Communications

CMCSA Q2 2026: filings, holdings, and macro context

TMUS Q2 2026: filings, holdings, and macro context

T Q2 2026: filings, holdings, and macro context

ITV agrees £1.6bn sale of M&E arm to Sky Group

ITV Plc has agreed to sell its Media & Entertainment division, including ITVX and its free-to-air channels, to Comcast-owned Sky Group for up to £1.6 billion ($2.1 billion).

CMCSA Q2 2026 update — filings and holdings

NFLX Q2 2026 update — filings and holdings

UK minded to intervene in $110bn Paramount-WBD deal

Culture Secretary Lisa Nandy said on 30 June she is 'minded to intervene' in Paramount Skydance's $110bn takeover of Warner Bros Discovery, citing media plurality concerns and setting a 6 July response deadline.

Comcast to spin off NBCUniversal and Sky in tax-free split

Comcast announced a tax-free spin-off of NBCUniversal and Sky into a standalone public company, sending CMCSA shares up as much as 26% in premarket trading.

Australia doubles social media ban fines to A$99m

Australia will raise the maximum penalty for breaching its under-16 social media ban to A$99m and expand eSafety Commissioner powers, as five platforms face active compliance investigations.

NFLX Q1 2026: filings, holdings, and macro context

Fox to acquire Roku for $160/share in $22bn deal

Fox Corporation has agreed to buy Roku Inc. for $160 per share in cash and stock, valuing the connected-TV platform at roughly $22 billion in enterprise value.

DOJ clears Paramount Skydance-Warner Bros. $110bn merger

The US Justice Department approved Paramount Skydance's $110bn acquisition of Warner Bros. Discovery without conditions, concluding the deal poses no threat to competition.