We break down why Wall Street is souring on Comcast despite a strong quarter, The Devil Wears Prada sequel’s unconventional summer box office strategy, and how AI company ElevenLabs is partnering with the music industry to turn listeners into creators.

A new music powerhouse is born as BMG and Concord merge, while Comcast's earnings show signs of life in its broadband business. Plus, the Tribeca Festival unveils a star-studded lineup mixing classic film reunions with a Katy Perry concert film premiere.

The Michael Jackson biopic scores a massive $217 million opening by focusing on music over controversy, while the newly approved Warner Bros. Discovery and Paramount merger faces sharp backlash from creatives like HBO's John Oliver.

This episode breaks down the massive box office success of the Michael Jackson biopic and the new trailer for House of the Dragon. We then preview a consequential week of earnings for the media and entertainment space, focusing on what to expect from Spotify and T-Mobile.

This week, we break down the blockbuster merger talks between iHeartMedia and SiriusXM and recap the biggest stories from N.A.B. Show 2026. We cover the industry's pivot to practical AI workflows and the approved acquisition of Warner Bros. Discovery by Paramount.

This episode unpacks the major themes from NAB Show 2026, where the focus has shifted to profitable AI execution and the creator economy's central role. We then analyze Charter Communications' stock plunge after the company reported significant subscriber losses, a brutal sign for the cable sector.

Shareholders approve the Warner Bros. Discovery and Paramount mega-merger but reject CEO David Zaslav’s massive golden parachute in a stunning twist. We then cover the N.A.B. show's shift from experimental tech to the practical execution of AI and cloud workflows from companies like Adobe and Sony.

The conversation at the NAB Show shifts from single products to AI-driven ecosystems from companies like Grass Valley and Blackmagic. We also break down Nexstar's $6.2 billion acquisition of Tegna and the last-minute antitrust lawsuit from DirecTV that's putting the integration on hold.

We explore the AI-powered production platforms dominating the NAB Show and the high-stakes debate over David Zaslav’s future at Warner Bros. Discovery. Plus, we break down Rockstar Games co-founder Dan Houser’s ambitious new transmedia franchise, Absurdverse.

Today's M&E intelligence briefing from Kai Rivers. Monday, April 20, 2026.