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Sean McNulty

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YouTube subscriber growth hits highs as ad revenue growth cools

YouTube subscriber growth hits highs as ad revenue growth cools

The Ankler’s Sean McNulty reports that YouTube is hitting new subscriber highs even as its ad revenue growth rate slows, part of a broader Q4 pullback across media.

Agencies

Amazon joins the Q3 ad-spend pullback chorus

The Ankler’s Sean McNulty reports that Amazon’s contribution to advertising spend pullback signals adds a third major player flagging caution about 2027, after similar signals elsewhere.

Nov 2
Streaming

World Series Game 2 draws 10.9 million on Fox, Univision

The Ankler’s Sean McNulty reports that World Series Game 2 drew 10.9 million viewers in preliminary Nielsen numbers across Fox and Univision, down from 11.6 million for last year’s Game 2.

Oct 29
Agencies

Microsoft offers buyouts to a quarter of its workforce

The Ankler’s Sean McNulty reports that Microsoft is making voluntary buyout offers to 25% of its workforce, about 60,000 people, who have to decide their futures by early December, with a prior buyout round yielding only a 30% acceptance rate.

Oct 27
Streaming

Amex cuts 3,500 jobs, joining Netflix and Barclays in Q4 layoff wave

The Ankler’s Sean McNulty reports that American Express is cutting 3,500 jobs, or 5% of staff, adding the card giant to a growing Q4 layoffs list that already includes Barclays and Netflix.

Oct 27
Streaming

Musk’s $1 billion Skydance stake won’t fix its core problems

The Ankler’s Sean McNulty reports that Elon Musk joining Skydance as an investor is being framed as a headline-grabbing distraction from the deeper structural challenges the newly merged company still faces.

Oct 27
Streaming

Comcast Q3: cable write-offs loom as NBCU preps to split off

The Ankler’s Sean McNulty reports that Comcast’s cable business still drives most profit, $7.6 million compared with NBCU’s $1.8 million in Q3, even as cord-cutting worsened and broadband growth stalled.

Oct 22
Streaming

Netflix beats Q3 targets, then cuts 1,000 jobs and two creative chiefs

The Ankler’s Sean McNulty reports Netflix matched or beat its Q3 forecasts and touted a working “business flywheel” on the earnings call.

Oct 22
Streaming

New alliance of agencies, producers pushes to revive fin-syn rules

The Ankler’s Sean McNulty reports that CAA, WME and UTA, along with producers including Jason Blum, Ron Howard and Brian Grazer, formed the American Entertainment Alliance.

Oct 16
Streaming

Netflix layoffs land alongside new engagement worries

The Ankler’s Sean McNulty reports that Netflix layoffs have hit the company, accompanied by new, troublesome engagement data, as the newsletter also tracks how Ben Affleck’s second Netflix movie this year performed and Disney’s big week on the service.

Oct 15
Streaming

Peacock’s Super Mario Galaxy tops Nielsen’s Q3 streaming movie chart

The Ankler’s Sean McNulty reports Nielsen’s Q3 2026 U.S. streaming movie chart shows Peacock’s Super Mario Galaxy outranking titles from Netflix and Amazon, pulling 21.7 million views in its first five weeks versus comparable animated releases on rival platforms.

Oct 13
Ad-tech

Meta bans TikTok parent ByteDance from advertising on its apps

The Ankler’s Sean McNulty notes that Bloomberg reported Meta has banned ByteDance, TikTok’s parent company, from advertising on its apps across seven countries.

Oct 10
Streaming

Skydance bonds sink, stock whipsaws as JB Perrette resets top lieutenants

The Ankler’s Sean McNulty reports that Skydance’s bonds slumped after last week’s $41 billion merger-debt offering, triggering a trader sell-off this week that has since partly rebounded.

Oct 8
Streaming

WNBA playoffs post most-watched first round ever at 1.3M viewers

The Ankler’s Sean McNulty reports that the WNBA’s first-round playoffs averaged 1.3 million viewers across ESPN, Amazon Prime Video and USA Network, the most-watched first round ever.

Oct 7
Streaming

Skydance’s debt gets tied to shaky AI-investment markets on day one

The Ankler’s Sean McNulty reports that as the Paramount-Skydance deal closed and its stock began trading as SKYD, Wall Street linked the company’s fortunes to volatile AI investment markets, reviving interest in credit default swaps, even though Skydance has no direct data center exposure.

Oct 7
Streaming

Skydance names Kreiz co-CEO with $31.5M bonus amid layoffs

The Ankler’s Sean McNulty reports Skydance’s new co-CEO Ynon Kreiz lands a $31.5 million restricted stock signing bonus and a 5-year contract while overseeing “cost savings” layoffs across the newly merged studio.

Oct 3
Streaming

Netflix’s Sarandos hints at adding a ‘Channels’ program for rival streamers

The Ankler’s Sean McNulty reports that Ted Sarandos signaled Netflix may add a “Channels” feature letting subscribers access Disney+, Peacock and others inside its app. He also voiced frustration with current hours-watched engagement trends on the platform.

Oct 1
Streaming

Netflix and WWE expand partnership to cover Japan programming

The Ankler’s Sean McNulty reports that Netflix and WWE have expanded their partnership into Japan, with Netflix becoming the exclusive home for all WWE programming in the country starting the next day.

Oct 1
Streaming

VMAs’ NFL lead-in drives biggest audience since 2015

The Ankler’s Sean McNulty reports the VMAs drew 8.4 million viewers across CBS and MTV in preliminary Nielsen numbers, up 51% from last year’s 5.6 million.

Sep 30
Creators

Meta and YouTube reverse course, will run ads for Musk documentary

The Ankler’s Sean McNulty reports that Meta, TikTok and YouTube initially refused to run ads for Bleecker Street’s Elon documentary, citing “political content” rules.

Sep 29
Streaming

Federal film & TV tax credit bill introduced in Congress

The Ankler’s Sean McNulty reports that Congress has introduced legislation for a federal film and TV tax credit: a 20% credit on labor costs, including above-the-line costs, stacked on top of any state incentives, with projects needing a $1 million budget minimum and 75% U.S. shooting.

Sep 27
Streaming

Paramount Skydance weighs Musk as equity investor amid WBD debt sale

The Ankler’s Sean McNulty reports that Paramount Skydance has discussed approaching Elon Musk as part of a syndicate of new equity investors, citing Semafor, as Larry Ellison looks to offload PSKY equity beyond sovereign wealth funds and RedBird’s $250 million stake.

Sep 25
Creators

Ankler: AI search traffic isn’t rescuing publisher referrals after all

The Ankler’s Sean McNulty notes an Axios study found AI chatbots aren’t sending meaningful click-through traffic to news sites, undercutting the industry narrative that AI search would replace lost Google referrals with a new distribution channel.

Sep 23
Streaming

States settle Paramount-Warner antitrust suit, clearing last merger hurdle

The Ankler’s Sean McNulty reports that twelve state attorneys general have settled their antitrust suit against Paramount Skydance’s $111 billion acquisition of Warner Bros. Discovery. No cable networks are to be sold, which he calls arguably the toughest issue for Paramount.

Sep 22
Streaming

The Ankler’s Wakeup: ESPN locks up Joe Buck, Roku bulks up bundles

The Ankler’s Sean McNulty reports that ESPN signed Joe Buck to a six-year, $108 million extension that bumps his annual pay from $15 million to $18 million and keeps him on ABC/ESPN’s Super Bowl calls through 2031.

Sep 19