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Tubi Passes 110M MAU and $1B in Annual Revenue… 96% of Viewing Is VOD
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Tubi Passes 110M MAU and $1B in Annual Revenue… 96% of Viewing Is VOD

Tubi has turned free ad-supported streaming into a standalone revenue business, passing 110 million MAU and $1 billion in annual revenue. What lifted revenue was not linear channel carriage but the on-demand sessions that make up 96 percent of viewing.

Jung Han · 8월 15, 2026
Peacock Drops the Download Button From Its Mobile Nav, Adds a Vertical Video Tab
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Peacock Drops the Download Button From Its Mobile Nav, Adds a Vertical Video Tab

Peacock gave a bottom-nav slot to vertical video and filled its app with AI avatars, live 9:16 basketball and generative-AI games — betting that mobile engagement, not catalog size, is what keeps a newly profitable streamer growing.

Jung Han · 8월 13, 2026
AMC and Regal Break With Their Own Lobby, Backing the Merger for 30 Films and 45 Days
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AMC and Regal Break With Their Own Lobby, Backing the Merger for 30 Films and 45 Days

What exhibitors can extract from a studio is not box office but output and windows. AMC and Regal locked both into a contract, betting the merger closes anyway.

Jung Han · 8월 10, 2026
U.S. Consumers Lean Wary, Not Willing, on Gen AI Content — Only 13-17s Are Net Positive
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U.S. Consumers Lean Wary, Not Willing, on Gen AI Content — Only 13-17s Are Net Positive

In Luminate's May 2026 survey of 2,000 U.S. respondents aged 13 and older, willingness to engage with content touched by generative AI came out net negative across film, TV, music, social and gaming.

Jung Han · 8월 9, 2026
Nielsen Buys Ad Verification Leader Doubl$2.15 Billion, Folding Measurement and Verification Into One Company
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Nielsen Buys Ad Verification Leader Doubl$2.15 Billion, Folding Measurement and Verification Into One Company

Nielsen is acquiring DoubleVerify, the largest digital ad verification firm, for $2.15 billion in cash. With the company that counts viewers and the company that rules on whether an impression was real now under one roof, the baseline for ad trading shifts from reach to verified reach.

Jung Han · 8월 9, 2026
Snap’s Next Decade Rides on SPECS, Its $2,195 AR Glasses, Launching September 16
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Snap’s Next Decade Rides on SPECS, Its $2,195 AR Glasses, Launching September 16

Snap has again pinned its next decade of growth on SPECS, the $2,195 AR glasses launching Sep 16. What underwrites that bet is less the 19% revenue growth to $1,598.99 million than adjusted EBITDA

Jung Han · 8월 4, 2026
165,000 vs. 444,000: Local News Goes Vertical, and What It Costs Korea to Wait
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165,000 vs. 444,000: Local News Goes Vertical, and What It Costs Korea to Wait

U.S. local TV has moved TikTok from a post-broadcast promotion channel to a planning input at the moment a story is assigned. Korean regional broadcasters, built on a licensed coverage area that has served as both revenue base and reach ceiling, face the same shift with worse balance sheets.

Jung Han · 8월 4, 2026
Disney Redesigns Disney+ as a Single Gateway, Doubling Local-Language Spend in Korea
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Disney Redesigns Disney+ as a Single Gateway, Doubling Local-Language Spend in Korea

Disney is redesigning Disney+ as a single gateway for entertainment, sports and commerce while doubling investment in Korean and other local-language productions to drive global growth and reduce subscriber churn.

Jung Han · 8월 3, 2026
Nevada Is Recruiting Korean Companies — and Its Northern Development Agency Just Changed Its Name After 43 Years
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Nevada Is Recruiting Korean Companies — and Its Northern Development Agency Just Changed Its Name After 43 Years

EDAWN has rebranded as Northern NV Now, highlighting northern Nevada’s shift toward AI, advanced manufacturing and data centers while expanding partnerships with Korean technology and content companies.

Jung Han · 8월 2, 2026
The Library Drives the Hours, Licensing Drives the Sign-Ups — Where Netflix's Viewing and Revenue Come Apart
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The Library Drives the Hours, Licensing Drives the Sign-Ups — Where Netflix's Viewing and Revenue Come Apart

Library titles accounted for 63% of Netflix viewing in Q2 2026, and licensed series drove more than 53% of series-attributed new subscribers in Q1 2026. Total hours are still growing, but the composition behind those hours has shifted, and the link between viewing time and economic outcomes

Jung Han · 8월 2, 2026
No IMAX, No Problem: How K-MovieTech Carried Spider-Man's $167M Record Opening
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No IMAX, No Problem: How K-MovieTech Carried Spider-Man's $167M Record Opening

Spider-Man: Brand New Day set an all-time North American opening-day record of $167M without a single IMAX screen — locked out by Nolan's The Odyssey — turning instead to ScreenX, 4DX, Dolby Cinema and HDR by Barco, and proving that in a market where premium formats take 15.6% of the box office

Jung Han · 8월 1, 2026
ABC Asks FCC to Dismiss Early License Renewals in 109-Page Filing, Alleging Retaliation
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ABC Asks FCC to Dismiss Early License Renewals in 109-Page Filing, Alleging Retaliation

The ABC license review and the YTN ownership dispute expose the same fundamental conflict: how governments can revisit broadcasting rights already granted—and whether regulatory procedure or business certainty should prevail.

Jung Han · 7월 31, 2026