SEC 10-K & 10-Q Real-Time Intelligence Feed

EDGAR SYNC: ACTIVECOVERAGE: GLOBAL ENTERTAINMENT

Corporate Earnings & Studio Balance Sheet Wire

Forensic analysis of Hollywood studio revenues, direct-to-consumer streaming unit economics, theatrical recoupment waterfalls, and quarterly SEC financial filings.

Tracked Studio Cap$1.18 Trillion

Global Streaming Subs639.6 Million

2026 Theatrical Pipeline$32.4 Billion

SEC Audit Standard

US-GAAP / IFRS

Home/Market Wire & Filings

DISNYSE/NDQ

The Walt Disney Company

10-K (Annual)

Period: Q4 FY2025 / Annual • Filed: Nov 14, 2025 (10-K)

Consensus: Beat

Audited

Quarterly Revenue

$22.57B+6.1%

Operating Income$3.66B

Streaming DTC Subs

158.6M Disney+

+4.4M net adds

Regulatory Standard

SEC EDGAR Verified

Theatrical & Licensing Insight:Inside Out 2 & Deadpool & Wolverine generated over $2.9B in combined global theatrical box office, driving record Content Sales & Licensing profit.

NFLXNYSE/NDQ

Netflix, Inc.

10-K (Annual)

Period: Q4 2025 • Filed: Jan 21, 2026 (10-K)

Consensus: Beat

Audited

Quarterly Revenue

$10.25B+15.2%

Operating Income$2.28B

Streaming DTC Subs

298.5M Paid Subs

+18.9M full year

Regulatory Standard

SEC EDGAR Verified

Theatrical & Licensing Insight:Zero traditional theatrical exclusivity window. Record viewership across Squid Game Season 2 and live NFL Christmas broadcasts expanded ad tier penetration by 35%.

WBDNYSE/NDQ

Warner Bros. Discovery

10-Q (Quarterly)

Period: Q3 2025 • Filed: Nov 07, 2025 (10-Q)

Consensus: In-Line

Audited

Quarterly Revenue

$9.62B-3.2%

Operating Income$642M

Streaming DTC Subs

110.5M Max/DTC

+7.2M net adds

Regulatory Standard

SEC EDGAR Verified

Theatrical & Licensing Insight:Beetlejuice Beetlejuice ($451M global gross) offset video games headwinds (Suicide Squad write-down). Free cash flow surged to $700M.

SONYNYSE/NDQ

Sony Group Corporation

Q-Earnings Release

Period: Q3 FY2025 • Filed: Feb 13, 2026 (Earnings)

Consensus: Beat

Reported

Quarterly Revenue

¥3.74T ($24.8B)+9.4%

Operating Income¥463B ($3.08B)

Primary DistributionTheatrical / Exhibitor

Regulatory Standard

SEC EDGAR Verified

Theatrical & Licensing Insight:Pictures division benefited from Venom: The Last Dance box office gross ($479M) and lucrative SVOD "Pay 1" licensing windows with Netflix and Disney.

PARANYSE/NDQ

Paramount Global (Skydance Merger)

10-Q (Quarterly)

Period: Q3 2025 • Filed: Nov 08, 2025 (10-Q)

Consensus: Miss

Audited

Quarterly Revenue

$6.73B-6.0%

Operating Income$337M

Streaming DTC Subs

72.0M Paramount+

+3.5M net adds

Regulatory Standard

SEC EDGAR Verified

Theatrical & Licensing Insight:Gladiator II international rollout commenced. Skydance $8B merger regulatory approvals finalized; $2B planned studio overhead synergies reaffirmed.

AMCNYSE/NDQ

AMC Entertainment Holdings

10-K (Annual)

Period: Q4 2025 • Filed: Feb 28, 2026 (10-K)

Consensus: In-Line

Audited

Quarterly Revenue

$1.31B+2.1%

Operating Income$41M

Primary DistributionTheatrical / Exhibitor

Regulatory Standard

SEC EDGAR Verified

Theatrical & Licensing Insight:Admissions revenue per patron reached $12.10, powered by premium large format (IMAX/Dolby) demand for Wicked and Gladiator II.

Financial Audit Disclosure & Methodology

ListTribe Financial Terminal data is aggregated directly from official Securities and Exchange Commission (SEC) Forms 10-K, 10-Q, 8-K, and audited quarterly investor conference presentations. Studio box office gross actuals are audited using Comscore, NATO (National Association of Theatre Owners), and distributor rental waterfall agreements. ListTribe is an independent financial journalism enterprise and does not provide formal investment advice.