Earnings intelligence tracking the accelerating collapse of the traditional pay-TV bundle, retransmission fee battles, and the MVPD subscriber exodus. Companies tracked include Charter, EchoStar, Altice, Fubo, AMC Networks, Versant, Fox, Nexstar, TEGNA, Sinclair, Scripps, and Gray Television. Each brief distills quarterly filings into three market synthesis points, a near-term catalyst, and a macro trend watch.
Entertainment Earnings
Read our financial analysis of Sinclair's Q4 2025 earnings. We unpack the cyclical revenue decline to $836M, the impressive 14% growth in core advertising, the strategic debt refinancing pushing maturities to 2029, and the upcoming catalyst for Sinclair Ventures.
Entertainment Earnings
Read our financial analysis of TEGNA's Q4 2025 earnings. We unpack the cyclical revenue normalization to $706.1M, the contraction of Adjusted EBITDA to $161.1M due to political ad vacuums, and the massive federal antitrust battle suddenly halting its $6.2B acquisition by Nexstar Media Group.
Entertainment Earnings
Read our financial analysis of Nexstar's Q4 2025 earnings. We unpack the cyclical revenue normalization to $1.29B following the election year, the strategic shift to live sports driving The CW's turnaround, robust distribution pricing power, and the massive proposed $6.2B TEGNA acquisition.
Entertainment Earnings
Read our financial analysis of Gray Media's Q4 2025 earnings. We unpack the cyclical revenue drop to $792M, the ascendant 3% growth in core local advertising, expanding net retransmission margins, and the strategic debt refinancing pushing maturities past 2028.
Entertainment Earnings
Read our financial analysis of the combined Fubo and Hulu Live TV Q1 2026 earnings. We unpack the Disney merger's impact, tracking the $1.68B in pro forma revenue, a massive 6.2M subscriber base, and the shift to positive Adjusted EBITDA.
Entertainment Earnings
Read our rigorous financial analysis of EchoStar's Q4 2025 earnings. We unpack the top-line decline to $3.80B, the strategic moderation of Pay-TV subscriber churn, and the aggressive cost controls driving massive OIBDA margin expansion amid the pivotal shift toward 5G spectrum monetization.
Entertainment Earnings
Dive into a rigorous financial analysis of E.W. Scripps' Q4 2025 earnings. We unpack the top-line 23% cyclical drop to $560M following the political ad year, the resilient 12% growth in core local advertising fueled by live sports, and the ongoing structural pressures on the Scripps Networks unit.
Entertainment Earnings
Read our analysis of Warner Bros. Discovery's Q4 2025 earnings. We unpack the historic $4.4B annual box office, the DTC streaming segment's profitable growth to $2.79B, robust free cash flow generation, and the severe linear advertising headwinds approaching from the loss of NBA rights.
Entertainment Earnings
Dive into a rigorous financial analysis of Disney's Q1 FY26 earnings. We unpack the Entertainment DTC segment's surge to $6.85B, the $450M in streaming operating profit offsetting linear TV decay, and the strategic quality-over-volume shift driving a 15% theatrical box office recovery.
Entertainment Earnings
Dive into a strategic financial analysis of Fox Corporation's Q2 FY26 earnings. We unpack the company's 2% revenue growth to $5.18 billion, the high-margin resilience of its Cable network affiliate fees, and Tubi's consecutive quarters of EBITDA profitability amid rising NFL broadcast costs.
Entertainment Earnings
Versant's inaugural Q4 2025 update proved the spin-off's core thesis: it is a highly lucrative cash cow. Unburdened by streaming losses, VSNT generated $425M in free cash flow, supported by resilient live news affiliate fees and 8% growth in its Fandango-led digital ticketing segment.
Entertainment Earnings
NBCUniversal's Q4 2025 earnings highlight a deep transition. Peacock surged to 44M subscribers via the NBA, while Epic Universe drove Theme Parks past $1B in quarterly EBITDA. Meanwhile, a $122M Media loss triggered the historic Versant spin-off to insulate NBCU's future margins.