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Omnicom Says It's Cutting Out the Ad-Tech Middlemen. The Holdco-Direct Era Just Went Live./Apple Services Just Posted Its Sixth Straight Record. The Compounder Hides in Plain Sight./YouTube Ads Hit $9.88B in Q1 — The Subscription Mix Is Catching Up/Meta-AWS Graviton Deal Is the Compute Moat, Disclosed
Tuesday, May 5, 2026
The State of Streaming CTV · Streaming · Advertising

Business & Deals

M&A, earnings, layoffs, exec moves, carriage deals, licensing and distribution.

9 stories in this section

Six rising stone-cut blocks ascending left-to-right in a near-linear staircase against a warm ivory ground, each block carved from cream limestone with visible chisel-cut edges, the topmost block crowned with a single thin band of warm amber suggesting the latest record at the peak of the trajectory.
Business & Deals

Apple Services Just Posted Its Sixth Straight Record. The Compounder Hides in Plain Sight.

A $30.97 billion quarter is the headline. The shape of six consecutive all-time records — and the ad surface buried inside the bundle — is what advertisers should plan against.
Recent in this section
Editorial typographic plate on a single sheet of warm cream cotton-fiber paper laid on a warm walnut surface. Two side-by-side typographic blocks separated by a single thin vertical deep editorial navy rule running through the vertical center. Left block reads top to bottom in classical Didone serif tabular small caps deep navy: CHARTER Q1 2026, +$300M COX SYNERGIES, +368K MOBILE LINES, +15.1% MOBILE REV. Right block in the same hand: COMCAST Q1 2026, MINUS 65K BROADBAND, FIRST YoY+ SINCE 2020, +435K WIRELESS. Above the two blocks, a single faint warm amber dotted arc spans the top fifth of the frame, connecting the upper-left corner above CHARTER to the upper-right corner above COMCAST.
Business & Deals

Charter Lifts Cox Synergies 60% as Comcast Waves Off Cable M&A

The $800 million synergy raise, not the merger chatter Wall Street can't help itself with, is the data point that tells you what the next leg of cable strategy looks like.
Editorial Swiss-school graphic on warm ivory ground. A single large navy outlined geometric shell shape contains a regular 5x3 grid of 15 small navy outlined window squares; one window in the grid is filled warm amber. The shell-and-many-windows form reads as one platform housing many tenants — the SaaS / B2B2C structure the deal is pivoting toward.
Business & Deals

DAZN Buys ViewLift After Failing to Buy the RSNs Themselves

Four months after talks to acquire Main Street Sports Group collapsed, the global sports streamer pivots from end-consumer destination to the white-label layer powering 15 pro teams' DTC apps.
Editorial product still life of a single rectangular television screen face-up on a warm walnut surface in late-afternoon light. The deep charcoal screen carries a centered hairline warm amber rule with the words NO SIGNAL set in tabular small caps deep navy serif, and beneath that CARRIAGE EXPIRED in smaller deep navy serif.
Business & Deals

NFL Network Goes Dark on Comcast — Disney's First Carriage Test Since the ESPN-NFL Stake Deal

The 10% NFL stake in ESPN was supposed to align two parties against the distributor. The first time that bet has been priced, Comcast turned off the channel.
Earlier coverage 5 stories
Editorial isometric rendering of five stacked translucent navy platform layers ascending diagonally on warm ivory, connected by thin amber threads, evoking a multi-component independent ad-tech stack.
Business & Deals

Fourteen Months Inside Mediaocean's Independent-Stack Bet
Editorial isometric rendering of five stacked translucent navy platform layers ascending diagonally on warm ivory, connected by thin amber threads, evoking a multi-component independent ad-tech stack.
Business & Deals

Fourteen Months Inside Mediaocean's Independent-Stack Bet
Editorial graphic of a horizontal navy soundwave crossing a curved satellite-orbit arc, meeting in a small amber lens shape on warm ivory.
Business & Deals

iHeartMedia, SiriusXM in Early Merger Talks, Bloomberg Says
Large deep navy numerals '$63.2M' and '$60.7M' stacked over a warm ivory background, with a thin amber rule and small caption reading 'Paramount Skydance NEO Compensation 2025 SEC Filing April 24'.
Business & Deals

Paramount Skydance Pays Ellison and Outgoing President $124M as WBD Holders Reject Zaslav Parachute
Large navy numerals '99' with smaller amber '1' and label 'Stockholder Vote — April 23 2026' on cream background.
Business & Deals

WBD Shareholders Approve Paramount Merger 99% to 1%