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2025 Media Predictions from the Inside

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2025 Media Predictions from the Inside

Media Executives Share Their 2025 Predictions

In honor of the 12 days of Christmas, we give you 12 predictions from some of the most powerful media and entertainment executives in the world, weighing in on the condition of anonymity so they can speak candidly about their visions of the year ahead. And then, because we have holiday cheer, we give you a bonus one. A baker’s dozen!

2024’s Predictions: Hits and Misses

Looking back at 2024’s predictions, they were not as good as previous years. But there were some hits, or partial hits. While Warner Bros. Discovery’s Max, Netflix, and Disney didn’t all team up for the first significant streaming bundle, as one participant predicted last year, Max and Disney did join forces. TV broadcast station groups continued to pick off regional sports rights, as another executive anticipated. RedBird Capital didn’t quite acquire Paramount Global, but the private equity firm was part of the consortium with Skydance that announced a merger with the company in July.

2025 Predictions

Executive 1: Comcast will acquire the studio and streaming assets of Warner Bros. Discovery and merge them with NBCUniversal

Second time’s the charm! Warner Bros. Discovery is separating its linear assets from the rest of the company. Comcast is spinning out most of its cable networks. It has to mean something, right?

Executive 2: Comcast will acquire Charter and spin off the rest of NBCUniversal

That’s right, Comcast may have SpinCo 1 and SpinCo 2! This executive predicts Comcast will test the Donald Trump regulatory administration and try to combine the two largest U.S. cable companies, 10 years after dropping its bid to buy Time Warner Cable — which used to be the second-largest U.S. cable provider before it was acquired by Charter — after concluding the government would block the deal.

Executive 3: Fox will acquire most of Warner Bros. Discovery’s assets

After selling the majority of its entertainment assets to Disney in 2019, Fox will shock the media world by again gaining scale, acquiring HBO, the movie studio, the Turner networks, and the streaming assets of Warner Bros. Discovery, according to this executive.

Executive 4: Dana Walden will leave Disney at year-end when she doesn’t get the CEO job

Disney has already said it plans to delay naming a new CEO until early 2026, so this prediction assumes the company will slightly move up the announcement. Walden, Disney’s co-chairman of Disney Entertainment, is the ultimate Hollywood insider who many view as the front-runner for the job. The board is taking its time vetting candidates after the handoff from Iger to Bob Chapek in 2020 did not go very well.

Executive 5: Jeff Bezos will be bullied into selling The Washington Post after President Trump makes it clear his space company, Blue Origin, will suffer for his paper’s coverage

Bezos has said he is dedicated to The Post’s future, but the paper has been engulfed in drama this year. Perhaps 2025 is the year Bezos decides he has had enough extra headaches.

Executive 6: Several TV station groups will sell out of financial hardship

Companies such as EW Scripps, Tegna, and Sinclair Broadcast have watched their shares slump in recent years as traditional pay-TV valuations have declined with cord cutting. Executives at those companies are hopeful a new Trump administration will clear the way for more consolidation. Several will sell out of desperation, either to avoid bankruptcy or to gain needed scale, guesses this executive.

Executive 7: The Trump administration relaxes TV station ownership rules, leading to CBS, ABC, NBC, and Fox buying up their own affiliate stations

A similar thought as the last one, but this executive took the bolder step of saying the acquirers of the stations will be the broadcast networks themselves.

Executive 8: Paramount Global will acquire Lionsgate after it spins off from Starz

If Paramount Global gets the government’s approval to merge with Skydance Media next year, its new leadership will likely look to transform the business. One big move the company will make is to acquire Lionsgate studio after it spins off from Starz at the beginning of next year, said this executive.

Executive 9: A big tech company will acquire video game maker Electronic Arts

After flirting with both Comcast and Disney in past years, Electronic Arts will sell in 2025 to a big tech company such as Netflix, Alphabet, Apple, or Amazon, said this executive. That would follow in the footsteps of Microsoft acquiring Activision in 2023.

Executive 10: The M&A hype around the industry will be wildly overblown, and there will be far fewer deals than anyone thinks

You’re all wrong! This executive said M&A predictions generally won’t come true because consolidation won’t provide any real fixes to an industry in transition.

Executive 11: Paramount+, Peacock, and Max get bundled together

Executives at Paramount Global, NBCUniversal, and Warner Bros. Discovery are all on record about needing to consider options for streaming consolidation. What if there was a bundle that featured all three services? This executive guesses the three services will be sold together, either through a hard bundle on one platform or sold together at a discount.

Executive 12: The sports streaming service Venu will never launch, and Fox will license its sports content to ESPN’s streaming service

Venu, a joint venture owned by Disney, Fox, and Warner Bros. Discovery, was announced to great fanfare earlier this year. But an antitrust lawsuit filed by Fubo has stalled the service’s launch. Meanwhile, ESPN will debut its "flagship" streaming service by the fall of 2025. That will cause the companies to abandon Venu, predicts this executive.

Executive 13: Kathy Kennedy will depart Lucasfilm

Kennedy has been the president of Disney’s Lucasfilm since 2012 and is now in her 70s. It may be time for a new leader of the Star Wars franchise.

Conclusion

May the force be with you. Let’s see what 2025 brings. Happy holidays!

FAQs

Q: What are the chances of Comcast acquiring Warner Bros. Discovery’s studio and streaming assets?
A: According to Executive 1, it’s a strong possibility.

Q: Will Disney name a new CEO in 2025?
A: According to Executive 4, it’s possible, but the company may delay the announcement until early 2026.

Q: Will Jeff Bezos sell The Washington Post?
A: According to Executive 5, it’s possible, but Bezos has said he is dedicated to the paper’s future.

Q: Will TV station groups sell out of financial hardship?
A: According to Executive 6, it’s likely, as companies such as EW Scripps, Tegna, and Sinclair Broadcast have struggled with declining valuations.

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Global Trends and Politics

United Airlines 4Q 2024 Earnings

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United Airlines 4Q 2024 Earnings

United Airlines’ Strong Earnings, Growth Outlook Boosts Stock

Gary Hershorn | Corbis News | Getty Images

United Airlines forecast first-quarter earnings that surpassed analysts’ estimates as the carrier seeks to grow earnings again in 2025 thanks to strong travel demand.

Q1 Earnings Forecast

The airline said Tuesday that it expects to earn an adjusted 75 cents to $1.25 in the first three months of the year, above the 54 cents analysts had expected, according to LSEG estimates.

Stock Performance

United’s stock is up more than 180% over the past 12 months as of Tuesday’s close, more than any other U.S. carrier.

Q4 Results

Here is what United reported for the fourth quarter compared with what Wall Street expected, based on estimates compiled by LSEG:

  • Earnings per share: $3.26 adjusted vs. $3.00 expected
  • Revenue: $14.70 billion vs. $14.47 billion expected

Full-Year 2025 Outlook

For full-year 2025, United expects to grow adjusted earnings to $11.50 to $13.50, in line with expectations of about $12.82, according to LSEG.

Industry Trends

United and rival Delta have benefitted from strong demand for pricier seats like in business class, international travel and their massive loyalty programs. Delta’s CEO Ed Bastian earlier this month said he expects 2025 to be the carrier’s “best financial year in our history.”

Q4 Results Details

United reported a $985 million profit for the fourth quarter, up 64% over last year, on $14.70 billion in revenue, which was up about 8% from a year earlier. Adjusting for one-time items, United reported $3.26 a share for the fourth quarter, also ahead of expectations.

Loyalty-Program Revenue

Loyalty-program revenue, as well as international, domestic and basic economy-class revenue all rose from a year earlier and unit revenue, which measures pricing power, turned positive over the same quarter of 2023.

CEO Comments

United CEO Scott Kirby said he was upbeat about President Donald Trump’s new administration and said that airlines need improvements to air traffic control, echoing sentiments from other industry CEOs like Delta’s Bastian.

Conclusion

United Airlines’ strong earnings and growth outlook are a testament to the carrier’s ability to adapt to changing market conditions and capitalize on strong demand for air travel. As the airline industry continues to evolve, it will be interesting to see how United and its competitors respond to emerging trends and challenges.

FAQs

Q: What is United Airlines’ Q1 earnings forecast? A: United expects to earn an adjusted 75 cents to $1.25 in the first three months of the year.

Q: How does United’s stock performance compare to other U.S. carriers? A: United’s stock is up more than 180% over the past 12 months, more than any other U.S. carrier.

Q: What is United’s full-year 2025 earnings outlook? A: United expects to grow adjusted earnings to $11.50 to $13.50 in 2025.

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Global Trends and Politics

Your Right to Paid Time Off: What You Need to Know

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Your Right to Paid Time Off: What You Need to Know

As an employee, you have numerous rights and privileges that come with your job. One of the most important of these rights is the right to paid time off. Paid time off, also known as PTO, is a benefit that allows employees to take time off from work without using their vacation or sick leave. In this article, we will explore the importance of paid time off, the different types of PTO, and what you need to know to exercise your right to take time off.

The Importance of Paid Time Off

Paid time off is essential for maintaining a healthy work-life balance, reducing stress, and improving overall well-being. Without PTO, employees may feel burnt out, demotivated, and less productive. Paid time off allows employees to recharge, relax, and come back to work feeling refreshed and revitalized. It also gives employees the opportunity to attend to personal matters, such as doctor’s appointments, family obligations, and personal errands, without having to use vacation or sick leave.

There are several types of paid time off, including:

Vacation Time

Vacation time is the most common type of PTO. It is typically accrued and can be used to take a break from work to travel, relax, or pursue personal interests.

Sick Leave

Sick leave is used to care for personal or family medical issues. It is usually accrued and can be used to take time off when an employee is ill or injured.

Bereavement Leave

Bereavement leave is a type of PTO used to grieve the loss of a loved one. It is usually accrued and can be used to take time off to attend to funeral arrangements, visit with family and friends, or simply to grieve.

Paid Family Leave

Paid family leave is a relatively new type of PTO, which allows employees to take time off to care for a new child, a seriously ill family member, or a family member who is experiencing a serious medical emergency. This type of PTO is usually provided by the government or through employer-provided programs.

What You Need to Know to Exercise Your Right to Paid Time Off

To exercise your right to paid time off, you need to understand the following:

Accrual Rates

Accrual rates refer to how much PTO is earned per pay period. It is essential to understand how your PTO accrues and how much you have available to use.

Accrued Balance

Accrued balance refers to the amount of PTO you have available to use. Make sure to check your accrued balance regularly to avoid taking more time off than you have available.

Requesting Time Off

Requesting time off is a straightforward process, but it is essential to follow your company’s policy and procedure. Make sure to provide adequate notice, specify the dates you need off, and indicate if you will be using vacation or sick leave.

Manager Approval

Manager approval is usually required to take time off. Be prepared to discuss your request with your manager and provide a valid reason for taking time off.

Record Keeping

Keep accurate records of your PTO, including the dates taken off, the type of PTO used, and any correspondence with your manager. This will help you track your accrued balance and ensure you are in compliance with company policies.

Conclusion

In conclusion, paid time off is an essential benefit that allows employees to rest, relax, and recharge. It is crucial to understand the different types of PTO, accrual rates, and how to exercise your right to take time off. By following the guidelines outlined in this article, you can make the most of your PTO and maintain a healthy work-life balance.

FAQs

Q: What is the difference between vacation time and sick leave?
A: Vacation time is used for personal reasons, such as travel or relaxation, while sick leave is used for medical reasons, such as illness or injury.

Q: Can I use my PTO to take time off for a family event, such as a wedding or birthday party?
A: It depends on your company’s policy. Some companies may allow PTO for family events, while others may not.

Q: How much notice do I need to give my manager to take time off?
A: The amount of notice required varies by company and policy. Some companies may require 30 days’ notice, while others may require less.

Q: Can I use my PTO to take time off during peak holiday seasons, such as Christmas or New Year’s?
A: It depends on your company’s policy. Some companies may have restrictions on taking time off during peak holiday seasons, while others may allow it.

Q: Can I carry over unused PTO to the next year?
A: It depends on your company’s policy. Some companies may allow carryover, while others may not.

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Netflix (NFLX) Earnings Q4 2024

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Netflix (NFLX) Earnings Q4 2024

Netflix Soars 14% After Beating Q4 Earnings Estimates

Strong Q4 Results

Shares of Netflix soared more than 14% on Tuesday after the company posted fourth-quarter results that beat on the top and bottom lines.

Key Highlights

  • The company surpassed 300 million paid memberships during the quarter, adding a record 19 million subscribers.
  • Revenue in the fourth quarter jumped 16% year-over-year, reaching $10.25 billion, higher than the $10.11 billion Wall Street had predicted.
  • Net income for the period was $1.87 billion, or $4.27 per share, up from $938 million, or $2.11 per share, during the same quarter a year earlier.

Earnings Performance

Here’s how Netflix performed for its most recent quarter, ended December 31, compared with Wall Street estimates:

  • Earnings per share: $4.27 vs. $4.20, according to LSEG
  • Revenue: $10.25 billion vs. $10.11 billion, according to LSEG
  • Paid memberships: 301.63 million vs. 290.9 million, according to StreetAccount

Company’s Outlook

For the full year 2025, Netflix raised its revenue expectations to a range of $43.5 billion to $44.5 billion, around $500 million higher than its previous forecast, reflecting improved business fundamentals and the expected carryover benefit of its stronger-than-expected fourth-quarter performance.

Content and Growth

The fourth quarter was the last for which Netflix will report quarterly paid subscriber counts, as previously announced. Instead, it will start reporting a bi-annual "engagement report" alongside its second- and fourth-quarter releases.

The streamer touted the success of its fourth-quarter slate, which included the release of season 2 of the hit series "Squid Game" as well as live sporting events like the record-breaking Jake Paul and Mike Tyson boxing match and National Football League games on Christmas Day.

Improving Product and Expanding to New Markets

The company plans to improve its core business with more series and films, enhance its product experience, and continue to grow its ads business. Netflix is expected to delve further into the live event space and games, as well.

Conclusion

Netflix’s strong Q4 results demonstrate the company’s continued momentum and ability to attract new subscribers. With a strong content slate, improved product, and expansion into new markets, Netflix is poised for continued growth in 2025 and beyond.

FAQs

Q: What were Netflix’s Q4 earnings per share?
A: $4.27

Q: What was Netflix’s revenue for Q4?
A: $10.25 billion

Q: How many paid memberships did Netflix add in Q4?
A: 19 million

Q: What is Netflix’s outlook for 2025?
A: The company expects revenue to be in the range of $43.5 billion to $44.5 billion.

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