Friday briefing

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.

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.

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

Pixar stumbles, streamers bet on 30-min thrillers, and Netflix, Apple, Paramount shuffle key execs. TikTok fuels new aesthetics and chart-topping audio. Plus: July’s must-know events, from M3GAN 2.0 to Paramount’s merger vote. No noise—just the signal.

While Hollywood battles post-strike fatigue, the UK has quietly become the world's hottest production market with £5.6B in spending and new tax credits offering 40% cash back on indie films. We decode why savvy U.S. producers are racing to Britain – and why this window won't last forever.