00:01:00World Cup drives subscriber gains at Peacock and Fox One
00:07:00Peacock has its first profitable quarter in Q2
00:09:50YouTube shows strong gains again in Q2 2026
00:21:00mount-WBD deal go or no go?
ACERCA DE ESTE EPISODIO
The World Cup’s success flowed through to Fox One and Peacock, both of which enjoyed subscriber gains. And YouTube ad revenue surged past $11 billion in Q2, with AI gains kicking in.
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OTROS EPISODIOS EN ESTE PODCAST
What are the risks and opportunities for NBCUniversal in the Peacock-YouTube Premium bundle launching in 2027? And why we believe the Paramount-WBD deal will likely collapse.
WBD’s Q2 earnings further illustrate the company’s declining fundamentals, casting more doubt on the Paramount deal closing. Meanwhile, Disney+’s value proposition expands.
Tubi’s latest engagement metrics and revenue suggest the streamer is firing on all cylinders. Meanwhile, YouTube is further upping its game, with a UI overhaul and new creator minimums.
Antenna’s VP, Strategy, shares insights from new research on specialty SVOD services, showing robust growth, strong Amazon Channels dependence, and a couple of breakout successes.
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