Kafka: Skydance has no clear plan to fix Warner Bros.

The Verge’s Nilay Patel interviews Business Insider’s Peter Kafka on Decoder about Skydance’s takeover of Warner Bros. Discovery, which officially closed the day they spoke, with Kafka arguing David Ellison lacks a defined business strategy but has decades of his father’s money to keep trying.

Signal from theverge.com · Nilay Patel · read the original.

All gas. No brake. Free.

What’s happening, why it matters, who reported it, who followed, and how the story develops. Free with a reader account. Unsubscribe any time.

Continue free →

More from Streaming

All →

TVREV: Paramount’s Ellison family is quietly building a cross-platform oligopoly

TVREV’s Jason Damata argues that while the industry fixates on Paramount’s debt and leadership, the Ellisons’ combined stakes in TikTok and a growing IP portfolio position them to redesign cross-platform entertainment.

Vurt bets vertical microdramas belong on TV, not just phones

The Verge’s Charles Pulliam-Moore reports that Vurt, an ad-supported microdrama platform with human-made (not AI) casts, has launched Apple TV and Android TV apps, growing from 10,000 to 675,000 users since its March launch.

Streamers’ kids content orders plunge as rivals multiply

Variety’s John Hopewell reports that Ampere Analysis’ Cyrine Amor told MipJunior that SVOD kids TV orders fell from 196 to 88 over four years, even as 2026’s 88 marks a 22% uptick from 2025’s low of 72.