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Best Buy’s 60th Anniversary Sale Has Huge TCG Deals, but Amazon and TCGplayer Have Even Better Discounts on Pokémon and MTG Right Now
Save on Pokémon, MTG, and Disney Lorcana in Best Buy’s 60th Anniversary Sale, plus compare prices against top deals on Amazon and TCGplayer.
Disney sues US regulator, claiming political retaliation over ABC stations
FCC faces scrutiny as Disney claims licence renewal order is tied to political motives against ABC's coverage.
Disney sues FCC over broadcast licenses challenge, claims ‘Kimmel’ retaliation
Disney filed the lawsuit Tuesday
Disney sues FCC over broadcast licenses challenge, claims ‘Kimmel’ retaliation
Disney filed the lawsuit Tuesday
Disney sues FCC over broadcast licenses challenge, claims ‘Kimmel’ retaliation
Disney filed the lawsuit Tuesday
Disney sues FCC over broadcast licenses challenge, claims ‘Kimmel’ retaliation
Disney filed the lawsuit Tuesday
Fan-favorite Disneyland entertainment to return in 2027
Calling all dreamers! Disneyland has shared details about its 2027 entertainment lineup, including the return of several fan-favorite experiences. Here’s what guests can expect next year. The night…
D23 2026 Disney Entertainment Showcase: Celebrity Style [PHOTOS]
Sadie Sink, Anne Hathaway, Samara Weaving, Andra Day and more hit the red carpet for the next chapter of Disney entertainment.
The ultimate Disney fan event 'D23' held up to the hype
Entertainment reporter Joelle Garguilo recaps the event.
D23 live updates: From movies to theme park rides, here's everything announced at Disney fan event
If you missed the biggest announcements at Friday night's Disney Entertainment Showcase, we have you covered!
Best Entertainment Stocks To Keep An Eye On
Walt Disney, Verizon Communications, Spotify Technology, FOX, SEA, Roblox, and Autodesk are the seven Entertainment stocks to watch today, according to MarketBeat's stock screener tool. Entertainment stocks are shares of publicly traded companies involved in producing, distributing, or delivering e
Disney Games Lays Out Vision for Future of Digital Entertainment at D23
Disney Games showcased its vision for the future of interactive entertainment at D23, with updates on 'KINGDOM HEARTS IV,' 'Marvel’s Wolverine,' and a new Fortnite experience inspired by Millennium Falcon: Smugglers Run.
Robert Downey Jr. returning as Iron Man in new ‘Avengers’ project with Disney
Robert Downey Jr. returning as Iron Man in new Disney project at Disneyland, where an ‘Avengers’ ride will unite him with Anthony Mackie, Chris Hemsworth, and Jeremy Renner.
Harrison Ford returning as Indiana Jones in new Disney project
Harrison Ford will return as Indiana Jones inside Disney World’s new Animal Kingdom ride based on the film series. The ride replaces Dinosaur, which closed ahead of a new Tropical Americas land.
Disneyland brings back classic entertainment for 2027
‘Remember… Dreams Come True,’ Magic Happens and the original ‘World of Color’ return next year.
Beloved Entertainment Returns to Disneyland Resort in 2027
Fan-favorite Disneyland entertainment returns in 2027, including Remember... Dreams Come True, World of Color, and Magic Happens.
Can’t-Miss Sneak Peeks and Incredible Exclusives from the Disney Entertainment Showcase at D23: The Ultimate Disney Fan Event
The Disney Entertainment Showcase brought the magic and memories as fans were treated to a bona fide spectacle of announcements and exclusive reveals.
D23: Marvel hypes 'X-Men' cast but Disney nostalgia reigns
The biggest announcements and takeaways from Disney's D23 showcase on upcoming film and TV projects from Marvel, Star Wars, Pixar and more.
Disney's Oswald the Lucky Rabbit is getting his own TV miniseries
Oswald is older than Mickey Mouse.
‘The New Simpsons Movie’ gets a sketchy 1st look from Disney
The Mouse House showed a rough sequence from the upcoming film during the studio's D23 showcase. Watch it now.
The Bluey Movie teaser shows Keepy Uppy in Disneyfied CG.
The good news: The beloved children’s series is coming to the big screen! The bad news: The charming 2D animation has been replaced with some bland 3D computer animation. And knowing Disney, we’ll probably get a soulless “live action” remake in about a decade. [Media: https://youtu.be/zZqTUZGMzpw]
Kingdom Hearts' first-ever anime TV series coming to Disney+
The popular Square Enix video game starring Mickey Mouse and friends is getting a TV show.
'X-Men' cast, release date revealed at D23
Maya Boyd, Inde Navarrette, Samara Weaving, Christopher Abbott, Kit Connor, Jake Schreier, Sadie Sink and Kevin Feige, President, Marvel Studios, speak onstage at the Disney Entertainment Showcase at D23: The
Best Disney+ deals and bundles: Best streaming deals in August 2026
Catch the best from Marvel, Star Wars, and more with these Disney+ deals and bundles.
D23 2026: Disney Reveals What’s Next in Entertainment
At D23: The Ultimate Disney Fan Event, CEO Josh D’Amaro welcomed fans as Disney unveiled exclusive first looks, major announcements, and upcoming entertainment releases.
Adam Driver will play Mister Sinister and Inde Navarette will go Rogue in Marvel’s ‘X-Men’ reboot
Adam Driver will join the Marvel Cinematic Universe as Mister Sinister in Disney and Marvel's “X-Men” reboot.
New 'Avengers: Doomsday' trailer drops at D23 featuring Robert Downey Jr. and more
A new trailer for the highly anticipated "Avengers: Doomsday" was unveiled on Friday at the D23 Disney Entertainment Showcase.
D23 live updates: Exclusive trailers shown for new movies, shows
Meet Clay and Mooshy from Disney's "Clay," starring Kieran Culkin. This concept art shows the new film, hitting theaters November 2028.
‘Game of Thrones’ star Rory McCann steps in for the late Ray Stevenson in ‘Ahsoka’ season 2 first look
Three years after ‘Ahsoka’ star Ray Stevenson’s death, Disney has unveiled the first look at Rory McCann taking over the role of Baylan Skoll.
First-look ‘Tangled’ footage shows off Rapunzel costume and Mother Gothel’s grin
Disney revealed at D23 first-look footage for its live-action ‘Tangled’ movie, including costumes worn by Rapunzel, Flynn Rider, and Kathryn Hahn’s Mother Gothel.
The Incredibles 3 Confirmed as Disney Kicks Off D23 Entertainment Showcase
Violet, Dash and Jack-Jack will be the stars of the third Incredibles movie.
The Incredibles 3 Confirmed as Disney Kicks Off D23 Entertainment Showcase
Violet, Dash and Jack-Jack will be the stars of the third Incredibles movie.
D23 live updates: 'Kingdom Hearts' series coming to Disney+
An extended D23 exclusive clip from the upcoming film, "Gatto," was shown during the Disney Entertainment Showcase.
Disney's D23: All the movies, TV series and more announced so far
This year's event, which is being held at the Anaheim Convention Center from Friday to Sunday, is bigger than ever.
D23's Disney Entertainment Showcase: Anna Hathaway Surprises Crowd, 'Incredibles 3' & 'Coco 2' Announced
A look at what the studio has to offer next.
D23 live updates: Disney Entertainment Showcase now underway
Dana Walden gave "The Simpsons" fans a sneak peek at a new film that will be released in September 2027.
D23’s Disney Entertainment Showcase: Anna Hathaway Surprises Crowd, Announces ‘Incredibles 3’ & ‘Coco 2’
A look at what the studio has to offer next.
Destination D23 2026: Movies news from Disney
Follow live updates from the D23 Disney Entertainment Showcase, with news from Marvel, Star Wars, Pixar, Disney television and more.
Disney D23 2026 Entertainment Showcase: Every Major Announcement (Updating Live!)
Follow our live coverage of the Disney D23 2026 Entertainment Showcase. We are tracking every potential announcement, trailer, and exclusive from Marvel, Star Wars, Pixar, and more.
'Incredibles 3' puts superkids Dash and Violet in control
ANAHEIM, Calif. — Pixar is still embracing sequels, giving a first look at "Incredibles 3," "Coco 2" and more on Friday, Aug. 14 during D23: The Ultimate Disney Fan Event.
Disney Dreamlight Valley Reveals Expansion, Including Oogie Boogie, Hannah Montana and More
Disney Dreamlight Valley reveals details on its next expansion, including Oogie Boogie, Lilo, Hannah Montana and more.
Walt Disney vs. Roku: Comparing Revenue Trends for These Entertainment Giants
Disney's flat revenue masks a 22% operating margin, while Roku's steady growth comes at just 11% — a profitability gap that reframes the growth story.
Disney CEO Josh D'Amaro Says ABC Is 'Not Going to Be Told How to Run' Its Business Amid FCC Fight
"We're going to stand up to what we believe is journalistic integrity," the Disney CEO tells CNBC
D23 Expo 2026 Entertainment Showcase: Every Disney Movie & TV Show Announcement (Live Updates)
Disney's D23 Expo is happening in Anaheim, California, and we have all the movie and TV show details from the Disney Entertainment Showcase, updated live.
D23 live updates: Here's every major announcement from Disney's ultimate fan event
From newly announced movies to rides coming to a Disney park near you soon, we have all the live updates from D23: The Ultimate Disney Fan Event.
D23 live updates: Here's every major announcement from Disney's ultimate fan event
From newly announced movies to rides coming to a Disney park near you soon, we have all the live updates from D23: The Ultimate Disney Fan Event.
Kingdom Hearts Is a Billion-Dollar Franchise, Disney Declares Ahead of Hotly Anticipated D23 Panel
Kingdom Hearts is one of nine billion-dollar franchises Disney has under its video game banner.
D23 Entertainment Showcase start time (by time zone), runtime, and what to expect
San Diego Comic-Con 2026 may have come and gone in a heartbeat, but the era of breaking announcements is just getting started. Disney has many franchises and pr
D23 Expo 2026 Entertainment Showcase: All Disney Announcements (Live Updates)
We're live at 2026's D23, bringing you all the latest news and updates from Disney.
Kingdom Hearts Is A "Billion-Dollar" Franchise, According To Disney
Square Enix is currently working on the fourth game
How Games Are Helping Shape Disney’s Next Chapter
Disney Games is now part of Disney Entertainment, giving fans the chance to move beyond watching their favorite stories and become active participants.
ArtBeat: Arts & Entertainment Showcase
Your weekly guide to East Tennessee arts, music, theater and entertainment. Aug. 13-19, 2026 On Stage Taylor Made (A Tribute to Taylor Swift) – Bijou Theatre, 7 p.m. Aug. 15. Tickets start at $25. Summer Movie Magic: “Disney’s The Parent Trap” – Tennessee Theatre, 2 p.m. Aug. 16. Summer Movie Magic: “Legally Blonde” – Tennessee […]
Dr. Scott Terrell Named Vice President, Animals, Science and Environment for Disney Experiences
Disney Experiences has appointed Dr. Scott Terrell as vice president of animals, science and environment in Lake Buena Vista, Fla., effective 3 August.
Everything to know about Disney's ultimate fan event
Disney fans, assemble! Here's what to know about Disney's ultimate fan event in Anaheim, California.
Everything to know about Disney's ultimate fan event
Disney fans, assemble! Here's what to know about Disney's ultimate fan event in Anaheim, California.
Everything to know about Disney's ultimate fan event
Disney fans, assemble! Here's what to know about Disney's ultimate fan event in Anaheim, California.
Bob Iger and Josh Kushner to buy the Lakers
In a statement, former Disney CEO Bob Iger and venture capitalist Josh Kushner said they "were deeply honored" by the opportunity.
Watch Disney Entertainment Television's Multiplatform Commemoration of the 25th Anniversary of September 11, 2001
Disney Entertainment Television unveils powerful multiplatform commemoration of the 25th anniversary of September 11, 2001.
Greensburg’s Ian Kintigh claims 2 International Sport Kickboxing Association world titles
Ian Kintigh has gone from feeling pain from the slightest touch to kicking through boards. After finishing second in the world two consecutive years, Kintigh broke through in 2026, taking home two International Sport Kickboxing Association world championship titles in July at Disney’s Coronado Springs in Orlando. More than 9,000
D23 - Disney Entertainment Showcase Disney+ Predictions
On the evening of Friday, 14th August 2026, Disney takes over the Honda Centre for a two-hour-long Disney Entertainment Showcase
Disney Topps Cards and Lorcana Drive Big Business for Company
From collectible card sets by Topps to card games by Hasbro and Ravensburger, the entertainment giant has found a growth business in a mature consumer products world.
'Wonder Man' Showrunner Andrew Guest Speaks Out on Disney Cancellation
Andrew Guest posted a TikTok video saying he had already written the first episode of Season 2 when the decision came down.
Take Action: Stand with the Disneyland Entertainment Cast Members! | New York City Central Labor Council, AFL-CIO
The Character and Parade Cast Members who help bring the magic of Disneyland to life have been bargaining for their first union contract since October 2024. While there has been some progress at the negotiating table, Disneyland management will not come to terms for a deal. In fact, management is now trying to eliminate worker benefits!
PwC cancels Disney World trip for US summer interns
The Big Four firm PwC has cut a 20-year tradition of taking summer interns to "The Happiest Place on Earth."
EXCLUSIVE: Outgoing Walt Disney World President Jeff Vahle reflects on 36-year career
Jeff Vahle retires after 36 years leading Walt Disney World, handing the presidency to Joe Schott as the resort pursues a $17 billion investment plan.
Media Mogul Tom Rogers sees trouble in Disney's ad business
Tom Rogers, Versant Media senior advisor, joins 'Fast Money' to talk Disney earnings and AI usage in Hollywood.
Disney's CEO confirms it's exploring free streaming
Disney is looking at moving into free streaming, CEO Josh D'Amaro said, confirming a July report from Business Insider.
Disney Ups Quarterly Entertainment Profit 64% to $1.68 Billion, Revenue Up 6% to $11.3 Billion
Disney Aug. 5 reported total entertainment revenue of $11.34 billion in the third quarter (ended June 27) from $10.7 billion in the previous-year quarter. Operating income skyrocketed 64% to $1.68 billion from $1.02 billion in the prior year period. Operating income growth was driven by streaming profits for Disney+ and Hulu, strong box-office returns from … Continue reading "Disney Ups Quarterly Entertainment Profit 64% to $1.68 Billion, Revenue Up 6% to $11.3 Billion"
Disney's strong quarter driven by 'Toy Story 5' and the draw of its US theme parks
Disney’s solid third quarter was driven by a $1 billion box office haul from “Toy Story 5” and the draw of its U.S. theme parks that helped to offset continued weakness from international...
Disney's strong quarter driven by 'Toy Story 5' and the draw of its US theme parks
Disney managed a solid showing in its third quarter, bolstered by movies like “Toy Story 5” and ongoing strength from its U.S. theme parks that made up for continued weakness from international tourism.
Disney's strong quarter driven by 'Toy Story 5' and the draw of its US theme parks
Disney managed a solid showing in its third quarter, bolstered by movies like “Toy Story 5” and ongoing strength from its U.S. theme parks that made up for continued weakness from international tourism.
Disney's 'Toy Story 5' fuels streaming business and merchandise sales for June quarter
Disney said the blockbuster success of "Toy Story 5" extended beyond the box office for the June quarter, as the hit film fueled sales of merchandise, added to engagement on the Disney+ streaming service, and attracted more visitors to its theme parks.
Disney Streaming Q3 2026 Earnings, Parks AI Tool Use
Disney touted the success of "Toy Story 5" when it reported its latest quarterly earnings results for the June 2026 quarter.
TikTok Videos Coming to Disney+ in Deal Between Companies
Creators on TikTok will get access to Disney photo and video assets if they opt-in to the program, with their videos living on both platforms.
Disney Consumer Products Division Moves Under Company's Studios Umbrella
Disney is moving its powerhouse Consumer Products division from the Experiences division to Disney Entertainment, specifically under the company's Studios umbrella.
Disney Moves Consumer Products to Studios
Disney is restructuring its Consumer Products division, moving operations from Experiences to Entertainment Studios in October.
MrBeast Sales Slow, Angel Stock Falls, MUBI and Neon Look for Hits, and Will an NBA Franchise Set a Sales Record?
(Welcome to the Entertainment Strategy Guy, a newsletter on the entertainment industry and business strategy. I write a weekly Streaming Ratings Report and a bi-weekly strategy column, along with occasional deep dives into other topics, like today’s article. Please subscribe.) You probably remember egg prices spiking a few years ago. This led to a lot of debate between the pro-market/pro-competition/antitrust/Neo-Brandesian crowd and the center/center-right/center-left/abundance/libertarian crowd over the cause, whether it was the avian flu outbreak or whether industry consolidation led to price fixing, using avian flu as a convenient cover. Basel Musharbash wrote a whole investigation at BIG looking at it. Well, two years later, we have our answer: it was price fixing. The Justice Department found proof, via emails, of price fixing. Indeed, just the threat of an investigation brought prices down two years ago: I bring this up because at least half a dozen of my favorite political writers and pundits, who were skeptical about price fixing at the time, haven’t written any mea culpas on this issue. It’s really dispiriting and makes it much, much harder to trust their work on other issues. If you take a hard stand on an issue, then you get it wrong, you need to explain how and why you got it wrong. Or update your priors. This is how epistemological bubbles are formed! All of which is to say, it’s time for another installment of “What I Got Right, What I Got Wrong”. Last issue, I mostly focused on the “wrong” side of the equation, so today’s is a bit more balanced, but with one big mea culpa (though I still stand by my original concerns). Let’s dive right in! Subscribe CORRECTION: UFC Didn’t Release Subscriber Data (But Seems to Have Bragged About It Internally) In my analysis of the viewership of UFC Freedom 250, I wrote... “Paramount has also released datecdotes bragging about their subscriber numbers. Earlier this year, they claimed that the first UFC fight on Paramount+ brought in 1 million subscribers.” Well, that datecdote did not come from a PR rep, but from great reporting from James Faris at Business Insider. The actual quote was this: “Paramount’s flagship streaming service generated about a million new subscribers on the day of its first-ever UFC event, Paramount product chief Dane Glasgow told employees in a town hall on Tuesday morning, three staffers who attended the meeting told Business Insider.“ This wasn’t the biggest goof in the world; even Faris emphasized to me that this is more a “clarification” than a correction. Still, it sounds like, internally, the folks at Paramount were very happy about this result—and I’m guessing they were happy with this news getting out—even though the gains didn’t last through the quarter, dropping to 700K adds. RIGHT: MrBeast’s Struggles Continue... I’m very skeptical about MrBeast’s burgeoning media “empire” and, in particular, its $5 billion valuation, as I wrote earlier this year and last year. Sure enough, according to Business Insider, regarding its “booming” consumer products division_:_ “US sales volume grew 13% year-over-year in 2025, following a 33% leap the previous year, according to a presentation deck dated May 2026....A February 2025 investor deck viewed by Business Insider showed Feastables’ net revenue more than doubled in 2024 from 2023, to $215 million, and was forecast to grow 74% in 2025, to $375 million.” [Emphasis mine.] If you told investors that you projected 74% growth but delivered 13%,1 that’s not ideal. But it’s not just MrBeast. Logan Paul and KSI’s Prime had sales drop in half for their energy drinks. It’s one thing to build a successful entertainment company and an entirely different thing to succeed in the heavily-consolidated-but-also-very-competitive consumer packaged goods space! CPGs are dominated by a few firms with very wide moats compared to YouTube, which has few barriers to entry. These businesses require different skill sets and have completely different business environments. WRONG: Does the NBA Have an $8 Billion Bidder? Almost as soon as I published my article about the NBA’s finances, casting skepticism on NBA expansion, I saw this Front Office Sports headline: One group “claims to have already raised $8 billion” for the Vegas expansion team. I mean, wow. That’s just $2 billion less than what the Los Angeles Lakers were valued at when they were sold just last year. And they’re arguably the most popular team in the NBA. (Side note: the new owner is now under an investigation for fraud in how he went about financing the Lakers and the Dodgers purchases.) So much for the “dried up” language I used in that article. (This is why I usually stick to my “Entertainment Nuance Guy” tone in articles...) I went off old information—from April, when I read/heard about the NBA downplaying expansion efforts—instead of doing a quick double-check for new news. That said...if you read the article, the market for Seattle is “slow”, with just one reported bidder. So I wasn’t entirely off. This goof has annoyed me since I first published it, mainly because it undercut that article’s real point, which I stand by: NBA franchises are really overvalued right now. Now, I get why NBA teams are overvalued. When it comes to owning sports teams, it’s basically never wrong to assume that some rich person somewhere will care more about owning a team (or just being part of a group since they’re so expensive) than the actual financials. There are only so many teams to own, and opportunities to buy in preferred markets don’t come along very often. This explains why the teams sell for such high multiples (usually above a 10 to 12.5 revenue multiple, which is very high). You only need one person to overpay! Beyond the ultra-wealthy luxury good explanation, I worry NBA teams are becoming speculative assets. More and more private equity investors are buying into NBA teams. But the value, in owning a team, comes from selling it later, not any meaningful relationship to revenue or profit growth. In other words, the newer NBA owners are increasingly expecting someone later to buy their inflated asset. That’s not sound economics; that’s the “greater fool” theory at work.2 At some point, actually making money has to matter. Especially since revenue growth is now below the growth of the stock market. (And this matters because the NBA doesn’t have easy levers to pull to drastically lower their costs—half of their revenue has to go to players and then you actually have to run a team, including coaching, training, travel, media expenses, and more—or raise revenues aside from one-off expansions in America and overseas.) I just don’t see how investors make their money back buying NBA teams, except for selling at a higher price later on down the line. But if revenue/profit growth continues to slow, at some point, someone will be left holding the bag. RIGHT: Baseball and Basketball are about equally popular. Related to the above, I wanted to cite two quick pieces of evidence for one of my other theories: that the NBA and MLB are about as popular as each other, but the NBA gets much, much better media coverage. One YouGov survey has that fans prefer basketball to baseball by 52% to 48%, which I’m guessing is within the margin of error for that poll. That’s virtually even, meaning they’re about the same popularity. Over on NBC, a recent Red Sox-Yankees game averaged 4 million viewers, higher than Sunday Night Basketball’s average of 3.4 million on the same network. A Yankees-Dodgers game averaged 3.9 million two weeks ago. Not every game averages this much, but it shows you that baseball isn’t far off from basketball, depending on the matchup. Altogether, the NBA is just slightly more popular than baseball, but NBC is paying MLB a fraction of what they pay the NBA, a point I’ve made before. RIGHT: Angel, MUBI and Neon Updates... I’ve long been skeptical about many of Hollywood’s buzziest startups/smaller indie studios. It’s not that they don’t make great movies—films like Anora and Everything Everywhere All at Once are amazing—or that they’re not (rightfully) pushing the majors to make better films, but...they get a ton of hype, and that hype often doesn’t live up to the reality or difficulty in scaling up. Starting with MUBI, well, The Wall Street Journal wrote a feature on MUBI’s struggles last April, best summarized by the subheader “After Sequoia valued Mubi at $1 billion, a left-wing revolt sent the indie film company into a tailspin”. MUBI lost $7.3 million on $200 million in revenue in Q4 2025, but reportedly hit a record 1.7 million subscribers at the end of Q1. As for Neon, Department M purchased a “significant stake” in the company earlier this year. How much is that “stake” worth? According to Deadline, “No financial figures for the Neon-Department M deal were disclosed.” So...that’s not great! If it was a big valuation, we’d hear about. Also, I found this curious: “Both Neon and Department M already have separate partnerships with Qatar. The Qatar Film Committee has a slate deal in place with the former, and a biopic production pact with the latter.” Color me skeptical about much Middle Eastern investment dollars. See: LIV Golf. Finally, as for Angel (formerly Angel Studios), their stock very, very slightly popped last month after Young Washington ($20 million budget) which made $45 million in the US, but their stock is still way down from its opening. Smaller Updates RIGHT: The WGA should focus on antitrust concerns! I’ve been on this for years. Post-WGA/AMTPT deal in 2023, I wrote an article for the Ankler calling on the WGA to focus and organize against industry consolidation. Sure enough, the WGA filed a lawsuit against the Paramount-WBD merger, and people are organizing around this issue now. I wish this energy had coalesced earlier (specifically to lobby Washington much earlier), but better late than never! WRONG: Actually, the chip shortage might be due to market manipulation. In my last “Long Reads for the Long Summer” article, I shared an article about how LLMs are causing memory chip prices to spike, which will make all electronics more expensive. Well, turns out, three RAM manufacturers control 90% of the market, and now a private lawsuit accuses them of price-fixing. So yeah. WRONG/UPDATE: The Odyssey will hold! Two weeks ago, I wrote, “As of this moment, we haven’t had a super-blockbuster, though The Odyssey, Spider-Man: Brand New Day and Avengers: Doomsday could all cross the $500 million mark. (At this point, The Odyssey would need a very strong hold to get there.)” Well, it’s safe to say it’s going to have that hold! It only dropped 30% in weekend two and IMAX screenings are sold out all month. Spider-Man: Brand New Day is also off to a great start. RIGHT: People are rushing to get shows out yearly. I’ve long been bullish on yearly, weekly-released shows, and Leslie Goldberg at The Ankler wrote about how many people in town are now listening. WRONG: Mark Carney reverses Canada’s stance on homegrown production. After writing about Canada installing domestic production quotas, Canada has backed off. WRONG: I don’t trust Spider-Man: Brand New Day’s online “views”. When I originally wrote about the latest Spider-Man film’s record-breaking trailer, I thought this was just YouTube views, but after watching this Corridor Crew video and doing more research, well, it’s all social views of the trailer globally. Really? That stat includes TikTok, Reels and YouTube Shorts views. Basically, I don’t trust it anymore. (This film will probably set record, but I trust the pre-sales data more.) RIGHT: Celebrity Production companies are still struggling. I’ve written about this for years, but the company that I didn’t track was Kevin Hart’s HartBeat, which was valued at $650 million but is struggling now and might just end soon, especially after Kevin Hart pulled his endorsement deals. And Bad Robot is moving to NYC. CORRECTION: SpongeBob is a “second run” title. In my 2025 recap article, I had _SpongeBob SquarePants_labelled as a “library” title, when it is still a “second run” show, with new episodes still coming out on Nickelodeon. CORRECTION: In my last “What I Got Right, What I Got Wrong” update, I offered a correction from Doug Creutz and misspelled TD Cowen. Thanks, Grammarly! 1 Though he could have increased prices to make up for the gap, he couldn’t have increased them that much. 2 There’s a theory, which I think that Daryl Morey created and Bill Simmons popularized, that, to be successful building your team, you only need a handful of bad GMs in the league to take advantage of. To be clear, Daryl Morey’s theory was also for signing bad contracts, that you could always get out of bad contracts. Basically, there’s always someone who will make a bad trade. It’s not the same exact thing, but similar enough to the Greater Fool Theory that I really like it.
Best Entertainment Stocks Worth Watching
Roblox, Verizon Communications, Spotify Technology, Walt Disney, and Electronic Arts are the five Entertainment stocks to watch today, according to MarketBeat's stock screener tool. Entertainment stocks are shares of publicly traded companies involved in producing, distributing, or delivering enter
The Streaming Bubble Keeps Popping
(Welcome to the Entertainment Strategy Guy, a newsletter on the entertainment industry and business strategy. I write a weekly Streaming Ratings Report and a bi-weekly strategy column, along with occasional deep dives into other topics, like today’s article. Please subscribe.) One of my rules is “never bet against PE [private equity]”. This isn’t to say that I agree with their methods or tactics or strategies or financial innovations (aka shenanigans). Just that in the long arc of financial history, they’ve tended to return very good returns to their shareholders. That said, their forays into entertainment have left me...skeptical. I’ve written before about PE’s production company/celebrity production company roll ups, and those haven’t really worked out. Some PE groups tried to “roll up” an industry that isn’t “roll-up-able” for lack of a better term—since the barrier to entry for starting a production company is very low—often paying top dollar for celebrity production companies at the height of streaming valuations. So yeah maybe we can bet against PE when they venture into filmed entertainment. I’ve also noted that studio lots seemed to be a bubble back in 2022. Sure enough… Yikes! That sure sounds like some private equity guys lost some money. The only caveat being that holding a lot of land in Los Angeles is always valuable. But that wasn’t the pitch and likely real estate investment companies overpaid for said land. I mean, Goldman Sachs had to repossess it after all. (Technically, I’m not sure these buyers were traditional private equity, but PE was buying LA studio lots earlier this decade.) All to say: I call out bubbles when I see them, and they often pop. Anywho, my most famous bubble call was the “streaming bubble”, specifically that the major streamers were making too many shows and films. And that it could all come crashing down. Notably, I made this call before the strikes of 2023, but those strikes potentially accelerated the popping. And now it has indeed popped. One of my most popular articles of last year made that exact case. A year later, it’s time to update that analysis. The bottom line is that the streaming contraction continues. Credit where credit is due, Luminate—an analytics company whose data I use weekly in my streaming ratings report—called this out in a recent report I saw highlighted in both Bloomberg and The Hollywood Reporter. But I’m adding my data to their look, including streaming films and kids TV shows. I’ll also provide some other data that all tells the same picture. Let’s dive in! Subscribe The Number of Streaming TV Shows, Films and Specials Is Declining AGAIN in 2026 Let’s get right to the data, starting with my dataset. Specifically, each week I track every “notable” title to come out on streaming. I try to grab every title on every major streamer, meaning if it’s a first run or original or exclusive, I track it. This helps me call out the “dogs not barking” and the misses/flops each week. So that will be our first series of charts, my weekly collection data. Let’s start with the raw TV show, film and special data, by week. Note: As the years have gone by, I have actually added more sources (going from just one source to five sources) to find new titles, meaning that this data collection is, likely, more accurate now than in the past. Which means my team and I are more likely to have undercounted titles in the past rather than today. I like to cut the data several different ways. Here’s that same look, by quarter, to more sharply show the trends: And here’s the data just looking at the first half of each year. That’s the same data, just cut three different ways with three different time periods. Note that films, TV shows, and specials are all down by 25%, 42% and 17%, respectively, from 2022. The good news is that the number of films and specials actually increased year-over-year from 2025 to 2026, but not enough to offset the 25% decline in TV shows. Now, I also look at kids shows, and here they are pulled out on their own: And here’s that by quarter: This really seems to be a notable area of pullback by the streamers. Kids shows are down 80% from 2022. This reflects some formerly Disney+ shows going to cable TV first, but also pullbacks from HBO Max, Prime Video and Netflix. I also categorize the TV shows by English language and non-English language, and that also reveals a lot of where the drop comes from: And here is by the half-year: In this look, the good news is the drop for English language shows seems to have stabilized in the last year. But the bad news is the long term decline from the 2022 peak. Other Data So I wasn’t the only person to notice this decline in the number of shows. I have a few other data sources for this, though most only go through the end of 2025. As I said, Luminate beat me to the punch, so let’s look at their data. We’re just getting started with this issue, but the rest is for paid subscribers of the Entertainment Strategy Guy, so if you’d like to find out… What TV loss streaming didn’t make up for... How Netflix has changed their programming slate over time… Ten more images charting the decline of production... What type of films aren’t being made anymore... The good news (for movie theaters)… And more... ...please subscribe! We can only keep doing this great work with your support.
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