Deal Memo

Deal Memo

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Deal Memo episodes

  • Deal Memo — May 1, 2026
    • Consumers Sue to Stop Paramount-WBD Merger, Invoking 'Save CNN'
    • Kaufman Astoria Studios Faces Foreclosure as Production Real Estate Corrects
    • StudioMonowa: CJ ENM, Japan's TBS, and U-Next Build a Korea-Japan Content Joint Venture
    • Roku Q1 2026: Ad Revenue Hits $612.7M, Up 27%
    • Apple Services Crosses $30B — Best March Quarter Ever
    • 'The Mandalorian and Grogu' Tracking $80M+ for Memorial Day
    • Netflix Adds Vertical Video 'Clips' Feed to Mobile App
    • Carrie Coon, Ben Platt, Lukas Gage Lead 'I Am Not Your Mother' — Cannes Market Preview
    22 min
  • Deal Memo — April 24, 2026
    • Ellison Hosts Trump — Merger as Political Access Play
    • Bob Iger Rejoins Thrive Capital — The Post-Disney Pivot
    • RTL Seals Sky Deutschland — Europe Runs the U.S. Consolidation Playbook
    • Michael Breaks International Records with $18.5M First Day
    • Mortal Kombat II Tracking $40-50M Opening — Gaming IP Keeps Working
    • Sony Affirm Sets Brazilian Flywheel Remake — Faith-Based Goes International
    • Heart Eyes 2 — Paramount Books Valentine's Horror for 2028
    • Focus Features Sets The Uprising for September 11 — Smart Calendar Chess
    19 min
  • Deal Memo Special Edition: CinemaCon 2026 — The Theatrical Reckoning
    • The Theatrical Window Compact
    • The IP Monoculture Problem
    • The Merger Subtext — What Exhibitors Actually Heard
    • Amazon MGM's CinemaCon: The Streamer-Owned Studio That Believes Hardest
    • Neon at CinemaCon: All Originals, Main Stage
    • Street Fighter: Video Game IP as the Next Franchise Frontier
    • Snoop Dogg Biopic: Universal, Death Row Pictures, Craig Brewer
    • Cat in the Hat: WB Bets on Dr. Seuss After Two Decades
    20 min
  • Deal Memo — April 21, 2026
    • Sean Baker's Twenty-Two Million Dollar 'Indie' Deal
    • Disney Outsources Japanese Production to The Seven
    • Netflix's European Action Play with 'Play Dead'
    • Prime Video Grabs Embassy Rights in Six Territories
    • Sister Group Takes Majority Stake in After Party Studios
    • Amazon Poaches Apple's Oliver Jones for UK Scripted
    • ICS Nordic Expands into Live Comedy
    8 min
  • Deal Memo — April 17, 2026
    • Duffer Brothers Signal Creator Confidence Shift in Paramount Legacy Video
    • Ellison Commits Paramount to 45-Day Theatrical Window at CinemaCon
    • Sarandos Reframes Netflix's Failed Warner Bros Bid as M&A Training
    • Brendan Fitzgerald Steps Down as Secuoya Studios CEO
    • Sarandos Says No Palace Intrigue Over Reed Hastings Exit
    • Netflix Q1 Beats Expectations But Shares Still Drop
    • Legend of Aang Film Leaks Online
    11 min
  • Deal Memo — April 14, 2026
    • NewsNation Partners With Nexstar For California Gubernatorial Debate
    • Hollywood A-Listers Sign Letter Opposing Paramount-WBD Merger
    • Neon Sets Christmas Day Release For Chloe Domont's 'A Place In Hell'
    • Urban Sales Boards Cannes ACID Opener
    • Paramount Acquires Wahlberg-Abdul-Mateen Crime Thriller
    • StudioCanal Unveils CinemaCon Slate
    • Angel Studios Expands Twenty Twenty-Six Slate
    8 min
  • Deal Memo — April 10, 2026
    • Mexico's New Production Incentive: Financing Tool or Band-Aid?
    • Paramount Refinances Bridge Facility Ahead of WBD Merger
    • Netflix Buys Chris Bremner Spec 'Ram' — Are Specs Back?
    • MK2 Boards Rwandan Cannes Film — Prestige Distribution as Business Model
    • Pan's Labyrinth Gets 20th Anniversary Re-Release
    • Comcast Expands StreamSaver Bundle
    • Paramount Details Jeff Shell Severance
    • DOJ Investigating NFL Media Deals
    11 min
  • One Battle, Two Takes
    • The Art Argument: Is This What $150M Looks Like?
    • The Politics Fight: What Message Did Anyone Actually See?
    • The Business Reality: What Do the Numbers Actually Say?
    • The Bigger Question: Who Gets to Decide What Movies Mean?
    • The DiCaprio Factor
    • The Chase Infiniti Breakout
    • The International Numbers
    • The Streaming Afterlife
    • What This Means for PTA's Next Film
    12 min
  • Deal Memo — April 7, 2026
    • The Iron Lung Illusion: Creator-Driven Theatrical Success Story or System Mirage?
    • Gulf Sovereign Wealth Funds Lock Down Paramount-WBD Deal Financing
    • Bill Ackman's Sixty-Four Billion Dollar Universal Music Gambit
    • Emerald Fennell Circling Basic Instinct Reboot
    • Glen Powell's Judd Apatow Country Western Comedy Gets a Title
    • SAG-AFTRA Back to the Table with AMPTP
    • MMA Star Anderson Silva Signs with Paradigm
    • Theater Playwright Edward Graczyk Dies at 84
    10 min
  • Deal Memo — April 3, 2026
    • FilmHedge Launches Two Hundred Million Dollar Film Fund
    • Meryl Streep: Devil Wears Prada Had to 'Scrabble for Budget' Due to Chick Flick Label
    • IATSE Strikes Jonathan Majors Daily Wire Production Over Labor Issues
    • Michael Jackson Biopic Tracking for Record Fifty-Five Million Opening
    • Sam Altman Says Disney Partnership Scrapped After Sora Shutdown
    • OpenAI Acquires Business Series TBPN
    • Super Mario Galaxy Movie Opens with Sixty-Eight Million Global First Day
    • Blake Lively Sexual Harassment Claims Against Justin Baldoni Dismissed
    9 min

About Deal Memo

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A strategy-driven look at the business of film and television. We track where capital is flowing, which companies are consolidating, what genres are performing, and how distribution models are…