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A better solution would be scaling back on other ventures, such as Meta鈥檚 losing Reality Labs division and undersea cable plans. Our take: Brands should optimize local supply chains and explore service-based models when applicable to maintain profitability amid tariff disruptions. Meanwhile, consumers can turn to platforms that sell US-based inventory to manage price hikes.

Viewership of children鈥檚 cable programming declined significantly in the past decade. Nickelodeon, Disney Channel, and Cartoon Network lost more than half of their total viewership between 2016 and 2023, according to Nielsen.

鈥淭he broader economic implications, including potential slowdowns in growth and increased inflation, may further dampen advertising expenditures, especially in highly-fragmented categories like cable entertainment,鈥� said Juliet Corsinita, head of convergent video and audio at PMG. 鈥淏ut demand will be more resilient in high-demand areas like live sports.鈥�.

CEO Christopher Ruddy criticized the inefficiencies of the cable bundle and framed Newsmax as a modernized platform with revenues from advertising, carriage fees, podcasts, and streaming. Why it matters: The rise of Newsmax reflects a broader recalibration among advertisers, who are increasingly willing to spend on conservative media outlets.

TV networks rely on Netflix for distribution: A deal between Netflix and French broadcaster TF1 is a clear sign of how video power dynamics have shifted.

The rise of streaming services devastated the traditional TV bundle of cable and satellite. But as streaming services struggle to obtain profits and face pressure to grow their audiences, they鈥檙e testing out their own array of bundles. Key Question: Which streaming services have the most to gain from bundling?

In response, WBD is separating its assets into two divisions: Streaming & Studios and Cable TV Networks, a move that mirrors broader industry trends toward consolidation. As legacy media struggles, the ability to transition to streaming-first strategies will determine long-term success. The Skydance deal could redefine Paramount鈥檚 future.

Heavy sports watchers are abundant in the cohort that鈥檚 still paying for cable TV. The importance of sports in keeping the traditional TV bundle from falling apart was evident when Warner Bros. Discovery sued the NBA in July after losing its media rights. Traditional TV bundles began unraveling when shows and movies began debuting on streaming services.

Discovery spin off their cable assets, Netflix could scoop up additional pockets of demand for live programming. Sub OTT platforms are deepening ties with retail media networks (RMNs). Partnerships between streaming platforms and retailers have abounded in recent years.

Only 49% of respondents have a cable or satellite TV subscription, down from 63% three years ago. Younger generations are more likely to state they will cancel these subscriptions within the next 12 months, with 23% of Gen Zers and 18% of millennials planning to cancel compared to 8% of baby boomers.

CTV time鈥攚hich does not include traditional cable TV viewed via a CTV, but does include all forms of OTT streaming, digital pay TV, digital audio, and other apps accessed via a CTV鈥攈as risen rapidly in recent years. We project it will finally catch up with old-fashioned linear TV in 2026. Click here to view our various forecasts for US time spent with media, by device.

WBD may separate its cable TV unit, Comcast is spinning off its linear assets, and Paramount is banking on a merger with Skydance. These strategic pivots reflect the industry鈥檚 recognition that the future lies in streaming and digital offerings, not linear. Roku is continuing its focus on advertising revenues over device sales.

That could benefit larger players like Netflix and Amazon Prime Video, which offer more flexible, cost-effective alternatives to traditional cable and stand to gain from the continued migration away from linear (a trend likely to accelerate in the current macroeconomic climate).

The college football playoffs drove a 42% increase in cable sports viewing, with the National Championship Game drawing 22.1 million viewers. Prime Video exclusively streamed the NFL Wild Card playoff game, leading to the second-highest day of streaming on record at 47 billion minutes.

"Cable TV is too expensive, so we've had cord-cutting for years. Digital pay TV we thought maybe was going to be competitive. Now that's too expensive. These things are free, and they're just sitting there waiting for you," said Cramer-Flood. Reddit defies social media stagnation.

Traditional TV struggles led the company to separate its assets into two divisions: Streaming & Studios and Cable TV Networks. Looking ahead: As WBD navigates its transition from legacy media to a streaming-first future, its ability to balance profitability, content investment, and strategic partnerships will define its long-term success.

鈥淵ellowstone鈥� remained the #1 cable show, proving that select linear hits still command strong engagement. Unfortunately for Paramount, the show just ended. Films rebound:. Filmed Entertainment revenues jumped 67%, driven by theatrical hits like 鈥淪onic the Hedgehog 3鈥� and 鈥淕ladiator II,鈥� which contributed $336 million in revenue growth.

The news: Facebook is trying to attract content creators and influencers back as parent company Meta jumps into costly new endeavors like robotics and undersea cables.

As more consumers cut cable ties, YouTube could become the primary viewing platform for mass events like the Super Bowl and Summer Olympics. CTVs are also boosting YouTube鈥檚 social media features and accounted for 15% of all Shorts viewing in the US in Q4, per Alphabet鈥檚 most recent earnings call.

But what I was saying is, I guess with sports, it's a big category, because it's kind of like with cable, right? It's a proven concept because that's what we used to have with cable where people would be like, "Okay, you want basic cable, fine. Do you want the sports package? Do you want the movie package? Do you want the whatever?"

Why it matters: Fox is doubling down on diversification beyond linear and cable TV.. By integrating Red Seat into Tubi, Fox gains deeper access to the creator-driven news and opinion economy, an area increasingly competing with legacy media. Although not currently tied to Fox News, Carlson, Kelly, and O鈥橰eilly have all served as anchors on the network before.

Telecom includes point-to-point communications services, including telephone voice and data communications, two-way mobile/cellular communications services, and other nonvoice message communications services (e.g., email, fax); includes multichannel video providers on a subscription fee basis (e.g., broadcast TV, cable TV, satellite TV, telco/fiber operators, etc.).