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Wells Fargo Urges Disney to Quit Streaming, Says Move Could Lift Shares About 40%

The broker argues licensing could generate more than $15 billion a year and shift Disney’s focus back to franchises and its Experiences business.

Warner Bros. Discovery Reports $2.9 Billion Q1 Loss as One-Time Merger Costs Hit Results

Paramount Skydance Tops Q1 on Streaming Gains as It Flags Weaker Q2

Starz Cuts 7% of Workforce in Post-Spinoff Restructuring

Netflix Drops Warner Bros. Bid as Paramount Skydance's $31-a-Share Offer Takes Lead

DOJ Widens Netflix–Warner Review to Probe Alleged Exclusionary Conduct

Netflix Logs $1.5 Billion in 2025 Ad Sales, Projects a 2026 Doubling

SEC Filing on Netflix–WBD Deal Points to AEW Staying With Discovery Through 2027/28

Lionsgate Sells Lionsgate Play in South and Southeast Asia to Rohit Jain

Disney Sets $24 Billion FY26 Content Budget, Evenly Split Between Sports and Entertainment

Super Micro Starts Shipping Nvidia Blackwell Ultra Systems as Shares Rebound

Disney Names Netflix Veteran Tony Zameczkowski to Lead APAC Streaming Push

Starz Posts Q2 Loss and Steep Subscriber Declines After Revenue Shortfall

Warner Bros. Discovery Finalizes Post-Spin-Off Contracts for Perrette and Campbell

Warner Bros. Discovery to Separate Streaming and Networks Units by Mid-2026

Disney to Pay $438.7 Million for Comcast’s Remaining Hulu Stake

Starz Records Revenue Drop and Subscriber Surge in Its First Quarter Post-Lionsgate Split

Disney Sues YouTube Over Hiring of Former Executive Justin Connolly