Saturday, November 7, 2026
Comcast said on 22 October that it lost 144,000 domestic broadband customers in the third quarter, against 91,000 a year earlier, while Peacock made $261 million and theme-park earnings fell 17.1 per cent. Share repurchases are paused until the separation of NBCUniversal and Sky, which Comcast expects to complete by the middle of 2027.
Netflix told employees on Wednesday 14 October that it is cutting about 6 per cent of its staff, roughly 1,000 jobs, according to a company email seen by NBC News. The Wall Street Journal reported the cuts first. Netflix posts third-quarter results on Tuesday 20 October.
Paramount completed its acquisition of Warner Bros. Discovery on Tuesday, renaming the combined company Skydance and claiming more than 200 million streaming subscribers. It starts life with about $80 billion of debt after raising $52 billion in loans and bonds in a single week.
Two trade outlets reported this week that standalone streaming services are in decline in the United States and that the market is consolidating. Both stories trace to a single press release issued on 23 September by Parks Associates, a research firm in Plano, Texas. The number underneath is a count of apps — ten removed from the tracker in the second quarter, two added — and it says almost nothing about where Americans watched television.
Tubi finished Fox's fiscal year with 110 million monthly users, revenue above $1bn and positive EBITDA in all four quarters. It has roughly 375,000 titles and asks nobody to subscribe. The economics are the inverse of prestige streaming, and they are working.
Widow's Bay took six Emmys in its first season on Monday night, including outstanding comedy series. The Pitt won outstanding drama for the second year running. Jean Smart became the first woman to win an Emmy for every season of a show, and Matthew Rhys the first person to win two lead acting Emmys for different series in the same year.
The region accounted for 36 percent of first-run scripted commissions from major streaming platforms in the first half of this year, making it the largest single market for new drama. Amazon is doubling its Japanese originals spend. The commissioning decision has moved before the audience conversation has.
Regional sports networks were the last thing holding a large number of cable subscriptions together. As teams take distribution into their own hands, the arrangement underneath is coming apart.