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Media Industry News 15 September 2025 - 7 November 2025

Dow Dips as Fed Fears Slam Tech Stocks – Hot Economic Data Rattles Wall Street (Sept 25, 2025)

Comcast (CMCSA) Stock Today — Nov. 7, 2025: Sky–ITV Talks and a Potential WBD Bid Put M&A in Focus as Shares Hover Near $27

Published: November 7, 2025 Key takeaways Comcast stock price snapshot (Nov. 7, 2025) Comcast Corporation (NASDAQ: CMCSA) traded modestly lower today, holding near the $27 handle. As of 19:33 UTC (2:33 p.m. ET), the stock printed $27.28 after opening at $27.56, with volume around 20.9 million shares. Intraday, CMCSA ranged $27.02–$27.77, reflecting an active tape as investors reacted to fresh M&A headlines. For reference, CMCSA finished Thursday at $27.31, setting the baseline for today’s moves. MarketWatch What’s moving CMCSA today: two deal headlines 1) Sky–ITV talks in the U.K. ITV confirmed it is in preliminary discussions to sell its free‑to‑air
Warner Bros. Discovery (WBD) Q3 2025: Loss Widens as TV Slumps, Studio Soars on ‘Superman’; Zaslav Says Sale/Split Review “Active” — November 6, 2025

Warner Bros. Discovery (WBD) Q3 2025: Loss Widens as TV Slumps, Studio Soars on ‘Superman’; Zaslav Says Sale/Split Review “Active” — November 6, 2025

Warner Bros. Discovery, Inc. (Nasdaq: WBD) reported third‑quarter 2025 results before the bell on Thursday, detailing a sharper‑than‑expected loss as cord‑cutting weighed on TV networks, while the film studio outperformed on the back of “Superman” and other tentpoles. Management also reiterated that a strategic review—ranging from a full or partial sale to a previously announced two‑way split—remains underway, with no hard deadline. Reuters Top takeaways (Q3 FY2025) By segment (revenue): Streaming $2.63B (flat), Studios $3.32B (+24%), Global Linear Networks $3.88B (‑22%). Studio growth was driven by “Superman,” “Weapons,” and “The Conjuring: Last Rites.” MarketScreener+1 What management said — and what
Netflix Rumors Send iHeartMedia Stock Soaring – A Deep Dive into IHRT’s 2025 Outlook

Netflix Rumors Send iHeartMedia Stock Soaring – A Deep Dive into IHRT’s 2025 Outlook

Below, we dive into each of these aspects in detail – from the latest stock pop on Netflix rumors to iHeart’s earnings trends, debt refinancing efforts, expert opinions, and how IHRT stacks up against competitors in the evolving media landscape. IHRT Stock Price & Market Performance (Nov 2025) iHeartMedia’s stock has been on a rollercoaster. At the start of 2025, IHRT was languishing near ~$1 per share amid recession fears and industry pessimism. Over the summer, modestly improved results and debt extensions helped shares recover into the $2–3 range. As of November 4, 2025, IHRT has surged to multi-month highs,
FuboTV’s Big Score: Disney Hulu Deal and Surprise Profit Spark Stock Surge

FuboTV’s Big Score: Disney Hulu Deal and Surprise Profit Spark Stock Surge

FuboTV Stock Rallies on Earnings and Disney Deal FuboTV’s stock is on the move after a one-two punch of strong earnings and a transformational Disney partnership. As of November 3, 2025, FUBO shares traded around $3.90, up roughly 5% from the prior close investing.com. The latest Q3 earnings surprise – featuring better-than-expected revenue and a swing to adjusted profit – sent investors piling in, reflecting newfound optimism about Fubo’s direction. This continues a dramatic run for FUBO stock in 2025, which has climbed nearly 200% year-to-date as anticipation built for Fubo’s merger with Disney’s Hulu Live TV unit financhill.com financhill.com.
Paramount Slashes 1,000 Jobs as New CEO Eyes $60 B Warner Bros. Takeover

Paramount Slashes 1,000 Jobs as New CEO Eyes $60 B Warner Bros. Takeover

Layoffs Under Ellison’s New Regime Just two months after Skydance Media’s $8+ billion takeover of Paramount Global, the combined company – now Paramount Skydance Corp. – is undertaking one of the entertainment industry’s largest recent staff reductions reuters.com theguardian.com. On Wednesday (Oct. 29), CEO David Ellison kicked off the first phase: roughly 1,000 layoffs across U.S. operations spanning film, TV, streaming, and corporate units reuters.com. Additional cuts bringing the total to about 2,000 jobs eliminated are expected in the coming weeks abcnews.go.com. Ellison, 40, assumed leadership of Paramount Skydance after orchestrating the merger in August, which made him the latest Hollywood mogul
Is Warner Bros. Discovery (WBD) the Next Big Media Stock? 75% YTD Surge Sparks Buzz

Warner Bros. Discovery Stock Soars on Sale Buzz – Is a Blockbuster Media Deal Brewing?

WBD Stock Surges on Takeover Rumors Warner Bros. Discovery corporate logo signage. The media giant’s stock surged on October 21, 2025 amid speculation of a potential sale. Warner Bros. Discovery’s stock spiked sharply on October 21, 2025 after the media conglomerate signaled it might be open to a sale. In a morning announcement, WBD said its board has launched a “comprehensive review of strategic alternatives” following unsolicited takeover interest from multiple parties ts2.tech. This stunning development – just months after WBD announced plans to split into two companies – sent WBD shares up about 7–9% to nearly $20, from a
Media Shakeup: Warner Bros. Discovery Mulls Sale After Blockbuster Bids

Media Shakeup: Warner Bros. Discovery Mulls Sale After Blockbuster Bids

Sources: Official Warner Bros. Discovery press release prnewswire.com prnewswire.com; Reuters news reports reuters.com reuters.com; financial media (Investing.com, MarketScreener) investing.com marketscreener.com; and analysis (TechStock²) ts2.tech ts2.tech. Analyst consensus data from MarketBeat marketbeat.com.
Is Warner Bros. Discovery (WBD) the Next Big Media Stock? 75% YTD Surge Sparks Buzz

Is Warner Bros. Discovery (WBD) the Next Big Media Stock? 75% YTD Surge Sparks Buzz

Warner Bros. Discovery’s stock has roared this year on a wave of strategic developments and rumors. In June 2025 the company announced plans to split into two separate public companies – one for Studios & Streaming (film/TV studios, HBO/Max, DC, etc.) and one for Global Networks (cable channels like CNN, Discovery, TNT, etc.) reuters.com. Investors cheered, and then in September a much bigger catalyst surfaced: Paramount Skydance (the new Netflix-backed Paramount) quietly approached WBD with a cash-and-stock bid around $20/share. That talk sent WBD shares from the low teens up toward $20 nasdaq.com. Although WBD’s board quickly rejected the initial
Why CNN Is Pulling the Plug on Its HBO Max News Stream: Inside the Bold Digital Gamble and What It Means for Viewers

Why CNN Is Pulling the Plug on Its HBO Max News Stream: Inside the Bold Digital Gamble and What It Means for Viewers

HBO Max Pulls the Plug on CNN Max A Short‑Lived Beta Experiment In September 2023, WBD quietly added a live CNN news feed on HBO Max under the moniker “CNN Max”. It was marketed as an “open beta” and combined live programming from CNN U.S., CNN International and some original shows produced specifically for the streamer arstechnica.com. The feed allowed HBO Max subscribers to tune into breaking news, politics and international coverage without a traditional cable subscription. The experiment was the network’s second foray into streaming. Its first, CNN+, launched in March 2022 with a robust slate of original programs and a monthly price of $5.99. Less than a
Netflix Stock Skyrockets: Will Its Ambitious Deals and Plans Drive It Even Higher?

Netflix’s Bold Moves and Musk’s Backlash: Why Analysts Bet Big on the Streaming Giant’s Future

Netflix’s Recent Trajectory: A Comprehensive Analysis Institutional Stake Building and Insider Moves Institutional money continues to stream into Netflix. Woodward Diversified Capital LLC increased its position by 23.2%, bringing its holdings to 1,345 shares valued at roughly $1.8 million marketbeat.com. This represents 0.9% of Woodward’s portfolio, signaling confidence in Netflix’s growth prospects. Another investment firm, Panoramic Capital Partners LLC, purchased 234 shares worth approximately $304,000 marketbeat.com. The broader institutional ownership remains high (about 81% of shares outstanding) marketbeat.com, though not all insider activity is bullish: CFO Spencer Neumann and CEO Gregory Peters recently sold shares marketbeat.com. Analyst Views: Moderately Bullish Despite Downgrades Analysts
The $350B Shake-Up: How AI Summaries Rewire Publisher Traffic

The $350B Shake-Up: How AI Summaries Rewire Publisher Traffic

How AI Summaries Are Disrupting SEO, Ads, and Publisher Traffic AI Summaries Take Center Stage: Google, Bing, OpenAI & More In the past two years, AI-generated answers have moved from novelty to a core feature of search engines and digital assistants. Google’s Search Generative Experience (SGE) is perhaps the most consequential implementation due to Google’s dominant market share (~90% globally). Rolled out in beta to U.S. users in mid-2024 and expanded since, SGE produces an “AI Overview” at the top of search results for many queries. This overview is a few sentences to a few paragraphs long (median ~67 words
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