Would You Rather: Spend $18B on Shows or $22B on Roku?

Would You Rather: Spend $18B on Shows or $22B on Roku?

Would you rather spend $18 billion a year on content like Netflix does, or $22 billion once to buy the remote? That’s the bet Fox Corp. is making with its blockbuster acquisition of hardware and distribution behemoth Roku, a deal that suddenly turns the home of Fox News, Fox Sports, Tubi, cable channels and a broadcast network into one of the most unconventional combatants in the Streaming Wars. While Netflix continues to flex its massive annual content budget, Fox initially sat out the arms race, buying Tubi in 2020, investing in creators, AI-fueled microdrama company Holywater and podcast company Red Seat Ventures. Now, as a combined Tubi-Roku puts Fox behind only YouTube and Netflix in TV viewing share, Elaine Low, Sean McNulty and Natalie Jarvey declare the winners and losers — including what the executive shakeout might look like inside — why Wall Street isn’t fully sold and how this repositions Fox in the entertainment landscape. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Avsnitt(282)

Private Equity Has Billions Ready for Hollywood. Who Gets It?

Private Equity Has Billions Ready for Hollywood. Who Gets It?

“Everyone has dry powder for sports,” Ashley Cullins heard while reporting her recent look at the private equity firms circling Hollywood. It’s a truism Bob Iger and Josh Kushner‘s Thrive Capital prov...

13 Aug 34min

How Zendaya & Tom Holland Won Summer; Ellison on the Defensive

How Zendaya & Tom Holland Won Summer; Ellison on the Defensive

It’s been a while since Hollywood has seen a power couple quite like Zendaya and Tom Holland. With Spider-Man: Brand New Day and The Odyssey, the newlyweds helped drive more than $2 billion (and count...

6 Aug 37min

The Waiting Game at WBD; SpaceX’s L.A. Mansion Rush

The Waiting Game at WBD; SpaceX’s L.A. Mansion Rush

What a difference a month makes. With Paramount’s bid to buy Warner Bros. Discovery now in limbo, 35,000 Warners staffers have plenty of time to reconsider their options. Could HBO chief Casey Bloys o...

30 Juli 32min

BONUS EP: California AG Rob Bonta on the Coming Paramount Trial: 'We're Not Talking Settlement'

BONUS EP: California AG Rob Bonta on the Coming Paramount Trial: 'We're Not Talking Settlement'

What could Paramount Skydance do to make a dozen attorneys general drop their lawsuit against the Warner Bros. Discovery merger? Sell off CNN? Paramount Pictures? According to California Attorney Gene...

28 Juli 13min

BONUS EP: Paramount’s Looming Debt Bomb — With Analyst Robert Fishman

BONUS EP: Paramount’s Looming Debt Bomb — With Analyst Robert Fishman

David Ellison may be calling Paramount’s agreement to delay its $111 billion Warner Bros. Discovery acquisition a “significant win.” Wall Street appears less convinced. Paramount Skydance shares sank...

27 Juli 45min

Why A24 Wants Letterboxd — and the Impossible ‘Odyssey’ Ticket

Why A24 Wants Letterboxd — and the Impossible ‘Odyssey’ Ticket

Who’s buying Letterboxd? The social media platform, prized for its Gen Z audience and movie fan bona fides, is on the market for a rumored $250 million — with multiple studios circling. Dealmakers col...

23 Juli 28min

BONUS EP: Rob Bonta: How We Plan to Kill the Paramount-WBD Deal

BONUS EP: Rob Bonta: How We Plan to Kill the Paramount-WBD Deal

States, 1. Paramount, 0. The $111 billion Paramount–Warner Bros. Discovery merger has hit its first real wall after a coalition of 12 states won a temporary restraining order blocking the deal. And Ca...

21 Juli 35min

The Case Against Paramount-Warner — From the People Fighting It

The Case Against Paramount-Warner — From the People Fighting It

It’s a bad week for David Ellison, with Paramount Skydance facing two concurrent lawsuits seeking to block its $111 billion acquisition of Warner Bros. Discovery — plus a shareholder case accusing Ell...

16 Juli 33min

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