Streaming Market Watch

Netflix will host 3- to 20-minute videos from publishers including BuzzFeed, Condé Nast and Tastemade on its homepage starting Aug. 3, directly...

Pricing and Plan Changes

• 🔥 Prime Video Officially Says Goodbye to One of It's Most Popular Streaming Plans: Prime Video has retired its Ad Free...

Disney's $50M partial settlement in an antitrust suit over alleged price inflation on Hulu + Live TV after its 2019 acquisition reveals how content...

Netflix stock has fallen 42% amid slowing growth expectations, yet it now trades at 28x free cash flow after generating $12.5B FCF guidance. The...

Prime Video has quietly phased out its Ad Free plan, automatically moving subscribers to the new Ultra tier that adds 4K UHD, Dolby Atmos, 100...

Sky's £1.6 billion ITV takeover will launch an integrated UK streaming service targeting over 16 million viewers and directly challenging Netflix, Prime Video and Disney+. This marks a major consolidation step in British TV.

Content Distribution Deals

• 🔥 MobLand on Netflix: Paramount+ crime series MobLand starring Tom Hardy, Pierce Brosnan, and Helen Mirren is now...

Netflix's deal to stream Paramount+ titles like MobLand internationally highlights its strategy of licensing star-driven British crime thrillers,...

Netflix's ad tier is accelerating, driving 60% of new signups and projected to double revenue to $3 billion in 2026.

• The stock trades at a trailing...

Two reports examine Netflix's strategic moves against its 21% YTD stock drop.

• Fool emphasis: Highlights password crackdown, ad tier, and TF1...

HBO Max Library Shifts

• Samurai Jack Removed: HBO Max has removed all five seasons of Samurai Jack from its U.S. catalog, with the series now only...

The viral horror hit Backrooms from A24, directed by 21-year-old Kane Parsons, became the youngest filmmaker ever to reach #1 at the North American box office while grossing $330 million on a $10 million budget.

Netflix's asset-light model delivered $5.09 billion in free cash flow on just $196 million capex, while Disney spent $1.97 billion in capex despite...

Content Availability Updates

• HBO Max Library Change: HBO Max has removed all five seasons of Samurai Jack from its U.S. streaming catalog, with...

HBO Max quietly dropped Samurai Jack from its U.S. lineup after acquiring all five seasons in 2020, sending viewers to Adult Swim’s ad-supported site....

Netflix's AI ad tie-up with Omnicom delivers personalized, show-integrated campaigns and first-party measurement, directly strengthening the ad-tech...

Netflix reports Q2 earnings July 16 with $12.57B revenue expected (+13.5% YoY) and 32.6% operating margin.

• Ad tier hits 250M+ MAUs with >50% of new...

Disney's $50 million settlement addresses allegations that its carriage deals forced ESPN bundling, limiting cheaper live TV options and contributing...

Song of the Samurai is gaining traction on HBO Max as a potential Shōgun successor, charting in the Top 10 across Asian markets like Thailand (#2)...

Peacock faces a true make-or-break test after Comcast spins off NBCUniversal, stripping away the $123B conglomerate safety net. Now standing alone...