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Max adds 7.2 million global subscribers in Q3: International expansion and ad revenue gains boost WBD鈥檚 position in the streaming race.

Paramount鈥檚 Q3 results reflect strong streaming growth: To attain 3.5 million new subscribers and $49 million in DTC profit, it鈥檚 leveraged cost cutting and content innovation to balance revenue pressures from traditional TV.

鈥楽tar Wars鈥� is coming back for another trilogy: Disney is likely to spend heavily, and a pipeline to streaming could bolster Disney+ revenues.

On today鈥檚 podcast episode, we discuss how GenAI is changing the customer shopping journey the most, the impact of AI agents, and how to maintain brand messaging in a more conversational universe. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, our Analyst Jacob Bourne, Vice President Suzy Davidkhanian, and Global Digital Commerce Senior Director, Strategy & Execution, Todd Hassenfelt. Listen everywhere and watch on YouTube and Spotify.

Keeping Red Seat under Tubi instead of Fox News suggests that Fox sees streaming and digital distribution as the next frontier for news, commentary, and entertainment. Red Seat鈥檚 client list provides Fox with opportunities beyond politics.

A dedicated Instagram Reels app could give Meta an edge over TikTok鈥攐r fragment its audience. If users resist another app, Instagram鈥檚 video dominance could take a hit.

Firefly AI debuts with IP-safe video generation, aiming to outshine OpenAI鈥檚 Sora. Its Premiere Pro integration could make it a go-to for professionals.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of February. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

"You're spending a lot of money. Do you know where your ads are?'" Jonah Goodhart, co-founder and CEO of Mobian, said on our "Behind the Numbers" podcast, evoking the classic PSA. Meta announced in January it would replace fact checking with Community Notes, worrying advertisers about brand safety.

YouTube is the preferred platform for podcasts, and Netflix wants in: Marketers must recognize podcasts aren鈥檛 audio-only to effectively reach consumers.

On today鈥檚 podcast episode, we discuss Meta鈥檚 AI plans, the real story behind Snapchat鈥檚 growth, and how Pinterest has evolved. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson, Senior Editor of Briefings Daniel Konstantinovic, and Senior Analyst Minda Smiley. Listen everywhere and watch on YouTube and Spotify.