Deal Memo

Deal Memo

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 evolving. Trade intelligence for people actually building in this business.

  1. May 1

    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

  2. Apr 24

    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

  3. Apr 23

    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

    19 min

  4. Apr 21

    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

  5. Apr 17

    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

    10 min

  6. Apr 14

    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

    7 min

  7. Apr 10

    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

  8. Apr 9

    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

    11 min
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About

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 evolving. Trade intelligence for people actually building in this business.

Information

  • Creator
    Deal Memo
  • Years Active
    2K
  • Episodes
    19
  • Rating
    Clean
  • Show Website
    Deal Memo