Podcast Episodes
Back to SearchEpisode 112: David Ellison Goes to the New York Times
Episode 112
David Ellison published a New York Times op-ed on the morning of Paramount's Q2 earnings call, arguing that the DOJ's antitrust challenge to his Warn…
2 months ago
Episode 111: Disney Consumer Products Moves Under Studios
Episode 111
Disney is moving its Consumer Products division — the world's largest licensor with $63 billion in retail sales in 2025 — from the Experiences segmen…
2 months ago
Episode 110: Warner Bros. Racing the Clock on Barbie 2
Episode 110
Warner Bros. is scrambling to close a Barbie sequel deal before a December deadline — after which sequel rights revert to Mattel. Three years removed…
2 months ago
Episode 109: Universal Music Shares Plunge 25% on Streaming Fears
Episode 109
Universal Music Group's shares fell 25% in a single trading session on fears that streaming growth is decelerating faster than the market had priced …
2 months ago
Episode 108: Disney Sells A+E Stake to Hearst in $1B+ Deal
Episode 108
Disney is selling its 50% stake in A+E Global Media — parent of A&E, History, and Lifetime — to co-owner Hearst Communications for north of $1 billio…
2 months ago
Episode 107: Ari Emanuel Goes to the Wall Street Journal
Episode 107
Ari Emanuel published a Wall Street Journal op-ed this week calling the 12-state antitrust lawsuit against the Paramount–Warner Bros. Discovery merge…
2 months ago
Episode 106: HFPA Sues PMC Over Golden Globes Acquisition
Episode 106
The Hollywood Foreign Press Association has filed a 113-page antitrust lawsuit in U.S. District Court in Los Angeles against Penske Media Group, CEO …
2 months, 1 week ago
Episode 105: Canal+ MultiChoice Deal Delivers $4.88B H1
Episode 105
Canal+ reported first-half revenues of €4.29 billion ($4.88B), up 40% year-over-year — but strip out the $2B MultiChoice acquisition and organic grow…
2 months, 1 week ago
Episode 104: The Odyssey Eyes $1B as Spider-Man Looms
Episode 104
Christopher Nolan's The Odyssey is on a historic box office run — dropping just 30% in its second weekend to reach $639 million worldwide, placing it…
2 months, 1 week ago
Episode 103: Providence Equity Buys Out The Team (fka Wasserman)
Episode 103
Providence Equity Partners is finalizing a buyout of the remaining stake in The Team — the sports and talent agency formerly known as Wasserman — tak…
2 months, 1 week ago