Earnings intelligence covering the streaming wars, SVOD and AVOD dynamics, FAST ecosystem growth, and the accelerating decline of linear TV. Companies tracked include Netflix, Disney, Comcast, Warner Bros. Discovery, Paramount, Roku, Amazon, Fox, and Versant. Each brief distills quarterly filings into three market synthesis points, a near-term catalyst, and a macro trend watch.
Entertainment Earnings
Dive into YouTube's Q4 2025 SEC filings within Alphabet's earnings. While ad growth slowed against post-election comparables to $11.38 billion, massive gains in YouTube Premium and AI creator tools pushed total annual revenue past $60 billion. Explore the 3-year historical trends.
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 rigorous financial analysis of Sony Group's Q3 FY25 earnings. We unpack the Pictures segment's sub-unit revenue, Crunchyroll's 10% growth to $775M, and how Sony's pure-play "arms dealer" strategy shields its consolidated $201M operating income from the streaming wars.
![Fremantle [RTL Group] Earnings Analysis (FY 2025)](https://storage.ghost.io/c/61/ae/61aea785-b063-49f6-8399-6c21ea00ff18/content/images/size/w600/2026/04/Video---Streaming---Fading-Variant-2.jpg)
Entertainment Earnings
Dive into financial analysis of Fremantle's FY 2025 earnings. We unpack the studio's 9.4% revenue decline to $2.20 billion, the strict cost controls driving its $189 million Adjusted EBITA, and the major $102.6 million write-down signaling its strategic exit from fully financed feature films.
Entertainment Earnings
Dive into a strategic financial analysis of Banijay Group's FY 2025 earnings. We unpack the company's $5.27B in revenue, the massive margin expansion driving its $1.04B Adjusted EBITDA, and the horizontal M&A consolidation reshaping the global content and gaming markets.
Entertainment Earnings
Dive into a rigorous financial analysis of Roku's Q4 2025 earnings. We unpack the company's 16.1% revenue growth to $1.39B, the dominance of its high-margin Platform segment reaching $1.22B, and the strategic cost controls driving a 119% surge in Adjusted EBITDA amid a recovering ad market.
Entertainment Earnings
Read our rigorous financial analysis of Paramount Skydance's Q4 2025 earnings. We unpack the 10% streaming growth to $2.2 billion, the aggressive cost controls driving $1.1 billion in TV Media operating profit, and the Skydance merger's impact on the Filmed Entertainment division's turnaround.
Entertainment Earnings
Dive into a rigorous financial analysis of Netflix's Q4 2025 earnings. We unpack the company's 17.6% revenue growth to $12.05 billion, the massive scale of its 327.5 million paid memberships, and the expanding operating margins driven by its lucrative advertising pivot.
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
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.
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.