Bradley Hope

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.

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.

Superman lands, F1 holds, and Jurassic claws for premium screens—plus a crucial AI contract vote that could reshape future deals.

Legacy IP surges to $88M, but Pixar's Elio flops. Exec shakeups, TikTok hacks, and docu-events reshape summer’s media landscape.

Jurassic hits mid-week, Spielberg draws an AI red line, and streamers race to grab holiday eyeballs. We’ve got the signals that matter as July 4th reshapes the summer slate—on screen and behind the scenes.