Newsletter – July 24th, 2026

Media companies are competing to control the consumer’s entry point.

Roku is turning its home screen into entertainment and commercial inventory. Fandango is combining ticketing, reviews, streaming, and sports to convert consumer intent into habit. Disney is weighing the ecosystem value of Disney+ against the revenue available through licensing. Netflix is using AI to lower production costs while building the operational capabilities required for live programming. Spotify is reducing studio risk while increasing its control over podcast discovery and monetization.

Paramount’s pursuit of scale shows the regulatory cost of concentrating too many of those assets inside one company.

Each strategy faces the same consumer constraint. Household streaming spending has plateaued, affordability has become the leading driver of perceived value, and free services continue to raise the standard paid platforms must meet.

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The Front Door Has to Earn Its Rent

Media companies are competing to control the consumer’s entry point.

Roku is turning its home screen into entertainment and commercial inventory. Fandango is combining ticketing, reviews, streaming, and sports to convert consumer intent into habit. Disney is weighing the ecosystem value of Disney+ against the revenue available through licensing. Netflix is using AI to lower production costs while building the operational capabilities required for live programming. Spotify is reducing studio risk while increasing its control over podcast discovery and monetization.

Paramount’s pursuit of scale shows the regulatory cost of concentrating too many of those assets inside one company.

Each strategy faces the same consumer constraint. Household streaming spending has plateaued, affordability has become the leading driver of perceived value, and free services continue to raise the standard paid platforms must meet.

The Take

Owning the interface, service, or customer relationship no longer provides a sufficient strategy by itself.

Each front door must create measurable value through habit, advertising, pricing power, lower acquisition costs, stronger data, operational efficiency, or transactions elsewhere in the business.

The next phase of streaming competition will reward companies that can prove what their consumer access actually earns.

The front door has to earn its rent.

Read the Full Analysis: The Streaming Wars

World Cup Viewership Surge Fuels Streaming Signups and Rights Deals

Soccer, by far the world’s most prolific source of live televised events, is generally not considered a Tier 1 sport in the United States, or at least not one on par with football, basketball, baseball or even hockey But with the just completed 2026 FIFA World Cup producing its best global TV performance in history, shattering viewership records in North America, that might be changing fast.

According to Nielsen data released Tuesday, Fox averaged 38.9 million viewers for Sunday’s championship final match between Spain and Argentina across FOX broadcast and Fox One streaming channels. Meanwhile, NBCUniversal reported an additional 23.9 million Spanish-language viewers via Telemundo broadcast and Peacock streaming.

Fox’s coverage of the full 2026 World Cup averaged 7.74 million viewers across 104 matches, a 116% viewership increase over the 2022 World Cup, won by Argentina and hosted by Qatar.

With 2026 World Cup anticipation running high, premium streaming subscription service Fox One had, by far, its biggest signup month ever in June, enlisting around 2.8 million paid members, according to Antenna.

As Antenna also pointed out, it will be “interesting” to see if Fox One retains the lions’ share of these paid members, with NFL coverage about to ramp up in a big way on the platform starting next month.

But the World Cup’s viewership surge seems to have also accelerated a broader spectrum of dealmaking for live soccer content.

On Sunday, for example, Telemundo announced that it had acquired exclusive Spanish-language rights in the U.S. to men’s club competitions for the Union of European Football Associations. The deal runs for three seasons, starting in 2027-28.

Just a few days before that, recent NBCU spinoff Versant announced an agreement with Germany’s top pro league, Bundesliga, which will bring 300 matches a season to the USA Network and the newly enabled Fandango streaming platform, starting next month and running through 2031.

Read the Full Story: StreamTV Insider

Webinar: Winning the Content Supply Chain with Better Metadata - August 5th

As content libraries expand and streaming workflows become more complex, effective metadata is essential for moving content efficiently from ingestion to the viewer. Consistent identifiers, connected systems, and smarter automation can help organizations reduce operational friction, improve discoverability, and unlock greater value across the content lifecycle.

Key Takeaways

  • How better metadata supports the entire content supply chain

  • Practical approaches to improving discoverability and workflow efficiency

  • Where AI and automation are making the greatest impact

  • How to prepare metadata systems for continued growth and emerging formats

Join a cross-industry conversation exploring how modern metadata strategies are helping media organizations connect workflows, strengthen content discovery, and build a more scalable foundation for the future of streaming.

European Union Gives its Greenlight to Paramount and Warner's Mega Merger with Some Conditions

The European Union approved Paramount's $81 billion takeover of Warner Bros. Discovery this week, effectively clearing another regulatory hurdle for a mega merger that could vastly reshape the entertainment and media landscape worldwide.

But the greenlight comes with certain conditions.

The European Commission — which serves as the EU's antitrust enforcer — said that even with a Paramount-Warner combo, enough competitors would exist across markets like film production and streaming in its 27-nation bloc. Still, when it comes to distributing movies to theaters, the Commission warned of high concentration that could lead to "worse rental and distribution terms for cinema operators, ultimately disadvantaging consumers."

To address this, the Commission said Skydance-owned Paramount agreed to end its European Economic Area stake in United International Pictures — a longstanding venture with another major studio, Universal, that Paramount has used to distribute films in theaters outside North America. The company must end that partnership within 13 months of closing its Warner acquisition, the Commission said, and not enter any new agreements with Universal for the next 10 years.

Among other terms, current distribution of Warner films must be shifted to the same pipeline Paramount is using in these European countries. The European Commission said its approval was conditional on the company's commitments and that it would monitor their implementation, without expanding further on how that would be enforced.

Paramount welcomed the EU's greenlight, which it said represented "a major milestone" toward completing its acquisition. In a Wednesday statement, the company added that such clearances reflect how a Paramount-Warner combo "will enhance consumer choice" and create a business with a scale "capable of competing with the tech companies that have come to dominate the industry."

Read the Full Story: PBS

OTT.X BUZZ: State of Streaming – Mid-Year Review - August 12th

The streaming landscape continues to evolve as AI, live sports, advertising, platform innovation, and changing consumer expectations reshape the competitive environment. Midway through the year, industry leaders will examine the trends that have defined 2026 and discuss what organizations should be preparing for in the months ahead. decisions.

Key Takeaways

  • The biggest trends shaping the streaming industry in 2026
  • How AI, evolving consumer behaviors, and new business models are transforming the media landscape
  • The opportunities and challenges organizations should be preparing for in the months ahead
  • Expert perspectives on where the streaming industry is headed next

Hear perspectives from executives representing leading streaming platforms, technology providers, and media analysts as they explore the opportunities, challenges, and innovations driving the next phase of streaming.

Pure Flix Founder Michael Scott Teams With ‘Duck Dynasty’ Stars Willie and Korie Robertson on Faith-Based Company EKKL Entertainment

Entertainment entrepreneur Michael Scott has partnered with “Duck Dynasty‘s” Willie and Korie Robertson to launch EKKL Entertainment, a new faith-and-family entertainment platform.

EKKL, pronounced EK-UHL, is named for the Greek word ekklesia, which the founders say means a gathering of people brought together around what matters most. The company’s goal is to curate films, series, podcasts, daily devotionals, community, commerce, and travel in one connected destination.

Scott knows the community he’s targeting well having been the co-founder and former CEO of Pure Flix, a film distributor known for its work in the faith-and-family space. The company generated more than $200 million at the global box office. In addition to appearing on the reality show “Duck Dynasty,” Willie and Korie Robertson produced the Christian biographical drama “The Blind.” Zach Dasher, who has worked in podcasting, technology, and digital media platforms, is also a partner in the company.

The platform’s offerings include distributing movies and series from what it dubs “trusted storytellers,” as well as podcasts led by “authentic voices.” It will also feature daily devotionals that include Scripture readings and prayer, as well as commerce, travel benefits, and live experiences.

“After years of seeing the power of faith-and-family storytelling firsthand, I believe the opportunity now is not simply to launch another platform, but to create a trusted home where entertainment, inspiration, and community can live together,” said Scott. “EKKL is built for families who want great stories, authentic voices, and experiences that add meaning to their lives. With Willie, Korie, Zach, and this incredible group of creators, we are building something designed to meet audiences where they are — in theaters, at home, in their daily life, and in the moments that bring people together.”

“Through our own television shows, films and podcasts, our family has seen first-hand the power of entertainment to shape culture and truly change lives. We know how important a trusted home for entertainment is for families these days and are thrilled to be a part of offering that to the world through EKKL,” said Willie and Korie Robertson.

Read the Full Story: Variety

Media Play News 40 Under 40 in Digital Entertainment, Class of 2026

Our business has never been more complex. Content now moves through a global network of streaming services, digital retailers, technology platforms, data systems and distribution networks before it reaches consumers. Behind that ecosystem is a talented group of young
executives who are redefining how movies and television are marketed, managed, delivered and monetized.

The individuals featured in this year’s “40 Under 40” represent a broad cross-section of the industry. Some are driving innovation in technology. Others are building audiences, forging partnerships, managing content operations, or helping studios, distributors and platforms navigate a rapidly evolving marketplace. While their responsibilities vary, they share a common trait: an ability to make an impact well beyond their years.

As always, our honorees are presented in random order. Some were nominated by colleagues, others by their companies, and still others by industry peers who believed their contributions deserved wider recognition. Final selections were made by the Media Play News editorial team.

We congratulate this year’s honorees and look forward to watching their continued influence on the business in the years ahead.

Read the Full List: Media Play News

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