Netflix cut about 1,000 jobs, roughly 6% of staff, then replaced content chief Bela Bajaria with Peter Rice a day later. The company did not disclose what the cuts save, so Tuesday's earnings report is the first place a cost figure could appear.
Perspective Coverage
15 publishers
- Builder
- Builder 13%
- Operator
- Operator 44%
- Investor
- Investor 43%
Reality
- Evidence74
- Adoption
- Not scored
- Hype gap+25
- Incentives35
- Confidence78
Disney's ad-supported tiers moved 50 cents or not at all while the ad-free ones moved $2.00 to $2.50, so four of its five ad-free plans now sit exactly nine dollars above their ad-supported twin. Disney says its most popular bundle is unchanged.
Perspective Coverage
10 publishers
- Builder
- Builder 9%
- Operator
- Operator 58%
- Investor
- Investor 33%
Reality
- Evidence88
- Adoption60
- Hype gap+5
- Incentives65
- Confidence82
Karandeep Anand takes over Disney's technology on 2 October, about a year after Disney's lawyers told the company he ran to strip its characters out of user-made chatbots. Several of his engineers come with him.
Perspective Coverage
7 publishers
- Builder
- Builder 26%
- Operator
- Operator 37%
- Investor
- Investor 37%
Reality
- Evidence72
- Adoption
- Not scored
- Hype gap+10
- Incentives60
- Confidence70
Disney will stream Super Bowl LXI and two Monday Night Football games on Disney+ at no extra cost, alongside the ESPN and ABC broadcasts. Its ad slots sold out in August, before the stream was public, so the added reach mainly serves Disney+ and ESPN's live sports offer.
Perspective Coverage
3 publishers
- Builder
- Builder 8%
- Operator
- Operator 47%
- Investor
- Investor 45%
Reality
- Evidence64
- Adoption
- Not scored
- Hype gap+5
- Incentives62
- Confidence68
Bob Chapek says Disney's board sided with a predecessor who wanted his job back
Bob Chapek, fired as Disney CEO after less than three years, says he would turn the job down if offered again. He blames a board that brought back Bob Iger, who now sits on it while Josh D'Amaro runs the company.
Reality
- Evidence45
- Adoption
- Not scored
- Hype gap+20
- Incentives70
- Confidence55
Disney is cutting about 300 jobs, mostly in HR and tech, according to CNBC's source, in the third round of layoffs since Josh D'Amaro became CEO in March. The cost programme has now reached the HR staff who administer it. The wider jobs data does not yet show other employers doing the same.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap0
- Incentives60
- Confidence60
AMC reads a 37 percent attendance gap as a shortage of movies
Ticket revenue set a summer record while admissions ran 276 million behind 2019 over the same 30 weeks. AMC's answer is a distribution arm called Leawood Films, whose first releases are unlikely before 2027.
Reality
- Evidence62
- Adoption45
- Hype gap+30
- Incentives70
- Confidence58
Employers are scoring workers on AI usage in performance reviews
Leaderboards at Disney, Meta, JP Morgan and KPMG rank how much staff use AI, and Accenture's chief says promotion depends on working that way, which leaves reviewers holding a usage count rather than evidence the work got better.
Reality
- Evidence42
- Adoption35
- Hype gap+20
- Incentives66
- Confidence46