18: Streaming Into the Void – November 16, 2025 – Disney and YouTube Make Peace
This week, a truce in the last great battle of the linear era, as Disney and Google’s YouTube resolve their carriage dispute.
Show Notes
Paramount, Comcast, Netflix Prepare Bids for Warner as Deadline Approaches – WSJ
Warner Bros. Is For Sale, Who’s Buying?
YouTube TV Blackout Is Costing Disney an Estimated $4.3 Million per Day in Lost Revenue
David Ellison Goes Public: Paramount Releases First Earnings Report Since Skydance Takeover
Wall Street Gives David Ellison’s First Paramount Earnings a Thumbs Up, With Some Big Questions
‘Superman’ Supercharges Warner Bros. Earnings, But Linear TV Struggles Push Company to Loss
WBD amends CEO Zaslav’s contract, StubHub withholds Q4 guidance
TV Giant Reels From Revenue Slump After Jimmy Kimmel Boycott
Nexstar CEO Perry Sook Confident In Tegna Deal’s On-Time Close; Stock Slides After Soft Q3 Report
NBC Revives NBC Sports Network, Launching First on YouTube TV, Offering Peacock’s Sports Line-Up
David Ellison’s Hollywood Takeover: First Paramount. Is Warner Bros Next?
David Ellison’s Paramount Skydance makes its bullish pitch to Hollywood
What We’ve Been Doing