☀️ First-Ever PEACOCK Subs Loss in Rough COMCAST Q2
Movies & Theme Parks also hit Q2 headwinds, and more NBA details emerge as WBD makes a final play for a deal
Mornin! This is Sean McNulty (connect with me on LinkedIn here if ya like or email me at seanmcnultynyc@gmail.com), and here’s the Hollywood + Media news to know on TUESDAY July 23, 2024.
Where as promised, this is kind of a special COMCAST earnings report edition of the Wakeup — tomorrow will be back to Wakeup regular, with #medianerd🤓 SPOTIFY and YOUTUBE / GOOGLE earnings breakdowns, the weekly NETFLIX Films chart and more.
BUT FIRST: A thanks 🙏 to the DISNEY MARVEL folks for throwing a Deadpool and Wolverine premiere in honor of my birthday — very kind.
A great time at the movies . . . and while it’s a MARVEL pic and action pic — since we have no comedies this summer, I’m calling it the comedy of the summer as well. But of course — it’s really too bad this summer movie season is putting a nail in the American moviegoing coffin though. #BadMayHotTakes
AND: A sorta 🙏 to COMCAST for moving its Q2 conference call from a ridiculous 7:30 a.m. to a more usual 8:30 a.m this morning.
OH: Here is your Venice Film Fest lineup, including:
Guadagnino’s Queer with Daniel Craig
Angelina Jolie’s Maria
Almodóvar’s first English-language film The Room Next Door with Julianne Moore and Tilda Swinton
A24’s Babygirl with Nicole Kidman and Antonio Banderas
APPLE’s Cuarón series Disclaimer with Cate Blanchett and Kevin Kline
The Order with Jude Law and Nicholas Hoult
APPLE’s Wolfs with Clooney & Pitt
And of course previously announced new Joker and Beetlejuice pics
IN THIS EDITION
What the COMCAST NBA deal means for scripted TV #notgood, and what America’s #1 cable TV company is indicating about the cable TV business with this deal.
Everything to know about PEACOCK, and as we’re now 4 years into its existence — is it making up for linear TV losses? Take a look at the numbers.
The broadband news isn’t much better — look at how the COMCAST content strategy is looking to help.
Plus #NotGreat
BobBrian quarters at the theme parks and movie biz . . . but also why they’re still very good businesses to be in. Sorry, movie biz haters.
COMCAST Q2 — We Can’t Wait to Talk About Q3
Yeah the Q2 report is definitely the one getting the Razzie for the company in 2024, based on these numbers alone: