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11:40 PM ET, February 5, 2026

Mediagazer

 Top News: 
Todd Spangler / Variety:
Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B  —  The company's shares fell in after-hours trading Thursday after Amazon said it expected $200 billion in capital spending for 2026 as it races to compete in the AI space.
Corbin Bolies / The Wrap:
News Corp reports $242M in Q2 net income, down 21% YoY, rev. up 6% YoY to $2.36B vs. $2.30B est., digital-only WSJ subs up 13% to 4.3M, HarperCollins rev. up 6%  —  The company's Dow Jones and real estate businesses also posted revenue growth  —  News Corp CEO Robert Thomson highlighted …
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Etan Vlessing / The Hollywood Reporter:
Lionsgate reports a Q3 net loss of $46.2M, vs. a $21.9M loss a year earlier, $724.3M in revenue, vs. $705.9M est., motion picture revenue up 35% YoY to $421.2M  —  The Hollywood major unveiled its latest financial results as a standalone film and TV studios company after splitting from its Starz streaming platform.
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Jeremy Barr / The Guardian:
Marty Baron says “I firmly believe” Jeff Bezos prioritizes his other interests over WaPo; Jim VandeHei says “I have no clue what their strategy was or is”  —  On Wednesday, storied newspaper axed nearly one-third of company after earlier unpopular moves by owner Jeff Bezos
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Derek Thompson / @dkthomp:
Matt Murray saying that WaPo will no longer write for “one slice of the audience” demonizes the strategy of fiercely reporting on Trump that made it successful
Ruth Marcus / New Yorker:
How Jeff Bezos forced WaPo into severe decline in President Trump's second term, including mass layoffs that seem to transform it into a kind of Politico-lite
Todd Spangler / Variety:
Ex-WaPo Executive Editor Marty Baron says “this ranks among the darkest days in the history of” the paper; WaPo laid off Amazon beat reporter Caroline O'Donovan
Discussion: @ceodonovan, gofundme.com, @markfollman.bsky.social, @propublicaguild.org, @flyingwithsara.bsky.social, @mrdanzak.com, @jennycohn.bsky.social, The Bulwark, @51st.news, campaignlive.com, Associated Press, @bestforbritain.org, @fheinderyckx@mastodon.social, The Guardian, @corbinbolies, @benmullin, @ceodonovan, @jeremymbarr, @mat, @mlcalderone, @senwarren, @kensweet, @davidfolkenflik, @davidfolkenflik, IJR, NPR, @sherrilynifill@threads.com, @geoffrbennett@threads.com, The Wrap, PBS NewsHour, NewsMax.com, The Moderate Voice, Forbes, @gabyhinsliff.bsky.social, Joseph Menn on LinkedIn, LinkedIn News, Miriam Smallman on LinkedIn, Emily Guskin on LinkedIn, @nhannahjones.bsky.social, @nhannahjones.bsky.social, Gizmodo, Salon, The Independent, @viacristiano.bsky.social, @alissawilkinson.bsky.social, GeekWire, @kateconger.com, @heidireinberg.bsky.social, @justinbaragona.bsky.social, @noahshachtman.bsky.social, @davidakaye.bsky.social, @laurenkaorigurley.bsky.social, Daniel Wolfe on LinkedIn, @anoraker.com, @sadbumblebee.buzz, Fast Company, Fox News, @sifu.tweety.fish, The Hill, @harrisondsmith.bsky.social, @timrecuber.bsky.social, @susanrinkunas.com, Politico, @karaswisher.bsky.social, @juliaangwin.com, Lori Montgomery on LinkedIn, @raphae.li, @drewharwell.com, @tierneymaps.bsky.social, HuffPost, New Republic, Washington …, Talking Biz News, @tcobserver12.bsky.social, Mediaite, @dan-sinnamon.bsky.social, @thelincoln.bsky.social, @joshuasweitz.bsky.social, @thrasherxy.bsky.social, @davidzipper.bsky.social, @actfortransit.bsky.social and @reevesjw.bsky.social
Oliver Darcy / Status:
Sources: MS NOW is in advanced discussions with Crooked Media on a licensing deal to air some of the podcast network's programs on MS NOW's linear channel  —  When Comcast announced in late 2024 that it planned to split off MS NOW and the rest of its cable assets, industry observers wondered …
Discussion: Barrett Media and Media Play News
Wall Street Journal:
Inside Disney's search for a successor to Bob Iger: 100+ candidates narrowed to Josh D'Amaro, named CEO, and Dana Walden, who was promoted to ensure she stayed  —  Company's succession committee reviewed information on over a hundred candidates before the race narrowed to two
Barry Schwartz / Search Engine Land:
Google releases a core update to Discover, rolling out first to US users, aiming to cut clickbait and show more locally relevant, in-depth, timely content  —  Google has released the February 2026 Discover core update, which focuses specifically on how content is surfaced in Google Discover.
Sergiu Gatlan / BleepingComputer:
Substack notifies users about a “limited” data breach in October 2025, found on February 3 and now patched; a threat actor leaked a database of ~697K records  —  Newsletter platform Substack is notifying users of a data breach after attackers stole their email addresses and phone numbers in October 2025.
 
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 More News: 
Todd Spangler / Variety:
Kamala Harris rebrands and revives KamalaHQ as Headquarters, a “Gen-Z led progressive content hub”, in partnership with People For the American Way
Jeffrey A. Trachtenberg / Wall Street Journal:
Spotify partners with Bookshop.org to let Premium US and UK subscribers buy hardcover and paperback books via its app starting in spring; Spotify will get a cut
 Earlier Picks: 
Todd Spangler / Variety:
Sony Pictures reports Q3 revenue down 11% YoY to $2.32B and operating income down 9% to $197M; Sony Music operating income grew 9% YoY to $690M on $3.5B revenue
Discussion: Deadline and Wall Street Journal
 

 
From Techmeme:

Rachel Metz / Bloomberg:
Anthropic releases Claude Opus 4.6, which it says can analyze company data, regulatory filings, and market information to create detailed financial analyses

Amazon:
Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% to $21.19B; AMZN drops 11%+ after hours

Vicky Ge Huang / Wall Street Journal:
Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year
 
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