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6:00 PM ET, February 2, 2026

Mediagazer

 Top News: 
Todd Spangler / Variety:
Disney reports Q1 revenue up 5% YoY to $26B, driven by Zootopia 2 and a record $10B revenue from Experiences; streaming operating income rose 72% YoY to $450M  —  Disney beat Wall Street expectations with a 5% lift in revenue for the December 2025 quarter, and its streaming biz continued …
RELATED:
Alex Weprin / The Hollywood Reporter:
Disney says ESPN is valued at ~$30B and the NFL's 10% equity stake in ESPN valued at ~$3B; Disney has the right to buy back NFL's stake in 2034, per a filing  —  Disney has the right to buy back the NFL's stake beginning in July 2034, with the league holding an option to acquire more of ESPN.
Andrew Marchand / The Athletic:
ESPN closes the deal to acquire multiple NFL Media assets after receiving US regulatory approval; NFL will get a 10% stake in ESPN as part of the agreement  —  Share full article  —  Government regulators have approved ESPN's billion-dollar blockbuster acquisition of multiple NFL Media assets …
Thomas Buckley / Bloomberg:
Sources: Disney's board is aligning on promoting theme park division chairman Josh D'Amaro to CEO; Disney says “the board has not yet selected the next CEO”  —  The board of Walt Disney Co. is aligning on promoting theme-park division chairman Josh D'Amaro to the role …
RELATED:
Brooks Barnes / New York Times:
A profile of Josh D'Amaro, a front-runner for Disney CEO who oversees Disney parks, cruises, and video games; his unit supplied ~60% of Disney's 2025 profit
The Wrap:
Source: CBS News may cut ties with new contributor Peter Attia, a wellness expert, after the latest trove of Epstein emails revealed Attia's Epstein links  —  In newly released emails, the wellness guru made crude jokes in chummy correspondence with the late convicted sex offender
Rebecca Rubin / Variety:
Amazon's Melania documentary opens with $7M at the North American box office, above pre-release estimates of $3M to $5M; Amazon spent $75M on the documentary  —  “Melania,” a documentary that shadows the first lady of the United States in the lead-up to Donald Trump's second presidential inauguration …
Washington Post:
Independent journalists Don Lemon and Georgia Fort have been released from custody after their arrests for coverage of a protest at a Minnesota church  —  The former CNN host was taken into custody in Los Angeles.  —  Federal authorities arrested independent journalist Don Lemon in Los Angeles …
RELATED:
Richard Luscombe / The Guardian:
Press freedom groups denounce the arrests of journalists Don Lemon and Georgia Fort, saying the arrests are an “unequivocal attack on the First Amendment”
Lucas Shaw / Bloomberg:
A look at Netflix's bid for WBD and the regulatory hurdles ahead, as Ted Sarandos is set to testify before the US Senate antitrust subcommittee on February 3  —  Netflix has long excelled at avoiding regulatory entanglements.  That's about to change.  —  Happy Grammy Sunday and a special shoutout …
Trishla Ostwal / Adweek:
Amazon Ads announces the open beta of its Model Context Protocol server, which lets advertisers connect AI agents to Amazon Ads through a single integration  —  At IAB ALM, the retail giant pitched MCP as infrastructure for AI agents to run advertising workflows more efficiently
Discussion: MediaPost, AdExchanger and PYMNTS.com
CNBC:
Sensor Tower: Latin American downloads of the top 20 microdrama apps rose ~402% YoY in 2025; ReelShort and DramaBox led with 77M and 74M downloads, respectively  —  Latin America's media landscape is being reshaped by a new suite of entertainment producers, as short drama platforms …
Discussion: Business Insider
 
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 More News: 
Peter White / Deadline:
Versant-owned E! acquires the US broadcasting rights for the 2026 BAFTA Film Awards, taking over from previous rights holder BritBox
Discussion: The Wrap, Variety and Awards Radar
Kerry Flynn / Axios:
The IAB proposes draft legislation to protect publishers from AI companies using their content to train models and generate summaries without compensation
Discussion: IAB and TVNewsCheck
 Earlier Picks: 
 

 
From Techmeme:

Wall Street Journal:
Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products

Pia Singh / CNBC:
IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization

Jack Pitcher / Wall Street Journal:
Software stocks extended their weeks-long selloff on Monday; several of the biggest decliners were discussed in a post by Citrini Research
 
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