Friday Briefing: Fewer Buyers, Bigger Bets
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.

Welcome back to Hollywood Signal. We’re the anti-gossip intel brief for creators and execs, distilling market data, buyer mandates, and cultural shifts into actionable signal. We remain focused on what matters: mandates, money, and market logic. Let’s get into it.
As Jurassic World: Rebirth charges into a red-hot July 4 frame, deal flow heats up behind the scenes. Shari Redstone locks her board, Trump’s suit gets settled, and Skydance’s $8.4B takeover of Paramount enters its final countdown—ushering in what may be Hollywood’s last major studio merger (our deep dive). The implications: fewer buyers, faster decisions, and a ruthless focus on scalable IP.
The Pulse
Box-Office Top 3 • Jul 5 – 10 (WTD)
Jurassic World: Rebirth
UNIVERSAL$111.5M
W-T-D
Holiday afterglow keeps the dinos stomping—$111M in six days tops the frame by a mile.
F1: The Movie
WARNER/APPLE$33.5M
W-T-D
IMAX premiums keep the wheels spinning—down just ~35% from the holiday weekend.
How to Train Your Dragon
UNIVERSAL$15.6M
W-T-D
Family four-pack keeps flying—weekday drops under 30%.
ALSO OF NOTE
Elio added just $7M across the same span—Pixar's stumble continues.
$160M
Top 3 Total
1
New Release
Healthy
Weekdays
🎯 THE SIGNAL: Mid-week numbers confirm a sturdy post-holiday hold—dinos dominate, F1 keeps pace, and family fare still bites while Pixar's original sputters.
Weekly Highlights
July 5 – 11 Roundup
BOARDROOM
RegulatorySenators Markey & Luján (Jul 10) demanded the FCC hold a full vote on the Paramount-Skydance deal, citing the recent Trump settlement as a "red flag" for newsroom independence.
→ Why It Matters: Adds political friction to a deal most observers thought was on glide-path. Timetable could slip into Q4 if commissioners stall.
MARKETING HACK
PRE-SALESSuperman Prime-Early Screenings (tickets via Amazon, Jul 8) set 2025's #1 first-day pre-sale record on Fandango.
→ Why It Matters: Retail tie-ins (Prime) plus early-access screenings are now table-stakes for blockbuster launches.
FESTIVAL RADAR
LINEUPLocarno '25 (Aug 6–16) unveiled its 221-film slate on Jul 8—headliners include Radu Jude's Dracula and Abdellatif Kechiche's long-awaited Mektoub, My Love – Canto Due.
→ Why It Matters: Late-summer fest slots now firm; buyers scrambling for final prestige pick-ups ahead of TIFF.
TOP STREAM
Too Much
#1 DAY-ONE
Netflix Rank
RECORD
Supes Pre-Sales
🎯 THE SIGNAL: Binge-lite rom-coms climb, Capitol Hill circles the Paramount deal, and blockbuster pre-sales prove early-access is the new must-have marketing hack.
Vibes 💅 — Week of 5 → 11 Jul 2025
@natastarzx Frazzled English Woman ☕ #frazzledenglishwoman #london #england #coffee #fyp #girlhood #frazzledenglishwomanaesthetic
♬ everyone one this sound is soo gorgg - jvsflm
Social Trend — #FrazzledEnglishWoman
- London’s sweltering Tube rides and a wave of Bridget-Jones nostalgia have fused into TikTok’s latest aesthetic: messy bun, lipstick-smeared coffee cups, sweat-sheen selfies. The tag shot past 68 million views since 6 Jul, and fast-fashion brands are already queuing “creased-but-cute” capsule drops.
- Why it matters: Authentic, imperfection-first styling is beating the polished clean-girl look; beauty and apparel campaigns can pivot to “perfectly imperfect” how-tos in days.
Lifestyle Shift — The “Martha-Stewart” Homestead
- Pinterest searches for vegetable garden raised bed and chicken coop chic are up +2,800 % YoY after the 83-year-old icon’s viral garden tour (8 Jul). Gen Z creators are copying her porch-to-table reels, and Home Depot’s herb-starter bundles sold out online by Wednesday.
- Why it matters: DIY-farm content is crossing into food and travel formats; brands from backyard tools to premium poultry feed can ride the wave.
Audio Cue — Jess Glynne’s “Hold My Hand” Revival
- Jet2’s feel-good holiday ad turned a 2015 UK hit into 2025’s meme soundtrack: 4.1 million new TikTok clips in five days vaulted the track to #1 on Spotify’s Viral 50 UK (10 Jul).
- Why it matters: Catalogue syncs still unlock viral reach at bargain rates; supervisors should mine 2010-era earworms before labels re-price them.
The Signal: Imperfection, homestyle comfort and nostalgia-powered audio are steering social feeds—and the budgets that chase them. Execs who tap messy-chic fashion, porch-to-table escapism and throwback hooks will stay a step ahead of mid-summer demand.
Deep Dive: Paramount x Skydance
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Why a Two-Studio Hollywood Is Weeks Away
With Shari Redstone's board safely re-elected, the Trump suit settled and a second 90-day clock now ticking, David Ellison's $8.4 billion takeover of Paramount Global is morphing from Wall Street rumor into production-office reality. Here's the playbook, the pain points and the opportunities — before "New Paramount" starts signing checks.
1 | State of Play (as of 10 July 2025)
Shareholders back Redstone: On July 2, Paramount's stockholders elected all seven directors on Shari Redstone's slate, removing the last internal veto to the merger. The very next day, Paramount settled Donald Trump's "60 Minutes" defamation lawsuit for $16 million to avoid "unpredictable" legal costs. The settlement directs funds to Trump's future library and includes no apology, wiping away a headline-grabbing dispute before the FCC rules. Politically, it's been bruising: Veteran CBS anchor Dan Rather blasted the deal as "a sellout to extortion," while Trump crowed the real value was "16 plus 16" million — a claim Paramount flatly denies.
Regulatory timer resets: On July 7, a second automatic 90-day extension pushed the deal's "drop-dead" date to October 5, 2025. The Trump-appointed FCC under Chairman Brendan Carr has signaled unusual focus on CBS News' editorial conduct and diversity policies as part of merger vetting. Carr pointedly warned that businesses seeking FCC approval should "get busy ending" any DEI practices deemed discriminatory. Paramount appears to have taken the hint: in June, co-CEOs told staff the company would stop measuring progress on DEI initiatives. Meanwhile, market signals are encouraging — on July 8, broadcasters E.W. Scripps and Gray Television announced a station-swap deal that creates new duopolies, suggesting Carr's FCC is open to aggressive consolidation. All signs point to a likely green light, barring last-minute shocks.
2
Deal Math, Distilled
Paramount-Skydance Merger Structure
SYNERGIES & COSTS
ANNUAL SYNERGIES
$2B
Half within year one from consolidating operations
RESTRUCTURING CHARGES
$1.6B
Mostly severance costs
2026 TARGET
$4B+
Annual Operating Profit
FINAL OWNERSHIP
ELLISON CONSORTIUM
69%
of combined equity
VOTING CONTROL
100%
of voting shares
TOTAL DEAL VALUE
$8.4 BILLION
Cash & Equity Combined



David Ellison, the architect; Jeff Shell, the operator; Shari Redstone, the exit strategist
3 | What Changes on Day 1
Fewer doors, faster answers: Expect a leaner green-light process collapsing Paramount's fiefdoms into three core verticals – Film, Sports/Live Events, and Premium TV/Streaming. Each division owns its P&L and reports to Ellison's team. For creators: fewer pitch meetings but faster decisions and sharper focus on franchise potential. As one executive quipped, "If you've got a 10-year roadmap, they'll hear it. If you've got a one-off, better take it elsewhere."
Linear turned license shop: Paramount's cable networks (BET, MTV, Comedy Central, Nickelodeon) will convert to largely licensing-fed outlets relying on acquired content rather than expensive originals. By folding channels into one group, Ellison aims to cut $600–700 million annually. For audiences, these networks will increasingly resemble content "licensing shops" — lots of reruns and cheap unscripted fare.
Paramount+ 2.0: Ellison views Paramount as a technology company first. Day 1 priorities include completely rebuilding Paramount+ — both interface and tech stack. Skydance quietly poached Apple engineers this spring to overhaul discovery algorithms. Improvements aim to reduce churn by ~1.5 percentage points and reach break-even by late 2026. Expect closer Pluto TV integration and potential wireless carrier bundles.
Film slate reset: The theatrical slate skews toward event titles and proven franchises. In development for 2026: new Mission: Impossible (code-named "Mission: 2050"), Top Gun: Rogue Squadron, and high-profile IMAX documentaries. Mid-budget originals shift to partner labels while core studio focuses on 6–8 wide releases yearly, heavily weighted to sequels and known IP.
4
What It Means for Creators & Buyers
Post-Merger Hollywood Landscape
WINNERS
Franchise Stewards
Writers and producers managing valuable IP will find open ears and big checks. Ellison wants 10-year plans, not one-offs.
MARVEL/DC-STYLE BUILDERSEvent-Documentary Producers
High-gloss docs for IMAX (under $15 million) following sports heroes, touring artists, and pop culture phenomena.
Third-Party Cable Content Sellers
As Paramount slashes cable budgets, independent producers of reality shows and library content will see licensing surge as channels need cheap programming to fill hours.
LOSERS
Mid-Budget Drama Filmmakers
Original films in the $20–50 million range without IP are basically endangered species. Unless serious awards contenders, Paramount will pass.
$20-50M RANGENetwork TV "Pilot Season" Hopefuls
CBS pilot orders expected to drop 25%+ as company focuses on sure bets. Fewer total projects, higher bars, and preference for straight-to-series orders based on known IP.
↓ 25% PILOT ORDERS
Niche "DEI" Ventures
Given FCC scrutiny and cost-cutting pressure, any programming serving narrow demographics without major profitability faces tough road. Experimental or inclusivity-driven projects will be hard to justify.
🎯 THE SIGNAL: Hollywood's middle class evaporates as Paramount bets on franchise tentpoles and IMAX events while starving traditional TV development.
5 | The Next Dominoes
- Lionsgate on the block? Now standalone after spinning off Starz, Lionsgate is considered "in play." Sony Pictures might feel pressure to scale up as Big 7 studios shrink to five active majors. FOMO could motivate remaining independents to consolidate.
- Local TV station roll-ups: FCC approval would signal deregulatory blitz for broadcast M&A. Companies like Tegna, Sinclair, and Nexstar could quickly strike station swaps previously barred, rearranging the local TV map.
- Streaming bundle wars: Sub-scale services may team up in "slim bundles" — talks of Paramount+/Peacock/Max combination to reduce churn and share costs. The streaming wars may end not with bang but with bundle.
THE SIGNAL: If the FCC waves this deal through, Hollywood effectively wakes up to seven legacy majors collapsing into five active buyers. Fewer studios means fewer pitch opportunities overall — but faster "yes/no" answers and ruthless focus on franchise IP. For creators: line up your best IP, lock in access to remaining buyers, and be pitch-ready by Labor Day. The town's green lights are about to turn red-hot.
Sources: Reuters, The Guardian, Axios, Variety, Bloomberg, TheWrap.
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