Five Long-Term Strategic Questions for Disney's Fiscal Q2 2026 Earnings
Disney is refreshing its approach to earnings calls by seeking analysts’ long-term strategic questions for management to address on its upcoming earnings call $DIS
⚡️ Snapchat Growth Hacking Raises Concerns on DAUs/Engagement ⚡️ $SNAP
Ever since becoming a public company, Evan Spiegel, Snap’s Co-Founder, has been critical of growth hacking...
NFL to Critics: YouTube Is Free TV. Deal With It.
Assuming today’s YouTube licensing of five games news is accurate, it clearly illustrates that the NFL is not terribly concerned by the FCC inquiry, what appears to be a narrow DoJ inquiry, and Congressional grandstanding...
⚡️ The Big Chill: How Judge Nunley’s Injunction Could Ice Broadcast M&A ⚡️ $NXST
Given the harshness of Nunley’s March 28th Temporary Restraining Order, we believe the most likely outcome will be a preliminary injunction barring Nexstar and Tegna from further integration...
⚡️ Clearing Up the Paramount Equity Syndication for WBD Confusion ⚡️ $PSKY $WBD
Concurrent with closing, Paramount will issue a 10-year warrant to all existing public PSKY Class B shareholders representing...
⚡️ Disney Brings Back Discounted Partial Day Tickets at Walt Disney World ⚡️
Earlier today, Disney announced “Walt Disney World Announces ‘After 2pm’ Summer Ticket Offer,” with discounted 2-day and 3-day tickets for entry after 2 pm... $DIS
Everyone Who Buys Warner Bros Regrets It, Why Does Paramount Believe it Can Succeed?
thanks for having me on the Decoder Pod @reckless.bsky.social
www.youtube.com/watch?v=QlhP...
Will Disney CEO Josh D'Amaro Do What Iger and Chapek Would Not? $DIS
We believe there are three bold moves that D’Amaro must make to reinvigorate Disney’s lackluster stock price performance over the past decade…
Game of Streams: David Ellison's Plan to Compete with Netflix called Paramount+HBO
Paramount wants to be more than a survivor in the streaming wars. It believes it can catapult itself into a daily use streaming platform that can compete head-on with Netflix... $PSKY $WBD
⚡️ Roku to Breakout Platform Revenue for the 1st Time Ever ⚡️
Investors have been asking @Roku to breakout the components of platform revenue for as long as we can remember. Earlier today, at an investor conference, $ROKU CFO, Dan Jedda, stated they would begin
Why is the @nfl, the Most Broadcast Friendly League, Under Attack by Broadcast TV Advocates?
"the overwhelming majority of NFL games ARE ON broadcast and, more importantly, EVERY single NFL game is available over-the-air in each team’s local market [for free]"
Can Paramount Grow $12 Billion of Combined EBITDA, Where Warner Bros. Discovery Failed?
Key to making the transaction math work is the expectation of at least $6 billion in synergies by the end of 2029, to reduce leverage from 6.5x at closing to 3x within three years of closing. $PSKY $WBD
FCC Chair Unfiltered: Protecting Local News, Sports on Broadcast TV and May Sue a Network
@BrendanCarrFCC did not hold back in a wide-ranging, must-watch conversation with @semaforben yesterday. The interview came shortly after Carr issued an FCC Public Notice seeking comments on how consumers...
⚡️ Would Netflix Be Attacking Paramount’s Backers if They Were About to Walk Away? ⚡️
Everyone is asking us: will @Netflix match if the @wbd Board determines @Paramount’s “revised proposal” from earlier today is a “Company Superior Proposal” compared to the current Netflix agreement?
⚡️ Paramount Is Now on the Clock: One Week ⚡️
Warner Bros. Discovery (with Netflix’s consent) is giving Paramount one week to come up with their best and final offer... $PSKY $WBD $NFLX
⚡️ $65 YouTube TV Sports Bundle Set to Accelerate Cord-Shaving ⚡️ $GOOGL
Over the last few months, investors have started to question whether multichannel video industry sub losses are starting to bottom out, particularly as...
🚨 The Battle for Warner Bros may have just ended $WBD $NFLX $PSKY
“I’ve been called by both sides,” Trump said. “It’s the two sides, but I’ve decided I shouldn’t be involved. The Justice Department will handle it.”
www.cnbc.com/2026/02/04/t...
Zuck's Reckoning: Can Meta Beat Google in AI and Bankrupt OpenAI? $META
Eight Questions for tonight's Q4 2025 Earnings Call
⚡️ SNAP: Finally Set to Breakout Major Investment in AR Hardware: Specs ⚡️ @snap @Snapchat
We have been begging Snap management to break out the financials of their Specs division for the past 18 months...
The real question for Paramount becomes is winning actually losing...Do they want to overpay and meaningfully over-lever Paramount to get there? We believe there are better ways for David Ellison and Paramount to win long-term
⚡️ Reactions to December 2025 Nielsen Gauge ⚡️
Linear TV, combining broadcast TV and cable TV, dropped to an all-time low of 41.6% in December 2025 vs. 46.2% last year with streaming TV hitting a new all-time high of 47.5%.
13 Questions for Netflix’s Q4 2025 Earnings Tonight
6 of questions relate to $NFLX's in-process $WBD acquisition
⚡️ Surprised Neither Disney nor Paramount Bid Aggressively for Sony Pay-1 Deal ⚡️
While Hollywood and certain members of Congress have feared that Netflix’s in-process acquisition of Warner Bros. would dampen their desire to buy from third-parties, Netflix’s aggressive bid...
The Reason Why Larry Ellison is Only Investing $12 Billion in Warner Bros. Discovery $PSKY $WBD $NFLX
@mattbelloni.bsky.social got the answers on The Town podcast
The 12 Juiciest Nuggets from Warner Bros. Discovery's 14D-9 Filing
While the document addresses many issues we have written about, there were a significant number of new “nuggets” of information that illustrate just how hard it will be for Paramount to win, even with a higher bid.
