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☆ Warner Bros. Discovery misses first-quarter estimates despite streaming growth
▼ + stars: | 2024-05-09 | by ( Lillian Rizzo | ) www.cnbc.com time to read: +4 min

In this article WBD Follow your favorite stocks CREATE FREE ACCOUNTIn this photo illustration, the Warner Bros. Here is how Warner Bros. Discovery performed, compared with estimates from analysts surveyed by LSEG: Loss per share: 40 cents vs. 24 cents loss expected40 cents vs. 24 cents loss expected Revenue: $9.96 billion vs. $10.231 billion expected Warner Bros. Warner Bros. While NBCUniversal holds the U.S. rights for the Olympics, airing the games on its TV networks and Peacock streaming service, Warner Bros.

Persons: Rafael Henrique, Discovery, —, Max, Hulu —, I've, David Zaslav, Zaslav, NBCUniversal, Discovery's Max Organizations: Warner Bros, Getty, Discovery, TNT, Justice League, Disney, Hulu, CNBC, Warner Bros . Discovery, Fox Corp, Sports, NBA, Olympics Locations: U.S, Paris, Europe

☆ Big M&A and Bob Iger's future: 13 media executives make their anonymous 2024 predictions
▼ + stars: | 2023-12-20 | by ( Alex Sherman | ) www.cnbc.com time to read: +14 min

Executive 2: Bob Iger will, again, extend his contract as Disney CEO Earlier this year, Disney CEO Bob Iger renewed his contract through 2026. This executive predicted "fool me five times, shame on me." This executive predicted Peltz and Rasulo will win their campaign and both join the board. This person predicted Disney would purchase privately held Candle Media to acquire Moonbug Entertainment, the owner of CoComelon. This executive predicted Yaccarino would either lose patience or find her job increasingly pointless and leave the company in 2024.

Persons: Andrew Ross Sorkin, Walt Disney Company Bob Iger, Michael M, David Zaslav, Slaven Vlasic, NBCUniversal, Brian Roberts, Roberts, Donna Langley, Bob Iger, Iger, Nelson Peltz, Jay Rasulo, Marco Bello, Peltz, Rasulo, Disney's, Dana Walden, Dana Walden Jason Laveris, Disney Entertainment Dana Walden, Walden, Bob Chapek, Andrew Wilson, Wilson, Chris Licht wouldn't, McCarthy, Andrew Wilson Michael Newberg, Kevin Mayer, Mayer, Bryan van der Beek, Tom Staggs, Staggs, Jayson Tatum, Kyle Terada, NBCUniversal's Peacock, Alec Martinez, Gray, Discovery's Max, Jeff Zucker, Lady Michelle Obama's, Michelle Obamas, Cheriss, Gerry Cardinale, Jeff Shell, RedBird, Shari Redstone's, David Ellison, Byron Trott, Zucker, Mark Thompson, Linda Yaccarino, X Linda Yaccarino, Vox, Jerod Harris, Yaccarino, CNBC's Julia Boorstin, Boorstin, Elon Musk's, Jason LaVeris, Barbie, Mario, Oppenheimer, LightShed's Greenfield Organizations: Walt Disney Company, New York Times, Santiago, Getty, Jazz, Lincoln Center, Warner Bros ., Comcast, Warner Bros, Discovery, Disney, Trian Fund Management, Future Investment Initiative, Summit, Bloomberg, Filmmagic, Disney Entertainment, Electronic Arts, CNBC, Candle Media, Iger, Media, Moonbug Entertainment, Apple Boston Celtics, Golden State Warriors, USA, National Basketball Association, NBA, Apple, The College, ESPN, College, NHL, MLB, Vegas Golden Knights, Florida Panthers, Mobile, National Hockey League, Diamond Sports Group, Scripps, Gray Television, Las Vegas Golden Knights, Arizona Coyotes, Phoenix Suns, Street Journal, Netflix, Hulu, Max, Paramount, RedBird, Paramount Global, CNN Worldwide, CNN, NurPhoto, BDT, The Ritz, Carlton, FilmMagic, Mario Bros Locations: New York City, Disney, Miami , Florida, Las Vegas , Nevada, Laguna Niguel, Dana Point , California

☆ NBA can shift the balance of power in media with its next rights deal
▼ + stars: | 2023-10-06 | by ( Alex Sherman | ) www.cnbc.com time to read: +10 min

Every media rights renewal for the NBA is an important event because it only happens about once a decade. But with the National Football League's media rights locked up until 2033, the NBA has a unique opportunity to play media kingmaker. CNBC first reported NBCUniversal's interest in again airing NBA games earlier this year. Carving up the piewatch nowThe NBA will have to balance demand against restricting supply to maximize the price for rights. Discovery's TNT, NBA TV, NBA League Pass or a regional sports network.

Persons: Jimmy Butler, Jamal Murray, Justin Edmonds, clamor, John Skipper, Ted Sarandos, Netflix hasn't, We've, Sarandos, that's, Netflix's Ted Sarandos, Jeff Kravitz, That's, Serbian Nikola Jokić, Victor Wembanyama, It's, Peacock, Michael Jordan, Discovery's Max, Aurelien Meunier, Kevin Durant Organizations: Miami Heat, Denver Nuggets, Ball Arena, Getty, Basketball, Comcast, Google, Apple, Netflix, YouTube, NBA, Disney, Warner Bros, Discovery, National Football, ESPN, Global, Slovenian Luka Dončić, Dallas Mavericks, San Antonio Spurs, NBCUniversal, NBC, CNBC, U.S, Metropolitans, Nielsen, Major League Soccer, Major League Baseball, ABC, TNT, NBA TV, Twitter Locations: Denver , Colorado, NBCUniversal, Hollywood , California, Australia, Brazil, Canada, France, Germany, Italy, Japan, Korea, Mexico, Spain, United Kingdom, United States, Slovenian, Serbian, Levallois, Perret, U.S

☆ Amazon will make up to $7 billion in revenue from Prime Video ads, according to Wall Street analysts
▼ + stars: | 2023-10-02 | by ( Lauren Johnson | ) www.businessinsider.com time to read: +2 min

Amazon's decision to start running ads within Prime Video in early 2024 could drive up to $7 billion in ad revenue, according to three new Wall Street notes. UBS isn't the only Wall Street firm betting that Amazon's Prime Video ads will drive billions. UBS expects Prime Video ads will likely have a $30-$42 CPM — the cost to reach 1,000 people. Wedbush analysts expect Amazon to charge $50 CPMs for Prime Video ads. Insider previously reported that Amazon estimates that Prime Video ads will initially reach more than 115 million US monthly users.

Persons: Wedbush, Discovery's Max Organizations: UBS, Nielsen, UBS isn't, Disney, Netflix, Warner Bros, Prime Locations: Canada, Germany, France, Spain, Italy, Mexico, Australia

☆ How Parrot Analytics shook up Hollywood by picking streaming hits
▼ + stars: | 2023-09-08 | by ( Lucia Moses | ) www.businessinsider.com time to read: +10 min

The Hollywood strikes thrust Parrot Analytics, which measures film and TV demand, into the spotlight. Parrot Analytics, a decade-old research firm, has in recent years built a complicated reputation in Hollywood with its proprietary system for measuring audience interest in films and TV shows. As streaming consumption skyrocketed and companies like Netflix kept audience data under wraps, Parrot offered one of the few apples-to-apples measurements across different series and films. Some producers and agents say Parrot has brought much-needed transparency to content measurement. "Parrot Analytics would reward quite a few shows that weren't the most viewed shows in America," he wrote.

Persons: Wared Seger, Seger, Parrot, he's, Seger's, Nielsen, Discovery's Max, Julia Alexander —, —, It's, HBO's Casey Bloys, Avalon, Jon Thoday, Matthew Ball, shouldn't, Guy, aren't, it's Organizations: Hollywood, Netflix, SAG, Alliance, Producers, ABC, Nielsen, Disney, CAA, Amazon's, Writers Guild of America, Warner Bros, Amazon Studios Locations: Hollywood, LA, Seger, New Zealand, Boston, America

☆ Disney to raise price on ad-free Disney+ to $13.99 per month starting October 12
▼ + stars: | 2023-08-09 | by ( Alex Sherman | ) www.cnbc.com time to read: +2 min

Commercial-free Disney+ will cost $13.99 per month, a 27% increase, beginning Oct. 12. Disney is increasing the price of Hulu without ads to $17.99 per month, a 20% price hike. When Disney Chief Executive Officer Bob Iger launched Disney+ in 2019, he deliberately set the niche family offering at a low price of $6.99 per month — nearly half the price of Netflix. Iger acknowledged he was surprised the price increase led to minimal cancelations of the service. About 40% of new Disney+ subscribers have signed up for the ad tier, he said.

Persons: Max, Bob Iger, Iger Organizations: Disney, Hulu, Warner Bros, Netflix, Max Locations: Europe, Canada

☆ Warner Bros. Discovery's Max targets MLB playoffs for new streaming sports tier
▼ + stars: | 2023-08-07 | by ( Alex Sherman | ) www.cnbc.com time to read: +2 min

Discovery has targeted the beginning of the Major League Baseball playoffs to debut a sports tier for its Max streaming service, according to people familiar with the matter. The company plans to simulcast games from the MLB, National Basketball Association, National Hockey League and National Collegiate Athletics Association, including college basketball's March Madness, on Max. It also intends to add content from its sports media outlet Bleacher Report, such as highlights and interviews. Discovery plans to brand the new tier using the Bleacher Report name, the people said. No MLB games would appear exclusively on Max.

Persons: Julio Rodríguez, David Zaslav, JB Perrette, Max Organizations: Seattle Mariners, American League, Warner Bros, Discovery, Major League Baseball, Max, MLB, National Basketball Association, National Hockey League, National Collegiate Athletics Association, Time Warner, Warner Bros ., Warner Bros . Discovery, TBS Locations: Max

☆ Apple TV+ has grown to No. 3 among ad-free streamers, besting Hulu and Max in share — but it faces stiff competition if it launches an ad tier
▼ + stars: | 2023-07-11 | by ( Lucia Moses | ) www.businessinsider.com time to read: +3 min

New data shows Apple TV+ has more than tripled its share of streaming subscribers. More established streamers have had the most success growing their ad tiers. The findings come as Apple TV+ is rumored to be planning to join the other major streamers in chasing video advertising. Apple TV+ has more than tripled its share of ad-free subscribers in the past two years, jumping ahead of Paramount+, Disney's Hulu, and Warner Bros. But Apple TV+ has yet to move into ad-supported streaming, where competitors are seeing their biggest subscriber growth — not to mention new revenue opportunities.

Persons: Peacock, Lauren Fry, Hulu, Discovery's Max, Jonathan Carson Organizations: Apple, Hulu, Paramount, Warner Bros, Netflix, Disney Locations: Hulu

☆ Apple TV+ is growing faster than other streamers, but it'll have a lot of catchup to do when it launches its rumored ad tier
▼ + stars: | 2023-06-30 | by ( Lucia Moses | ) www.businessinsider.com time to read: +3 min

More established streamers have had the most success growing their ad tiers. The findings come as Apple TV+ is rumored to be planning to join the other major streamers in chasing video advertising. Apple hired ad exec Lauren Fry earlier this year to build out the business, The Information reported, stoking speculation about its ad plans. And the streamers that have had an ad-supported tier for a while may have a first-mover advantage, the Antenna data suggests. AntennaNetflix and Disney+, meanwhile, whose ad tiers are the newest — having launched late last year — have only 2% and 5% of their subscribers opting for ads, respectively.

Persons: Peacock, Lauren Fry, Hulu, Discovery's Max, Jonathan Carson Organizations: Hulu, Apple, Paramount, Warner Bros, Netflix, Disney Locations: Hulu

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