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Friday Briefing: Profitability Now Hollywood’s Hottest Metric
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.
Jumpstart: Reserve IMAX Or You're Doomed
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.
The M3GAN Epiphany
Streaming hits 44.8% TV share—now bigger than broadcast+cable. Superman struggles, M3GAN 2.0 flops, and Max cracks down on passwords.
IP Surveillance #4
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.
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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.