Global
Worldwide rights across all territories.
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6
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August 6, 2026
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Deal Activity
Warner Bros. Discovery Q2 2026: Streaming Clears $3 Billion for the First Time, and the Company Names a Library Replenishment Gap
Warner Bros. Discovery reported Q2 on August 6. Streaming revenue passed $3 billion in a quarter for the first time. Buried in the commentary was something more useful to rights holders than any headline number: an explicit acknowledgement that the shift from broadcast to streaming production has opened a temporary hole in the licensable library.
Disney Fiscal Q3 2026: Streaming Revenue Up 11% and a 13% Margin, or How the Second Largest Buyer Learned Discipline
Disney reported fiscal third quarter results on August 5: revenue of $25.25 billion, up 7%, with entertainment streaming up 11% to $5.53 billion and a 13% SVOD operating margin. For licensors, the margin number is the one that changes behaviour, and not in the direction sellers would like.
Netflix Q2 2026: Revenue Up 13%, Guidance Soft, and Fewer Engagement Numbers for Everyone Else to Read
Netflix posted $12.56 billion in Q2 revenue on July 16, up 13.4% year over year, and the stock fell as much as 9% on soft third quarter guidance. The more consequential detail for rights holders was not in the numbers at all: the company said it will report fewer engagement metrics.
Paramount-WBD Merger's 30-Film Pledge Squeezes Indie Theatrical Window
The $110 billion Paramount-Warner Bros. Discovery merger, with its pledge of 30 theatrical releases per year and WBD shareholder vote set for April 23, will fundamentally reshape the competitive landscape for independent distributors fighting for screen time.
Sony-Macro Pact Deepens Co-Financing Model for Inclusive Tentpoles
Sony Pictures and Macro Film Studios have closed a multiyear exclusive first-look and co-financing deal, committing to at least one co-produced theatrical release per year in a deepening partnership between the major studio and the diversity-focused production banner.
Netflix's $600M AI Acquisition Reshapes Production Economics
Netflix's acquisition of Ben Affleck's AI startup InterPositive for up to $600 million marks the streaming giant's largest technology bet, promising 10-20% below-the-line cost savings and 50% VFX reductions that will reverberate across the distribution landscape.