3 pieces
Apple has signalled a more disciplined content posture at Apple TV+ following multiple reports of an annual operating loss above a billion dollars. The pullback is measured rather than structural.
Netflix streamed two NFL games on Christmas Day 2024, reported 65 million US viewers across the gameday, and ran into the specific technical problems live sports at scale continues to produce.
The 2024 global theatrical year closed near $30 billion, below the pre-pandemic benchmark and below public targets. The shape of the shortfall is more informative than the headline.