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Warner Bros. Discovery grapples with revenue declines, $40B debt, and streaming growth obstacles 28 FEB 2025

Markets

Warner Bros. Discovery grapples with revenue declines, $40B debt, and streaming growth obstacles

HBO drives 31.4% of Max’s subscriber revenue despite limited content share. Streaming scale lags behind Netflix and Disney+, raising merger speculation. Industry eyes potential WBD-NBCUniversal consolidation amid strategic uncertainty.
SVOD services have significantly grown their sports programming in the last quarter 28 FEB 2025

Trends

SVOD services have significantly grown their sports programming in the last quarter

Major providers collectively increased sports programs by more than 72% in the recent quarter. Four of the five SVOD services tracked have bolstered their sports programming, led by Disney+ and Netflix, with increases of 471% and nearly 100%, respectively.
USA: "Bluey" dominates streaming preschool consumption 17 FEB 2025

Kids & Animation

USA: "Bluey" dominates streaming preschool consumption

Bluey leads U.S. streaming on YouTube and Disney+, surpassing competitors with billions of views.
Imagen ¿Cómo recibirán los consumidores la llegada de Disney+? 30 JAN 2025

Deals

Disney+ signed investment deal in France in return for reduced media window

In return for these investments, Disney+ will gain access to newly released films just nine months after their theatrical debut—an improvement from the previous 17-month waiting period.
Disney, Fox and Warner scrap plans to launch Venu Sports 10 JAN 2025

Streaming

Disney, Fox and Warner scrap plans to launch Venu Sports

The sports-dedicated streaming platform’s launch was temporarily blocked by Fubo TV’s request.