Netflix’s Q2 marks a seismic shift—Wall Street now values profits over subscriber counts, redefining Hollywood’s streaming playbook. Studios, creators, and competitors scramble to adapt to the new era of sustainable, margin-driven media economics.
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Hollywood Signal is the anti-gossip newsletter for decision-makers — distilling market data, buyer mandates, and trend analytics into a weekly briefing that helps execs, producers, and creators green-light, pitch, or pivot.
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Good morning—Superman leads 2025’s box office, but the real story is IMAX. With F1 exiting, Jurassic shut out, and Fantastic Four incoming, premium screens are the summer battleground. Plus: streaming hits 46% of TV time, and Comic-Con kicks off.
Streaming hits 44.8% TV share—now bigger than broadcast+cable. Superman struggles, M3GAN 2.0 flops, and Max cracks down on passwords.
This week’s IP Surveillance tracks July 2025 standouts: near-future satire, plastic-surgery noir, cult podcasts, true-crime face-offs, and eerie memoirs—plus a new spotlight on narrative-rich indie games primed for screen. All fresh, all unoptioned.
Paramount × Skydance is nearly locked. Fewer buyers, faster greenlights, and franchise math rule the new studio playbook. Inside: who wins, who loses, and why pitch windows are closing fast.
