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Lionsgate Ups Fiscal-Year Home Entertainment Revenue 8% to $713 Million
Lionsgate May 27 reported home entertainment revenue of $713.4 million in the fiscal year ended March 31. That was up 8.3% from revenue of $658.2 million in the prior year period, according to a regulatory filing. The tally included $499.1 million in Lionsgate original movies and $214.3 million in third-party titles distributed under license agreement. … Continue reading "Lionsgate Ups Fiscal-Year Home Entertainment Revenue 8% to $713 Million"
Meta stock price jumps 3% on plan to sell AI subscriptions
Shares of Meta gained nearly 4% on Wednesday as investors cheered the company's move to start generating recurring revenue from its platforms.
Health tech firm Veradigm begins climbing out of years-long financial do-overs
The Chicago company reported it had revenue of $594 million in 2024, dropping from $626 million in 2023, with a net loss of $292 million in 2024 compared to net income of $49 million the previous year.
Penn State Health reports strong financial, volume growth through third quarter
Penn State Health reported strong third-quarter results for fiscal year 2026, highlighted by double-digit total revenue growth, improved operating margin, and increased patient volumes — reflecting sustained demand for care and ongoing efforts to expand access across the region.
West Carrollton receives feedback over marijuana business sales
The city of West Carrollton could begin allowing companies to sell marijuana to generate revenue.
Lobbying compensation: Top 10 firms report solid revenue growth in Q1 of 2026; Southern Group takes top spot, followed by Ballard Partners
The Southern Group continued its streak as No. 1 with a $12.4M quarter, followed by Ballard Partners at $10M.
Google I/O 2026: tech giant launches autonomous AI era, transforming search at cost to core business
Google unveils Gemini agents and a generative search overhaul in a direct push against OpenAI and Perplexity, risking ad revenue, publisher ties, privacy and margins as it tries to preserve its internet dominance
Scoop: The Guardian posts record U.S. revenue of $81M
The outlet's nonprofit structure, combined with its global perspective and commitment to free access, has helped usher in an unprecedented level of reader donations.
Georgia's Smart fears massive football budgets will imperil other sports
Georgia's Kirby Smart joined other coaches at the SEC's annual spring meetings in bemoaning a massive uptick in spending from revenue sharing and NIL, and he suggested if trends continue, ballooning football budgets will put all Olympic sports in peril.
‘Anti-Weaponization Fund’ revives yearslong fight over Democrat-backed settlements
President Donald Trump’s nearly $1.8 billion “Anti-Weaponization Fund” is triggering bipartisan concern on Capitol Hill while simultaneously reigniting a years-old conservative argument against administrations from both parties using the Treasury Department’s Judgment Fund to finance politically sensitive settlements with little congressional oversight. The fund stems from Trump’s settlement with the Internal Revenue Service over the […]
We quit our jobs to run a cemetery business – it now brings in $6 million a year
Shayda Frost was a film producer and her husband, Tim Amoui, worked in PR in LA. But when Frost's father died unexpectedly, the couple flew to her hometown of Atlanta, quit their jobs, and took over the family business: cemeteries. Frost and Amoui are now the owners of Lincoln Memorial Group, which operates four working cemeteries Georgia's capital. In 2025, the business brought in over $6 million in revenue.
SpaceX’s AI Business Waits for Liftoff | AI & Business for May 26
Plus, California studies AI job losses, Anthropic’s revenue soars and Nvidia plays the role of $5 trillion underdog.
Asian American Women Are Starting Businesses Faster Than Almost Anyone
Women own 40% of U.S. businesses but generate 4.6% of revenue. One nonprofit is closing that gap—one bootstrapped founder at a time.
Pirated Sports Streams Are Warping TV’s Most Important Ratings
Advertisers love live sports. But good luck measuring that investment. Although tides of ad revenue flow based on the ratings of certain tentpole TV events, a new crop of scammers now operate illicit sports livestreaming rings, and there’s almost nothing broadcasters can do about it. According to a new report released Tuesday by ad tech […]
Teladoc Health Faces Flat Sales And Weaker Revenue Per User Trends
Teladoc Health (NYSE:TDOC) is reporting flat sales over consecutive years, despite continued investment in its virtual care platform. Average revenue per user has been declining, pointing to weaker consumer monetization and softer engagement levels. Management has focused on broadening services, but this has not translated into stronger top line growth or higher earnings quality. The outlook for the next twelve months remains subdued, highlighting ongoing challenges for the...
Universal Health Services (UHS): Cheap NYSE Stocks to Buy According to Analysts
Universal Health Services Inc. (NYSE:UHS) is one of the cheap NYSE stocks to buy according to analysts. On April 29, Universal Health Services reported solid Q1 2026 results, with net revenues increasing 9.6% year-over-year to $4.495 billion. Net income attributable to the company rose to $348.7 million, or $5.65 per diluted share, compared to $316.7 […]
Semiconductor decoupling. Powell's politics. Industrializing Ogaden. Free trade and the Magna Carta.
Thank you for opening your Chartbook email. Feliks Topolski, 1907-1989 8th Army’s Front, Italy 1944 Semiconductor decoupling Source: FT One thing that Jerome Powell deeply understood is that chairing the Fed under current conditions is a deeply political job. “Powell has successes and mistakes to his name. But he stands out as having thought more carefully about the Fed’s democratic legitimacy than any chair since Paul Volcker,” said Paul Tucker, a former deputy governor at the Bank of England, referring to the Fed chair who successfully fought the great inflation of the 1970s and early 1980s. … While Powell was at the Treasury in the early 1990s, he watched Alan Greenspan build relationships within the government. That convinced Powell he needed to follow the former Fed chair’s lead and spend more time in Congress than his predecessors Yellen and Bernanke. “The accountability for the Fed runs through Congress,” said Claudia Sahm, a former Fed official who is now chief economist at New Century Advisors. “That’s not just about having people on speed dial — it’s answering questions, explaining policy and getting feedback.” Source: FT Ethiopia’s PM Abiy and Nigerian business tycoon, with Chinese engineering, are driving industrialization in Ogaden/Somali region of Ethiopia. - Michael Masri’s reporting for Africa Report if fascinating. Ethiopia has launched a cluster of large industrial schemes in the Somali region, laying foundation stones for a urea plant and an oil refinery in Gode while opening the first two phases of the Ogaden LNG project. Abiy Ahmed framed the push as part of a broader strategy to link energy, agriculture and industry. “These projects embody more than industrial growth,” he said. “They represent our shared responsibility to harness opportunities, strengthen co-operation and promote peace.” The Gode urea plant, backed by Dangote Group and Ethiopian Investment Holdings (EIH), is designed for 3m tonnes a year. Dangote owns 60%, while EIH holds 40%. Officials say Dangote’s equity totals about $2.5bn, while the state provides land and implementation oversight. Gas from the Calub fields will be piped 108km to the site. Construction is slated for 40 months, with operations targeted for 2028. Ethiopia imports most of its fertiliser, spending more than $1.2bn a year for 1.5m–2m tonnes. Usage was roughly 1.7m tonnes in 2023, almost half of it urea, and demand for 2024–25 is put above 2.4m tonnes. If delivered on time, the Gode plant could cover domestic needs and allow exports to neighbours. Brook Taye, chief executive of EIH, called the venture “a significant milestone in the journey toward industrial self-sufficiency”. Dangote told the groundbreaking crowd that the complex would be integrated with gas supply and a polypropylene unit to support local inputs. He pointed to Ethiopia’s Grand Ethiopian Renaissance Dam (GERD), with a capacity of more than 5,000MW, and noted his group’s cement operations and expansion plans. The Gode refinery is being developed by Golden Concord Group of China. It is designed to process 3.5m tonnes a year of crude and condensate from the Hilala field, with associated storage. Backers say it will ease foreign-exchange pressure from fuel imports and anchor further industrial activity, including a proposed steel smelting site in Dire Dawa. GCL’s chair, Zhu Gongshan, cast the project as “a key step in Ethiopia’s path to energy sovereignty”, underscoring the Beijing–Addis ties. Financing details are still being finalised, but the refinery is central to the government’s energy-security narrative. Source: The Africa Report Dangote’s Ethiopian vision: Dangote began with cement. His crown jewel, Dangote Cement, dominates Nigeria’s market and has 10 operations in other nations in Africa. The formula has been consistent: identify sectors with chronic shortages – cement, fertiliser, sugar – commit massive local investments, and scale up to serve regional demand. Ethiopia was a natural extension of that model. In 2015, Dangote launched the Mugher Cement Plant outside Addis Ababa at a cost of $600m, with an annual capacity of 2.5 million tonnes. The investment gave him a firm foothold in one of Africa’s fastest-growing construction markets. But success came with risks. In May 2018, violent unrest led to the killing of Dangote’s country manager and temporary shutdowns at Mugher. While other investors might have retreated, Dangote doubled down. Today, he is preparing to spend $400m to expand Mugher’s capacity to 5 million tonnes, alongside a new grinding unit near Addis Ababa. Cement is just one market Dangote is targeting. Ethiopia’s enormous state-controlled sugar industry, long plagued by inefficiency and debt, has struggled for years to reform. Its Omo Kuraz Sugar Development Project, touted as one of the continent’s largest initiatives, continues to face delays and mismanagement. … The most ambitious venture of all is the planned fertiliser production complex in Gode, Somali region. Publicised on 28 August 2025, the Dangote Group and Ethiopian Investment Holdings (EIH) deal plans one of the world’s largest single-site urea manufacturing plants. The project costs an estimated $2.5bn and has an estimated capacity of 3 million metric tonnes annually, a rate that would not only render Ethiopia independent, but even a net exporter of fertiliser. EIH, the state wealth fund of Ethiopia, will hold 40%, while 60% is held by Dangote Group. … For Dangote, Ethiopia is a trifecta: Cement demand is projected to grow by 10% annually, its sugar consumption is growing with rapid urbanisation, and fertiliser demand is all but insatiable, given that farming supports the livelihood of 70% of Ethiopians. Source: The Africa Report The stakes for Abiy are high: For Addis Ababa, the $4bn fertiliser project in Ethiopia’s Somali region is no longer simply a manufacturing investment. It is increasingly being framed as a strategic state project tied to food sovereignty, import substitution and the government’s broader attempt to build economic resilience under mounting fiscal pressure. “Becoming self-sufficient in food is our main agenda,” Abiy says during the visit. “Land is needed; we have it. Water is needed; we have it. Human resources are needed; we have it.” The scale is enormous even by African industrial standards. Once operational, the plant is expected to produce three million metric tonnes of urea annually, potentially making it one of the continent’s largest fertiliser complexes. Ethiopian officials say the project now includes a 110km gas pipeline, a 120MW power plant, a polypropylene packaging facility and a two-million-tonne NPK blending plant. For a government grappling with chronic foreign exchange shortages, ballooning import bills and pressure on agricultural productivity, the numbers matter politically as much as they do economically. The decision to anchor the project in Gode is deliberate. Long viewed as peripheral to Ethiopia’s industrial economy, the Somali region is now being repositioned by the federal government as a future irrigation and agro-industrial corridor. Officials argue that the area’s vast land reserves and access to water could eventually support large-scale commercial farming capable of reshaping Ethiopia’s food economy. The government is simultaneously building housing infrastructure for about 5,000 residents near the plant, while officials project broader industrial expansion along the corridor. Abiy goes further, comparing the long-term revenue potential of the Gode development zone with Ethiopia’s flagship state enterprise. “The investments we are making in this Gode area, combined, will generate high revenue for Ethiopia, at par with Ethiopian Airlines,” he says. Source: The Africa Report Feliks Topolski 1907-1982 Topolski’s Chronicle, ‘Nazi Revival’, Vol. 8, Is. 1-2, 1960 HEY READERS, THANK YOU for opening the Chartbook email. I hope it brightens your day. I enjoy putting out the newsletter, but tbh, what keeps this flow going is the generosity of those readers who clicked the subscription button. Photo by Jakub Dziubak on Unsplash If you are persuaded to click, please consider the annual subscription of $50. It is both better value for you and a much better deal for me, as it involves only one credit card charge. Why feed the payments companies if we don’t have to. Subscribe Grim vision of drone warfare by Sylvie Kaufmann For contributing subscribers only. Subscribe The state of the art in Colbert-studies. Jean-Baptiste Colbert was Louis XIV chief minister from 1661 to 1683 and traditionally seen as an architect of absolutism and mercantilism. Alexander Hamilton later cited him as an inspiration in 1782. Now his legacy is disputed. Daniel Dessert, the chief critic, sees Colbert as the orchestrator not so much of an absolutist state as of an elite cabal. Would be great to have a good English-language review of this important debate. Source: lhistoire Didn’t know that the Magna Carta included free trade provisions Fighting for the right to the beach in Oregon in 1967: Source: Research Gate RAF Station – British and Polish Flags, c. 1940-45, The Ingram Collection Feliks Topolski, 1907-1989 ink and wash If you’ve scrolled this far, you know you want to click: Subscribe
As music business hits high note, Gen Z is driving a 'record' comeback
Streaming is responsible 82% of music revenue in the United States, but Gen Z wants its music in physical form.
Tourism gains spread across California with Sacramento seeing big results
A Visit California study shows the state's tourism economy is thriving, with Sacramento experiencing notable increases in visitor spending and hotel tax revenue.
AI's COVID shutdown moment: SpaceX IPO, Anthropic, OpenAI, Nvidia
From SpaceX's IPO to Anthropic's massive revenue number, it looks like AI just had the day when the hype became real.
Politics: Trump reaches controversial $1.8 Billion IRS settlement
President Donald Trump last week reached a settlement with the Internal Revenue Service to end his $10 billion lawsuit over the leak of his tax returns, which includes a $1.8
Evaluating Tencent Music Entertainment Group (TME) After Recent Share Price Weakness And Undervaluation Claims
Recent performance snapshot Tencent Music Entertainment Group (TME) has drawn fresh attention after a sharp pullback, with the stock down about 8% over the past month and about 42% over the past 3 months. That weakness sits against a backdrop of reported annual revenue of CN¥33,441.0 million and net income of CN¥8,856.0 million, alongside year on year growth rates in both revenue and net income. See our latest analysis for Tencent Music Entertainment Group. At a share price of $8.81, Tencent...
I Saw a $40M Revenue Business Say No to a Peak Exit — and Watched Its Valuation Get Cut in Half After "One More Year." Here's How to Get Timing Right
Every company has a moment when it's most valuable. The question is whether you'll recognize it or watch it pass. Timing is 50% of the value.
Forza Horizon 6 Races Toward Estimated 5M Sales and $325M in Week One Despite Game Pass Cannibalizing Some Sales
Forza Horizon 6 is reportedly nearing 5 million copies sold and $325 million in gross revenue in its first week on store shelves.
Galvin warns of revenue hit from Healey’s business filing proposal
Plus: New job for Sonia Chang-Diaz, new chair for MassFiscal
Anti-social: It's fads, not friends, which now dominate our feeds
Social media platforms used to be about communication between friends. The business model is to increase the time people spend on their apps and increase ad revenue.
Trump’s new ‘slush fund’ for his pals
This week, Donald Trump dropped a personal $10bn lawsuit he had against the Internal Revenue Service in exchange for a so-called anti-weaponisation fund. The $1.8bn fund will be used to compensate those who think they have been unfairly investigated by the government in the past. Jonathan Freedland speaks to the legal analyst Kristy Greenberg about why critics are calling this fund ‘corruption on steroids’
A Look At WEBTOON Entertainment (WBTN) Valuation After Weak User Trends And IP Adaptation Slowdown
WEBTOON Entertainment (WBTN) is back in focus after first quarter 2026 results and fresh guidance highlighted pressure on user metrics and IP adaptation revenue, despite stable revenue and comments around paid content and advertising. See our latest analysis for WEBTOON Entertainment. The stock is trading at US$11.64 after a 2.28% 1 day share price gain. However, recent momentum has cooled, with a 7 day share price return down 15.84% and a year to date share price return down 11.88%, even as...
SpaceX Sees a Huge Market for Its Business. Most of It Isn’t Space-Related.
SpaceX said in its IPO filing yesterday that it estimates a “TAM,” or total addressable market—a business term for potential revenue opportunities—of $28.5 trillion. The figure includes: $370 billion in Space from space-enabled solutions and $1.6 trillion in Connectivity, including Starlink Bro
Axel Springer Revenue Rises 2.6% Following Business Split
The media company said it had a strong start to the year after posting higher revenue—in its first results since splitting into two businesses in April of last year.
Musk’s SpaceX discloses massive losses ahead of expected record-breaking IPO
The company, whose initial public offering is expected to attract record investment, had nearly $18.7 billion in revenue in 2025 but overall lost $4.9 billion.
Truecaller gets into the eSIM business to diversify its revenue streams
Truecaller's eSIM product will initially launch in 29 countries
Revealed! Insurance Business America’s Fast Brokerages for 2026
Fifteen firms cleared a demanding revenue threshold in a tough market
City's upward trend in sales tax collection continues in April
Consumers continued to spend more than last year, driving an increase in Sioux Falls sales tax revenue in April.
West Texas A&M Partners with PlayFly Sports on Sponsorship and Ticketing
West Texas A&M today announced a five-year partnership with Playfly Sports, the sports industry's leading revenue maximization company for its ticketing and sponsorship sales across all sports.
Business Uncertainty Costs Middle Market Companies Up to 6% of Revenue
Business uncertainty remained elevated in March, with 27% of payment executives reporting high uncertainty levels even as optimism about the next 12
Genius Sports Revenue Surged 31% Last Quarter. So Why Did This Investor Bail?
Genius Sports delivers real-time data and digital solutions to sports leagues, sportsbooks, and media clients worldwide.
Back in Business? The IRS Revives “Significant Issue” Rulings for Corporate Transactions
On May 5, 2026, the Internal Revenue Service (“IRS”) released Revenue Procedure 2026-21 (the “Rev. Proc.”), which reinstates a program under which
Mainstream anime moments create big business opportunities
Anime has gone mainstream in the United States, drawing millions of fans who spend big money on conventions, streaming, gaming, and merchandise. But anime is no longer reserved just for cosplayers. Now, businesses and sports franchises are increasingly tapping into anime culture to grow audiences, strengthen fan loyalty, and create new revenue opportunities.
The $600 Billion Wake-up Call: New Splunk Research Reveals Downtime is a Systemic Business Crisis
Downtime has become a systemic business crisis that threatens revenue, brand equity and shareholder value.
What Flutter Entertainment (FLUT)'s Strong Q1, Leadership Shuffle and Buyback Completion Means For Shareholders
In early May 2026, Flutter Entertainment plc reported Q1 2026 revenue of US$4,304 million versus US$3,665 million a year earlier, alongside lower net income of US$218 million, refreshed full‑year revenue guidance, leadership changes at FanDuel and the international division, and completion of a US$1,241.88 million share buyback program. At the same time, stronger‑than‑anticipated Q1 operating performance, new FanDuel loyalty and product features, and a reconfigured management team sharpened...
What to know about Trump’s $1.8 billion taxpayer-fueled fund for his allies
The unprecedented lawsuit President Donald Trump brought against the Internal Revenue Service over the unauthorized disclosure of his tax returns years ago has led to an unprecedented arrangement that will make nearly $1.8 billion in taxpayer funds available to allies of the president who say they were unfairly investigated by the government in the past.
Whoa! Netflix is Sending Narnia Heading to Theaters...What This Means for the Future of Film
(Welcome to the “Most Important Story of the Week”, my bi-weekly strategy column analyzing the most important (but often not buzziest) news story of the last two weeks. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. Please subscribe.) Here’s a funny thing about the debate over whether streamers should release their movies in theaters first: Both sides think the other side represents the “conventional wisdom”. If you’ve been reading me for any amount of time, or even just scanned my front page, you know I think movies make more money by having a robust theatrical window compared to going straight-to-streaming. I’ve published thousands of words on this topic. And for years, I felt like I was standing up to a wave of opposition. See, while the “put your films in theaters to make money” take was obvious at any point before 2019, post-streaming revolution, most of the trendy thinkers took the opposite point of view. Big names argued that Netflix putting their film straight-to-streaming (“S-to-S” from here on out) actually made more money. Netflix was “disrupting” theaters, just as they disrupted Blockbuster Video, and since innovation is always good, this too was a great idea. This thinking then leaked into the mainstream business outlets like the Wall Street Journal and Bloomberg. I read many articles whose take boiled down to “Netflix makes tons of money from S-to-S releases” and “theaters were in structural decline” anyways. Covid-19 shutting down theaters and the 2023 strikes shutting down film production seemingly justified this point of view, as the box office struggled to return to 2017-2019 heights. Yet I’ve also read folks arguing the opposite point: the conventional wisdom says to put films in theaters! From some writers’ points of view, “everyone” actually agrees/agreed with my “send your films to theaters” take—especially the stodgy traditional studios—and folks still didn’t understand Netflix’s genius. I feel like, for the last two years, many people have argued this point as if it’s conventional wisdom. You know what? I may have been wrong. At this point, the “S-to-S strategy makes money” might be the minority viewpoint. Especially with the news this month that Netflix will put at least one film—Greta Gerwig’s Narnia film The Magician’s Nephew—in theaters in 2027 for a full 49-day run is big news. So that’s the story of the week, but I’ll also explain why they’re making this move now and why Netflix may not completely embrace theaters, along with other topics, like how I don’t buy Disney’s “super app” strategy, the latest good news out of the unions, my take on the latest attacks against free speech, and a whole lot more. Let’s get started. Subscribe Most Important Story of the Week - Netflix Goes to Theaters! Listen, I promise not to victory lap too hard today. As I just wrote, I’ve argued against sending films straight-to-streaming for—checks calendar—eight years now. Since 2018. Yikes. That’s a long time. And for years, others painted my thinking as “conventional” in that I was standing up for the status quo against trendy, cool disruption. And that’s not cool! But math is math, and I never could make the S-to-S numbers work. The only thing that ever enabled that model was Wall Street’s brief exuberance for it. It seems like the heads of Netflix now agree with me. (There were always rumors that former head of film for Netflix Scott Stuber argued internally for theatrical releases as well.) As they announced: “The Magician’s Nephew_—the first film in a Narnia series of films—will open on 12-Feb-2027, with a 49 day theatrical exclusive run.”_ I’m a little surprised at how little coverage this big change actually got. Credit to Bloomberg for leading with it and Matt Belloni’s The Town for highlighting it with the provocatively titled podcast “Hell Hath Frozen Over”. But after that? Instead of getting as much coverage as, say, the FCC’s latest egregious crackdown on free speech, this news story got crickets. But it’s massively more important for the future business of entertainment. So let’s start with the obvious question… Why Put Your Movies in Theaters? So…why should Netflix put (some!) of their movies in theaters? Well, I’ve already written that in a very, very, very long article from 2022: [ ](https://entertainment.substack.com/p/the-data-is-in-theatrical-films-massively) [ The Data Is In: Theatrical Films Massively Outperform Straight-To-Streaming Films ](https://entertainment.substack.com/p/the-data-is-in-theatrical-films-massively) Entertainment Strategy Guy · April 5, 2023 [ Read full story ](https://entertainment.substack.com/p/the-data-is-in-theatrical-films-massively) To summarize, theatrical runs make much more money, especially blockbusters, because they earn more money per viewing,1 and that helps boost home entertainment sales. Theatrical films also perform as well or better than the streaming-only films. Now, partially this is driven by increased marketing for said films, but said marketing ultimately boosts the awareness of the movies and drives improved streaming and library performance as well. Again, I’ve made this case after reviewing the economic models and streaming data for years. Just last week, Emily Horgan also made the case for kids films! Yes, it is probably conventional wisdom, but that’s also because it’s true! I’d also argue we’ve seen a lot of data in the various studios’ behavior. As I’ve noted before, the more a studio needs to make money, the likelier they are to put films in theaters. As such, Disney, Universal, Warner Bros., Paramount and Sony all send their major films to theaters. Even if they once made a big S-to-S push (*cough* Disney *cough*), they’ve since relented and returned to theaters. The tech companies don’t need to make money, per se, so it took them years to embrace theaters. Apple doesn’t need to make money because it doesn’t disclose their (likely) Quibi-sized losses each year. (They fear bad press more than losing money.) Amazon announced two years ago that they planned to make Amazon-MGM Studios/Prime Video profitable on its own, and guess what? Now they’re putting films in theaters. That leaves Netflix. They’re in between the “no need to make money at all” and the “desperately need to make money to offset linear TV declines”, so they had less pressure to put some films in theaters. Plus, for years, they were the sexy disruptor, and Wall Street rewarded them for that. (Honestly, they still do.) Yet, even Netflix likely saw the money they were leaving on the table (I’ve estimated it at an easy billion dollars before) so they changed their course. I heard one pundit argue that, because Netflix already makes so much money, they don’t need to make more money, which sort of goes against everything I’ve ever learned about business and economics. Again, to be super-nuanced, sending “films to theaters” does not mean EVERY film. TV movies have been a thing for decades. Lifetime films, Hallmark holiday films, Disney Channel Original Movies, and so on, don’t need theatrical runs. But films above a certain budget level (say $25 to 50 million) almost certainly need theaters to maximize their revenue. The Scenarios (with a Dose of Skepticism) Now time for some skepticism: it won’t surprise me at all if Netflix re-changes course. Specifically, Netflix announced that their Narnia film will go to theaters. And I’d bet anything we see KPop Demon Hunters 2: The Huntering2 also goes to theaters, cause it’s the surest hit outside of a Disney animated sequel right now. But how much does Netflix truly commit to theaters? They’ve already tried to emphasize that this is a one-off move. I see three broad scenarios:
Sphere Entertainment: Priced To Perfection
Sphere Entertainment delivered a strong 1Q26, with revenue up 38% year-over-year, with Sphere venue driving 67% of AOI. Learn why SPHR stock is a hold.
A Look At AMC Entertainment (AMC) Valuation After Analyst Upgrade And Arena One Concert Launch
AMC Entertainment Holdings (AMC) is back in focus after an analyst upgrade linked to improving box office conditions, along with management comments on a lower revenue bar for free cash flow breakeven and the new Arena One at AMC concert format. See our latest analysis for AMC Entertainment Holdings. At a share price of $1.28, AMC has seen pressure recently, with the 7 day share price return down 9.22% and the 30 day share price return down 31.18%, while the 1 year total shareholder return is...
Trump drops lawsuit against IRS amid talks of establishing a $1.8 billion fund for allies
President Donald Trump is dropping his $10 billion lawsuit against the Internal Revenue Service, according to court documents, a signal that the administration is preparing to go forward with a plan to set up $1.8 billion fund that would compensate those who believe they were subject to unfair investigations under previous administrations.
Baidu beats first-quarter forecasts as AI business drives strong growth (BIDU)
Baidu (NASDAQ:BIDU) shares climbed more than 2% in premarket trading on Monday after the Chinese technology group delivered first-quarter revenue and earnings ahead of market expectations, supported by rapid expansion in its AI-related operations. AI-powered business becomes major revenue contributorThe company reported quarterly revenue of 32.
Detroit’s lunch business struggles as hybrid work, economy reshape routines
The traditional sit-down “business lunch” is no longer the reliable revenue stream it was before the pandemic began in early 2020.
A Look At Live Nation Entertainment (LYV) Valuation After Recent Share Price Momentum
What recent performance says about Live Nation Entertainment stock Live Nation Entertainment (LYV) has drawn fresh attention after a period of steady share price movement, with the stock up 7.9% over the past month and 6.7% over the past 3 months. For investors tracking momentum and business fundamentals, those returns sit alongside reported annual revenue of US$25.6b and a reported net loss of US$410.3m, highlighting a mix of scale and ongoing profitability challenges. See our latest...
How Penn’s Penn Interactive Layoffs and Restructuring Will Impact PENN Entertainment (PENN) Investors
Penn Entertainment recently cut more than 75 jobs in its Penn Interactive division, affecting theScore Bet, online casino, and social gaming operations as part of a broader restructuring following pressures in the sports betting market and the fallout from its ESPN Bet branding deal. The layoffs, including several senior roles, highlight management’s push to streamline a loss-making digital segment even as online sports betting and iGaming revenues have been improving. Next, we’ll examine...
Is AMC Entertainment (AMC) Quietly Recasting Its Premium Content Strategy With Arena One Concerts?
Arena One and AMC Theatres recently launched “Arena One at AMC,” a nationwide, real-time interactive concert format bringing artists like Bebe Rexha, Paris Hilton, Kim Petras, and Maren Morris to more than 300 U.S. locations, while AMC also reported first-quarter 2026 revenue of US$1.05 billion and a reduced net loss of US$117.1 million. This combination of an immersive live-concert product and year-on-year improvement in quarterly results highlights AMC’s efforts to broaden content...
5 Must-Read Analyst Questions From Flutter Entertainment’s Q1 Earnings Call
Flutter Entertainment’s first quarter saw revenue and non-GAAP profitability surpass Wall Street’s expectations, but operating margin declined sharply year-over-year. Management attributed this performance to continued momentum in international markets, especially Italy and the UK, and the rollout of new sportsbook and iGaming features in the U.S. CEO Peter Jackson highlighted the launch of FanDuel’s new loyalty and generosity programs and noted that product enhancements, such as early win promo
AI Is Forcing Businesses to Adapt. Here’s What Actually Works
Here are six ways founders can be defensive and AI-proof their revenue streams and future business growth.
Heartflow reports significant revenue growth as CCTA sees wider adoption
The company keeps gaining momentum thanks to the success of its AI-powered imaging software.
42 golf properties, 10 Puttery venues in Golf Entertainment’s $76.6M quarter
Q1 2026 revenue reached $76.6M, including $62.7M from Traditional Golf and $12.5M segment Adjusted EBITDA, and the company ended the quarter with $34.9M in cash.
The Battery Atlanta inspires SEC programs to create entertainment districts
In this NIL age of college sports, The Battery Atlanta is a model of a revenue stream that also benefits the community.
Revolut Offers All Staffers £1000 to Help Lure In New Business
Revolut Ltd. Chief Executive Officer Nik Storonsky is offering employees across the digital bank £1000 ($1,334) to woo more businesses to bank with Revolut, setting it as its highest priority to further boost the digital lender’s growth, valuation and revenue.
How Munetaka Murakami is teeing up business for White Sox and Chicago companies
“As soon as we signed him we changed our thinking and moved our ticket sales targets up because we anticipated him bringing in more interest,” Sox chief revenue and marketing officer Brooks Boyer said.
Lexington news startup debates its unique business model
While the “Local News Hub” program has helped the Observer pay for its own local reporting at a time when news outlets are in search of new revenue streams, some of its leaders are questioning whether it should continue.
Louisiana casino revenue growing faster than national average, thanks to expansions
Thanks to a series of upgrades that moved some aging riverboat casinos onto land, a $435 million transformation of Caesars New Orleans and a glitzy new casino in Bossier City, Louisiana’s state regulated gambling halls saw their revenues in 2025 grow well above the national average.
5 Must-Read Analyst Questions From AMC Entertainment’s Q1 Earnings Call
AMC Entertainment’s first quarter saw a positive market response, driven by significant year-over-year revenue growth and improved operating margins. Management attributed this performance to a stronger box office environment, particularly across North America and Europe, as well as disciplined cost control and enhancements in the guest experience. CEO Adam Aron highlighted the impact of expanded premium screens, improved per patron spending, and the continued success of loyalty programs. Notabl
Japan’s Largest LSI Pledges More AI as Translation Business Falters
Honyaku Center’s revenue and profit fall in fiscal 2026 on macro headwinds. The company pledged more AI in its core translation business.
Castle Rock restaurant says parking citations are hurting business
A Castle Rock business says its customers are plagued by parking citations from Parking Revenue Recovery Services.
BrightSpring Health Services (BTSG) Is Up 10.3% After Raising 2026 Revenue Guidance And Q1 Beat – Has The Bull Case Changed?
In early May 2026, BrightSpring Health Services reported first-quarter results showing revenue of US$3.61 billion and net income of US$148.77 million, and also raised its full-year 2026 earnings guidance to expected revenues of US$14.73 billion to US$15.23 billion. The combination of outperformance in specialty pharmacy and infusion services, efficiency gains from automation, and successful home health integrations is reshaping how investors view BrightSpring’s earnings power and growth...
Cisco Just Proved the Most Dangerous Moment in Business Isn’t Losing—It’s Winning
Cisco just posted record revenue—then cut 4,000 jobs. The move reveals a critical leadership lesson: the most dangerous moment in business isn’t losing, but winning—and how smart companies act before the market forces them to.
Forbes Unveils Its Inaugural Ranking Of The Top Family Businesses Featuring America’s Biggest Family Companies Driving Jobs, Growth And Generational Success
Forbes unveiled the launch of its newest list, America’s Largest Family Businesses, the definitive ranking of America’s biggest family firms by revenue.
Versant reports first-quarter revenue decline, with bright spots in platforms and licensing
Versant, the portfolio of TV networks spun out from Comcast, reported earnings from its first quarter as an independent company.
LinkedIn expands into creator-led events, eyes big revenue
LinkedIn plans to expand creator-led events, aiming for 4,000 annually, as part of its strategy to tap into the multi-billion dollar creator economy.
Beasley Sees ‘Turnaround Business’ As Digital Revenue Climbs 18% In Q1.
Beasley Media Group executives used the company’s first-quarter earnings call to frame 2026 as a rebuilding year centered on digital growth, debt reduction and operational discipline. While revenue and EBITDA
Cisco to cut thousands of jobs as AI push accelerates after earnings beat
Cisco reported record revenue and surging AI demand while announcing job cuts affecting thousands as it repositions for an AI-driven future.
Justice Department considers settling Trump’s $10 billon IRS leak lawsuit
The Justice Department is discussing whether to settle President Donald Trump’s $10 billion lawsuit against the Internal Revenue Service in the coming days, according to two sources familiar.
Precigen Reports First Quarter 2026 Financial Results and Business Updates
PAPZIMEOS™ launch gaining strong momentum with $21.6 million in net product revenue in the first quarter of 2026 reflecting broad-based uptake across the US...
Alibaba's AI Business Is Booming, But Its Profits Basically Disappeared
Cloud revenue surged 38% and AI income hit a new record, but aggressive spending on delivery and infrastructure wiped out core earnings
Gilts Become ‘Half-Hour Trade’ on Politics, HSBC’s Kettner Says
(Bloomberg) -- The UK’s fractious politics is making investors wary of long-term wagers in the country’s gilt markets, according to HSBC Holdings Plc’s Max Kettner.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home Revenue“I’d love to buy them because obviously long-end yields are so en
Adam Schiff Accuses CFTC Chair Mike Selig Of 'Duplicitous' Behavior Over Sports Prediction Markets
Sen. Adam Schiff (D-Calif.) on Tuesday accused CFTC Chair Mike Selig of contradictory statements on the contentious issue of sports betting in prediction markets. Schiff Says Prediction Markets Violate State Sovereignty In his Brookings interview with Aaron Klein, Schiff described prediction markets as “pretty indistinguishable” from gaming and sports betting. Schiff argued that these platforms bypass state-level consumer protections and generate no public revenue. “It really seems to violate st
Why Some States Are Pushing Back on Small Business Tax Break
The expansion of a capital gains exclusion for qualified small business stock is costing states millions in revenue.
5 Must-Read Analyst Questions From Flutter Entertainment’s Q1 Earnings Call
Flutter Entertainment’s first quarter saw revenue and non-GAAP profitability surpass Wall Street’s expectations, but operating margin declined sharply year-o...
How The Investment Story Is Shifting For AMC Entertainment Holdings (AMC)
Analysts have recently adjusted their price targets for AMC Entertainment Holdings, with some referencing fair value estimates around US$2.03 per share and others setting more cautious targets near US$1.10 to US$1.50. These moves reflect a split view, where bullish research relies on revenue and margin assumptions, while bearish reports focus on capital structure and execution risks, especially around box office expectations. As you read on, you will see how these differing calls fit into the...
Cleveland looks to eliminate entertainment tax for small music clubs
Cleveland looks to eliminate entertainment tax for small music clubs. Four percent tax only represents 1% of total revenue from entertainment events
TSS: Business Improved, Same Core Problem
TSS delivered a 44% revenue decline, but higher-margin Systems Integration revenue surged 88%, driving GM expansion to 18%. Click for this TSSI stock update.
How mixed-use stadium districts — for work, play and football — became college sports’ latest craze
As schools look under every rock for money in the revenue-sharing era, trying to generate money from the area around the stadium is a trend.
Imperial Brands Revenue Rises, Fueled By Next-Generation Products
The manufacturer—which houses Davidoff, Gauloises and JPS among its brands—saw revenue growth from in its next-generation products such as vapes.
Vodafone Swings to Pretax Profit on Revenue Growth
Revenue was driven by strong service revenue growth and the consolidation of Three UK, which was partially offset by foreign-exchange movements.
Madison Square Garden Entertainment Q3 Earnings Call Highlights
Madison Square Garden Entertainment (NYSE:MSGE) reported higher fiscal third-quarter revenue, supported by concert activity at Madison Square Garden, growth in suites and marketing partnerships, and the final performances of the latest Christmas Spectacular season, while adjusted operating income de
WEBTOON Entertainment Q1 Earnings Call Highlights
WEBTOON Entertainment (NASDAQ:WBTN) reported first-quarter 2026 revenue that declined slightly from a year earlier, while profitability improved as the digital comics and storytelling platform cited stronger gross margins, cost discipline and growth in paying users. Founder and CEO Junkoo Kim said
Hims & Hers Health Swings to First-Quarter Loss as Expenses Rise
The telehealth platform posted a quarterly loss of $92.1 million, offsetting a 4% increase in revenue.
Webtoon Entertainment Gives Dim Second-Quarter Sales View
The digital comics platform’s shares fell in after hours trading after it said it expects revenue to rise 1.7% to 4.6% on a constant currency basis for the current quarter.
Hims & Hers raises 2026 revenue forecast on strong demand for personalized care
Hims & Hers Health raised its 2026 revenue forecast on Monday, betting on increased sales for its personalized healthcare offerings.
Onramp Business Loans Review 2026
Onramp offers short-term revenue-based financing and credit lines for e-commerce businesses, but its terms aren’t transparent.
A Look At AMC Entertainment Holdings (AMC) Valuation After Strong Q1 2026 Results And Concert Partnership Progress
AMC Entertainment Holdings (AMC) just released first quarter 2026 results, reporting revenue of US$1,045.4 million, a narrower net loss of US$117.1 million, and its strongest first quarter adjusted EBITDA since 2019. See our latest analysis for AMC Entertainment Holdings. AMC's recent Q1 update, new concert partnership and high profile film slate have coincided with a 12.78% 90 day share price return, yet the 1 year total shareholder return is still down 45.05%. This suggests that momentum is...
How sports marketing is shifting from media buys to moment-based activation
Discover how sports marketing activation uses live data and fan behavior to drive engagement across digital channels.
RadNet revises financial projections upward after ‘record’ quarter, with revenue up 22%
This comes after RadNet executed several acquisitions so far this year, including buying French AI firm Gleamer for approximately $270 million.
Sphere Entertainment (SPHR) Valuation Check After Q1 Revenue Jump And Analyst Target Upgrades
Q1 earnings spotlight and why Sphere Entertainment is on investor radars Sphere Entertainment (SPHR) has drawn fresh attention after reporting first quarter 2026 results that paired higher sales with a sharply smaller net loss, followed by a series of updated Wall Street analyst views. See our latest analysis for Sphere Entertainment. The stock has cooled in recent sessions, with the 1 day and 7 day share price returns both down a little. However, the 90 day share price return of 36.79% and...
How Tennessee pays for Neyland Entertainment District, G10 garage
Tennessee will rake in revenue from Neyland Entertainment District while bearing no financial risk in the $280 million project, CFO David Miller says.
Business Intelligence Tools and Decision Making for Hospitality
The article explores how hotels can leverage data analytics and BI tools to transform operational data into actionable insights for revenue optimization and strategic decision-making.
Daiichi Sankyo Unveils New Five-Year Business Plan Focused on Oncology Leadership and Innovation
TOKYO, May 11, 2026--Daiichi Sankyo (TSE: 4568) today revealed its next Five-Year Business Plan (FY2026 - FY2030) that outlines how the company plans to deliver more than 2.3 trillion yen in oncology revenue by 2030 and be a global top five oncology company by 2035 as part of its larger 2035 Vision to be recognized as a "trusted healthcare innovator transforming the lives of people through science and technology."
Assessing ManpowerGroup (MAN) Valuation After Q1 2026 Growth Governance Changes And Business Sale
ManpowerGroup (MAN) is back in focus after a busy start to 2026, with Q1 revenue growth of 10.3%, shareholder-approved equity and governance changes, and the completed sale of its Jefferson Wells U.S. business. See our latest analysis for ManpowerGroup. The recent governance changes, dividend declaration and the Jefferson Wells sale come at a time when ManpowerGroup’s share price has shown a 7.6% 30 day share price return but a 23.3% decline in 1 year total shareholder return. This suggests...
Evaluating Cboe Global Markets (CBOE) After Q1 Earnings Beat And Business Realignment Plan
Cboe Global Markets (CBOE) drew fresh attention after first quarter 2026 results beat revenue and earnings projections, alongside a realignment plan focused on core derivatives, index products, and new prediction market initiatives. See our latest analysis for Cboe Global Markets. The earnings beat and realignment plan have coincided with strong positive momentum, with a 30 day share price return of 17.78% and a year to date share price return of 40.49%. The 5 year total shareholder return of...
Assessing Madison Square Garden Entertainment (MSGE) Valuation After Mixed Q3 2026 Earnings And Growth Initiatives
Madison Square Garden Entertainment (MSGE) drew fresh attention after reporting Q3 2026 results, with revenue of US$246.26 million, net income of US$5.11 million, and earnings per share of US$0.11 from continuing operations. See our latest analysis for Madison Square Garden Entertainment. Despite the mixed Q3 earnings, MSGE’s 1-month share price return of 10.2% and year to date share price return of 22.8% suggest building momentum. At the same time, the 1-year total shareholder return of...
GoodRx vs. Hims & Hers Health: Stagnation vs. Growth in Revenue
Quarterly filings reveal markedly different revenue trajectories and margin profiles for these two healthcare platforms. What do their latest numbers indicate?