Latest News
Disney+ to Integrate Hulu Live TV by 2026, but Streaming Margin Excludes It
Disney will add Hulu + Live TV to Disney+ by end of 2026 to boost engagement, but the 13% streaming margin excludes that business. Investors should watch Fubo's subscriber trends.
Sky Go Upgrade Aims to Bolster Retention Ahead of Comcast Spin-Off
Sky's rebuilt Sky Go app adds full-HD streaming and remote recording for Glass and Stream customers, a retention play ahead of Comcast's planned spin-off of NBCUniversal and Sky.
DAZN Unveils $120 Timberwolves Season Pass in Test of Local Sports Streaming
DAZN sets $119.99 season pass for Timberwolves local games, a key test of its U.S. streaming strategy. The deal also gives TKO Group a stake in DAZN.
Fox's Crunchyroll Bundle: A Strategic Test for Streaming Growth
Fox's Crunchyroll bundle on Amazon Prime Video is a key test for FOX One's growth, with 97% of new subscribers coming from non-pay-TV households.
Waymo's Robotaxi Gun Incident Raises Cabin Surveillance Questions
Waymo's recent firearm incident raises key questions about how its robotaxis detect weapons, amid growing privacy concerns as the service expands.
DraftKings Faces Key Margin Test as NFL Season Kicks Off
DraftKings enters NFL Week 1 with rising volume but falling sports revenue margin, testing whether it can convert customer growth into profitability.
JLR's 4,000 Job Cuts Target 300K Break-Even, Testing TMPV Investors
Jaguar Land Rover's restructuring aims to lower its break-even to 300,000 vehicles, a level close to current sales, while the market remains skeptical of near-term gains.
Apple's iPhone Duo: $800 Premium for a Foldable Future
Apple's iPhone Duo starts at $1,999, $800 more than the iPhone 18 Pro, and ships five weeks later. The foldable offers a larger display but lacks the Pro's camera system.
FC 27 Early Access Debuts Under New Private Ownership
EA SPORTS FC 27 launches early access on September 18, marking the first major release since EA went private. The game's Ultimate Team mode faces a critical test of player spending.
Apple's Foldable Debut: Higher Price, Later Launch, Big Ambitions
Apple's iPhone Duo hits stores Oct 23 at $1,999, $99 more than Samsung's Fold8, which launched Aug 7. TrendForce projects Apple to grab 24.8% of the foldable market in 2026, narrowing Samsung's lead.
Anthropic's AI Safety Plan: Audits, Not a Training Halt
Anthropic's CEO proposes external safety audits for AI development, but stops short of a training pause, keeping cloud deals with Amazon and Alphabet intact.