With the leading media moguls hunkered down in Sun Valley this week for the annual Allen & Co. conference just a week ahead of the start of the Q2 earnings season, there's no better time for a frank discussion of how these companies' stocks are faring. Strictly Business hosts Cynthia Littleton and Andrew Wallenstein are joined by Variety Intelligence Platform analyst Heidi Chung for a chat about Disney, Warner Bros. Discovery, Netflix, Comcast and much more. 

With the leading media moguls hunkered down in Sun Valley this week for the annual Allen &amp; Co. conference just a week ahead of the start of the Q2 earnings season, there's no better time for a frank discussion of how these companies' stocks are faring. Strictly Business hosts Cynthia Littleton and Andrew Wallenstein are joined by Variety Intelligence Platform analyst Heidi Chung for a chat about Disney, Warner Bros. Discovery, Netflix, Comcast and much more.

Industry leaders converse about business deals, strategy and the future of media and entertainment.

Strictly Business

Industry leaders converse about business deals, strategy and the future of media and entertainment on Variety's weekly interview series.

Industry leaders converse about business deals, strategy and the future of media and entertainment on Variety's weekly interview series.

Variety's Strictly Business

Media Stocks Midyear Assessment

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5c352ff8-bdb5-42fd-be54-b03d00e625e0/transcript

On today’s episode, Variety’s Rebecca Rubin explains why Sony Pictures’ family film “G.O.A.T” topped the box office and how Elvis in Imax can still pack ‘em in. And Aramide Tinubu discusses some of the overlooked gems on her list of the best Black-led TV series of the past 10 years.

On today&rsquo;s episode, Variety&rsquo;s Rebecca Rubin explains why&nbsp;<a href="https://variety.com/2026/film/box-office/box-office-wuthering-heights-goat-milestones-globally-1236669645/">Sony Pictures&rsquo; family film &ldquo;G.O.A.T&rdquo; topped the box office </a>and how Elvis in Imax can still pack &lsquo;em in. And Aramide Tinubu discusses some of the overlooked gems on her list of <a href="https://variety.com/lists/black-tv-shows-of-the-past-decade/">the best Black-led TV series of the past 10 years.</a>

Daily Variety -- Box Office Monday: 'GOAT' Unmoors 'Wuthering Heights' From No. 1; Revisiting Overlooked Black TV Gems

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9491f3ad-4c22-4292-b7e9-b3fa0131139d/transcript

On a special episode of Variety's "Strictly Business" podcast, Netflix co-CEO Ted Sarandos speaks out as the streaming giant fight to complete its quest to buy Warner Bros. and HBO, even as Paramount Skydance has secured a seven-day shot at impressing the WBD board with a better offer. Sarandos, in a wide-ranging discussion, is not shy about calling out what he sees as “misinformation” spread by the Paramount Skydance team. “It's probably cheaper to make noise than it is to raise your bid,” he says.

On a special episode of&nbsp;Variety's "Strictly Business" podcast, Netflix co-CEO Ted Sarandos speaks out as the streaming giant fight to complete its quest to buy Warner Bros. and HBO, even as Paramount Skydance has secured a seven-day shot at impressing the WBD board with a better offer. Sarandos, in a wide-ranging discussion, is not shy about calling out what he sees as &ldquo;misinformation&rdquo; spread by the Paramount Skydance team. &ldquo;It's probably cheaper to make noise than it is to raise your bid,&rdquo; he says.

Ted Sarandos Fights to Seal Warner Bros. Deal: Netflix Co-CEO on Battling ‘Misinformation,’ the Future of HBO Max and His ‘Blood Oath’ for Theatrical Exhibition

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/45f60a3c-a05c-42fb-b711-b3f80028cb93/transcript

On today’s episode, Sheila Ducksworth, executive producer of the CBS daytime soap “Beyond the Gates” and president of the CBS Studios/NAACP content venture, explains why the partners were determined to launch the first new daytime soap in decades and why it has taken root as "Beyond the Gates" marks its one-year anniversary.

On today&rsquo;s episode, Sheila Ducksworth, executive producer of the CBS daytime soap &ldquo;Beyond the Gates&rdquo; and president of the CBS Studios/NAACP content venture, explains why the partners were determined to launch the first new daytime soap in decades and why it has taken root as "Beyond the Gates" marks its one-year anniversary.

Sheila Ducksworth on Year One of 'Beyond the Gates' Taking Root With Fans in Daytime TV

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a2f49b87-2a2b-4935-9e4e-b3f70151ed02/transcript

Media Stocks Midyear Assessment

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