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NEWSLETTERS
World Cup Soccer
With its quixotic, billion-dollar investment in the FIFA Club World Cup and subsequent acquisition of Serie A rights, the niche streamer is doubling down on soccer to penetrate the U.S. market. Unfortunately, it’s too little, too late.
Sundar Pichai
Julia Alexander July 2, 2025
Traffic is collapsing for publishers as the web reorients around A.I. The market is responding, too, with U.S. advertisers expected to spend over $25 billion, or about 14 percent of their search budgets, on A.I.-powered search by 2029. The good news is that people are making and consuming more media than ever—even if the business itself becomes unrecognizable.
mrbeast
Julia Alexander July 1, 2025
As it approaches an audience ceiling, the leader in subscription streaming is looking to nick a few elements of the free model to drive engagement—namely, mastering shortform, creator-made content. Easier said than done…
Kylian Mbappe
Netflix’s ultimate goal is to transcend its dominant streamer status and simply become TV, itself. That grand plan is now playing out with sports at its center, and a new partnership with France’s TF1.


Adam Lewinson
Julia Alexander June 18, 2025
A wide-ranging chat with Tubi content chief Adam Lewinson about the spectacular growth of free ad-supported streaming, how Tubi got the Super Bowl, and the surprising breakout success of Sidelined.
Alexander Zverev 2025 french open
As the dust continues to settle on the Warner Bros. Discovery partition, David Zaslav’s decision to leave live sports coverage on the curb has baffled the sports media world.
Ted Sarandos, Greg Peters, Bela Bajaria Netflix
Julia Alexander June 11, 2025
The leading streaming service is trying to crack the advertising code without cannibalizing its own 300 million-strong subscriber base. It’s kind of, sort of, working.
David Zaslav
Now that WBD’s unwieldy marriage of streaming and cable has dissolved, there will likely be instances—most notably, regarding sports—where Zaz’s interests and those of his trusted financial henchman, Gunnar Wiedenfels, who will run the spun-off Global Networks, diverge.


Neal Mohan
Julia Alexander June 4, 2025
Media executives should take a lesson from Netflix and YouTube and embrace generative A.I. with real urgency, or they’ll find themselves once again late to the party, watching other companies eat the new revenue streams.
NFL fans
Yesterday’s fine-tuned sports streaming-versus-broadcast math is rapidly becoming obsolete, with Amazon poised to take in billions more in ad revenue this year, Netflix targeting more than $3 billion, and streamers leaning into younger—albeit much smaller—audiences.
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