Disney needs to find some new franchises, given evident viewer fatigue for stalwarts like Star Wars and Marvel films and series. But where to find one these days? There are a couple of possibilities.

This week on TVREV, Wall Street’s CTV misread, and a summary of articles from across the industry.

Why Fox’s call on the value of old school cable bundles is the right one and why solving Disney’s many challenges is a multi-part epic.

DIsney’s ESPN deal with gambling company Penn Entertainment marks a big change in strategy that likely will be copied across Hollywood. . But this deal won’t be enough to fix what ails Disney or ESPN, so expect more tie-ups to come.

Netflix is hoping that Barbie director Greta Gerwig can work her own magic in Narnia. Here’s why that may be a bigger hurdle than it seems.

A look at how FAST services are incorporating both linear and VOD content to expand their offerings and appeal to a wider range of viewers.

A new survey indicated viewers might be amenable to ad-supported subscription services and what WBD is doing right.

‘Barbie’ may be big for Warner Bros. Discovery, but plenty of questions remain after its Q2 earnings. Analysts gave the company credit for major progress on its mountain of debt, but sustainability is still far in the future.

Why Netflix’s early decision to expand internationally leaves them in excellent position versus their competitors during the writers and actors strikes.

A look at how streaming impacts the film industry, for better and for worse, and why Netflix is over its deal with Microsoft.

Strike-stifled studios should be thinking about how to build entertainment far beyond their broken TV and movie business models. The game industry is showing what may be possible as it evolves to a new subscription- and franchise-driven future.

Would TV Everywhere apps have saved the industry from the mess it’s in today?

Netflix’s lack of clarity around its latest earnings numbers has Wall Street worried. Local broadcasters demand their fair share of retrans fees from vMVPDs.

Investors beat up Netflix’s latest earnings announcement, sending shares down 11%. But even with less-than-expected revenues in the quarter, the streaming giant signaled that its big money-generating moves are already beginning to pay off.

Ted Lasso’s success with audiences across the globe has pushed Apple TV+ into third place worldwide. Can the streak continue?

Why the Emmy only highlight the industry’s urgent need to make more mainstream content + what not to do now that shoppable TV is becoming a thing.

Leadership of SAG-AFTRA, the actors union, announce Thursday that they’re going on strike against Disney and other Hollywood media companies. Impacts could be felt immediately.

Why Andy Jassy’s not wrong to question Amazon’s content spend and our TVREV take on Threads vs Twitter.

The continued impact of carriage fees, streaming ad budgets, FAST channels vs FAST services and LinkedIn vs Twitter.

Spider-Man’s popularity is booming, which spells great things for Sony, in particular.