rapidly maturing over-18 demographic, Roblox is defying industry gravity and redefining immersive entertainment.
Chart of the Week
The US FAST grid has bloated to 1,604 active channels. Unscripted TV dominates with 550 feeds, while single-IP channels increasingly contribute to EPG clutter. Explore our interactive Chart of the Month to uncover exact genre saturation and preview the new Advertiser Attractiveness score.
FASTMaster on FAST
FAST ad-fill rates are no longer a mystery. My audit of five major platforms reveals a highly functional marketplace (84%+ fill), but massive divergence in monetization strategy. While Pluto and Roku achieved flawless 100% fill, Prime Video suffered high pod failure with a dismal 33% rate.
Media Strategy
Gen Z doesn't have a fried attention span; their brains simply demand multi-layered sensory stimulation. From Sludge Content and Lore Dumps to Reacts and Fancams, discover the six hyper-kinetic video formats dominating youth watch time and learn how legacy media can weaponize them to win back CTV.
Media Strategy
The 30-second trailer is dead. Audiences don't want to watch your commercial; they want to play it. Summer Walker's "No Wac-Man" web game proves gamification is the future of entertainment marketing. It captures first-party data and kills ad-skipping. Here is the playbook to build your own.
Media Strategy
The Paramount-WBD and TikTok integration kills the traditional marketing playbook. To win Gen Z, studios must stop buying trailers and start weaponizing their 15,000-title vault through Sludge, Lore, and React formats. Here is the $100M blueprint for cultural immortality.
Media Strategy
In 2020, I mapped the Viewniverse and warned that porting linear habits to streaming would fail. Six years later, the data proves it: premium FAST is a reality, ad-free utopias are dead, and broadcast is just a funnel. Here is the scorecard, and the survival playbook for Bundle 2.0 in 2026.