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Upcoming Events

1. Jan 30•Digital TV Europe: Charter Leverages Video to Stabilize Broadband; Stock Pops

   Charter Communications reported a rare quarterly gain of 44,000 video subscribers and narrower broadband losses, driven by lower churn, new pricing and packaging, use of the Xumo Stream Box, and bundling of programmer streaming apps at no added cost. The company continues to invest heavily in its HFC network to enable symmetrical multi-gig service, expand Spectrum Mobile via a new T-Mobile MVNO deal, and deploy CBRS offload, while signaling that capex will peak in 2025 and then decline. Charter’s mixed but improving metrics and strategy to use video as a tool to support broadband helped lift its stock nearly 12%.

2. Jan 26•Verve (VER): Verve Q4 revenue rose 9.9% as margins expanded

   Verve Group SE released preliminary Q4 2025 financial results, reporting a 9.9 percent like-for-like revenue increase to EUR 193.8 million and stable adjusted EBITDA at EUR 48.3 million. The company attributes its strong operational performance and gross margin expansion to the successful completion of platform unification and improvements in its AI-driven technology stack. Verve also provided financial guidance for 2026, anticipating revenues between EUR 680-730 million and adjusted EBITDA of EUR 145-175 million.

3. Jan 14•Semafor: Netflix and Paramount press regulators on Warner Bros. bid

   Netflix and Paramount executives met separately with European Commission officials to discuss antitrust approvals for their bids for Warner Bros. Discovery. Regulators expressed concerns about Netflix's potential scale post-merger in the EU but were generally receptive. Paramount received a "second request" from US regulators, while Netflix may raise its offer to an all-cash bid.

4. Jan 6•Axios: Meta taps Mahoney for legal overhaul under Zuckerberg

   Meta has appointed C.J. Mahoney, formerly a senior legal executive at Microsoft and deputy U.S. trade representative, as its new chief legal officer, replacing Jennifer Newstead. Mahoney will oversee Meta's global legal strategy, focusing on issues such as data privacy, security, and online safety for teens.

5. Sep 11•BCG Global: In Europe, algorithms replaced the channel lineup—now broadcasters must merge

   BCG reports that in a survey of 3,500 consumers across the UK, France, Germany, and Switzerland, streaming and social video platforms reach 97% of viewers and account for 64% of weekly viewing time, with Gen-Z spending far less time on linear TV and heavily using algorithm-driven discovery. The article argues European broadcasters face subscription saturation, rising competition for advertising, and pressure from global streamers and YouTube/social video, and outlines six strategic imperatives including cross-border partnerships/M&A, broader distribution (including on social platforms), hybrid monetization, GenAI adoption, and regulatory modernization.

6. Jan 6•Business Standard: Streaming becomes Pay TV 2.0—revenue crown flips in 2025

   Citing Omdia’s 2025 trends report, the article forecasts that global streaming video revenue will surpass pay-TV revenue in 2025 ($213B vs. $188B). It highlights a shift toward ad-supported tiers, sports, and bundling among major US streaming services, projecting 818M combined paid subscriptions for Netflix, Disney+, Paramount+, Prime Video, and Max, with ~30% on ad tiers. The report also notes India is expected to differ, with pay-TV forecast to remain the dominant revenue sector through the late 2020s while streaming partnerships and ad-driven models expand.

7. Aug 29•TVREV: Paramount weighs selling a dozen local stations for up to $1B

   Paramount Global is reportedly exploring the sale of up to a dozen of its independent major-market local TV stations, valued between $500 million and $1 billion. This potential divestiture highlights questions about the economic viability of local broadcasting and could lead to further media consolidation among companies already near FCC ownership caps.

8. Jun 11•AP News: TNT Sports wins 10-year U.S. French Open rights deal

   Warner Bros. Discovery's TNT Sports has secured a 10-year deal to broadcast the French Open in the United States, starting in 2025. This agreement is valued at an average of $65 million per year, a significant increase from the previous rights holder, NBC. The French Open coverage will be available on TNT, TBS, truTV, and stream exclusively on Max, along with additional content on Bleacher Report, House of Highlights, and HighlightHER.

9. Jun 6•OMB: OMB Partners with Abrans Group for 5G Broadcast Expansion

   OMB and Abrans Group have announced a partnership to advance 5G Broadcast technology for direct-to-mobile content delivery. This collaboration will leverage OMB's infrastructure in Spain and the USA. The objective is to expand wireless broadcasting services across markets in America, Africa, and Asia.

10. May 14•OMB: OMB, Cable AML, Comartel Form ABRANS Group for Wireless Broadcast Tech

    OMB, Cable AML, and Comartel have formed the ABRANS Group, a strategic consortium focused on wireless and broadcast engineering. This alliance will collaborate on research, development, and marketing of technologies for studio-to-transmitter links and broadband wireless products.

11. Feb 20•TheWrap: Disney moves Moana 2 from Disney+ to Thanksgiving theaters

    Disney announced that "Moana 2," initially planned as a Disney+ streaming series, will now be released theatrically. This decision reflects CEO Bob Iger's strategy to move content previously slated for streaming to cinemas, aiming to leverage the full revenue lifecycle of theatrical releases and capitalize on familiar intellectual property. The shift also follows similar moves by other studios and is intended to boost Disney's stock price and restore its standing in the animated film market.

12. Dec 20•The Hollywood Reporter: David Nevins exits Paramount Global after underestimating Yellowjackets

    David Nevins, the chief of Paramount Global, is departing the company in December. In an exit interview, he discussed lessons learned during his tenure, including an initial underestimation of the value of "Yellowjackets."

13. Nov 30•Deadline: Deluxe buys Post Haste Digital to expand dubbing services

    Deluxe has acquired Post Haste Digital, a media services provider specializing in English-language dubbing. This acquisition continues Deluxe's ongoing strategy of M&A deals.

14. Aug 1•Deadline: Deluxe buys CSC to expand German dubbing operations

    Deluxe Media, a tech services firm, acquired German dubbing studio CSC. This acquisition follows Deluxe's previous acquisition by Platinum Equity, indicating a strategy of global growth.

15. Jun 22•Deadline: Samantha Kim joins Deluxe to lead APAC localization expansion

    Deluxe appointed Samantha Kim, former Netflix Korea executive, to oversee its localization and mastering growth in the Asia-Pacific (APAC) region. Kim will be responsible for operations across Korea, Japan, Thailand, Philippines, Taiwan, and Malaysia. Her role focuses on expanding Deluxe's services in these key Asian markets.

16. May 17•Encoding.com: Telestream acquires Encoding.com to bridge on-prem and cloud VOD workflows

    Telestream has acquired cloud-native media processing platform Encoding.com for undisclosed financial terms. The acquisition integrates Encoding.com's cloud VOD encoding technologies with Telestream's file-based on-premise and hybrid systems, with Encoding.com's founders taking on leadership roles within Telestream.

17. Apr 15•Amazon News: Bezos says Amazon created $301 billion in 2020 value

    Jeff Bezos's final annual letter to shareholders as Amazon CEO reflects on the company's 2020 performance, highlighting financial metrics across various stakeholders including shareholders, employees, third-party sellers, and customers. It reported $21.3 billion in net income for 2020 and emphasized the value creation for its 200 million Prime members worldwide. The letter also outlined Amazon's commitments to becoming "Earth's Best Employer" and pursuing its Climate Pledge goals.

18. Jul 6•Vulture: Quibi’s $1.75B Bet Meets the Pause Button

    The article examines Quibi’s early post-launch performance and strategic challenges, including a rapid decline in App Store ranking, limited transparency on viewership, and concerns about conversion from 90-day free trials to paid subscribers. It details Quibi’s business model (mobile-only premium shortform video at $4.99 with ads / $7.99 without), heavy content spending and fundraising (~$1.75B), launch advertising commitments, and subsequent pivots such as adding TV casting and enabling screenshots. The piece also covers operational tensions, executive turnover, advertiser renegotiation pressure, and a lawsuit alleging Quibi’s Turnstyle technology was misappropriated.