Media & Entertainment

Investigation into the proposed EA acquisition by PIF, Silver Lake, and Affinity: regulators probe price, process and sovereign‑wealth influence in gaming’s next wave of consolidation.

Explore how edge computing, 5G, and strategic content deals are reshaping telecom & media growth, boosting ARPU, reducing churn, and driving new revenue models.

Snap Inc. stays ahead of political noise, focusing on camera tech and ads while staying free from SNAP data‑share rules, boosting resilience in the media market.

Meta Platforms’ AI‑capex shift, new Apple design hire and talent strategy reveal a cautious yet hopeful equity recovery, with potential ARPU gains and regulatory risks outlined.

Netflix’s bid for Warner Bros. Discovery faces regulatory hurdles, integration risks and slow growth, so investors are discounting its value.

Informa PLC’s robust, diversified model—spanning academic publishing, data analytics and global events—drives steady cash flow and growth, yet it must adapt to open‑access pressures, AI opportunities, and currency risk to maintain its market edge.

Reddit’s community‑centric model keeps it a top player in communication services, driving steady user growth, diversified revenue and strong investor confidence amid rising ad spend and privacy focus.

Telecoms & media leaders balance 5G, edge, & AI tech with costly content deals, driving network upgrades and higher ARPU while boosting subscriber stickiness and watching time in 2024.

Meta Platforms boosts 2026 growth by reinvigorating office work and ramping up AI & AR investments, targeting new revenue from WhatsApp commerce and immersive ads.

Disney’s “Zootopia 2” box‑office record shows how a blockbuster drives streaming growth, boosts Disney+ subscriber revenue, and forces telecoms to upgrade networks for high‑definition content.