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Video Streaming
Tom Grant
February 10, 2026
QSR
AMZN
CBS
CMCSA
DIS
FUBO
NFLX
ROKU
WBD
CAVA Group Mobile Data Shows Near-Term Softness After a Strong 2025
Tom Grant
February 10, 2026
Video Streaming
AMZN
CBS
CMCSA
DIS
FUBO
NFLX
ROKU
WBD
Comcast Downloads Up 21.8% WoW, Driven by the Olympics; However, Retention Clouds the Outlook
Adam Blacker
December 9, 2025
Entertainment
NFLX
PSKY
WBD
Netflix’s Market Share Is Either 55% or 3.5%—The DOJ Has to Pick One
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