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Activist investor ValueAct Capital takes a 7% stake in The New York Times and urges an aggressive rollout of subscriber-only bundles; NYT's stock jumps 10%+ — Activist investor ValueAct Capital Management has built a new position in the New York Times Co., contending the iconic newspaper company …
Discussion:
New York Times, @espiers, @newsynick, @nytimesbusiness, @benmullin, @felixsalmon, @trengriffin, @bernstein, @jeffjarvis, Financial Times, Wall Street Journal and CNBC

Twitter outlines its Civic Integrity Policy ahead of the US midterm elections, including state-specific hubs featuring local news and better account protections — Twitter is the place to find real-time, reliable information about the 2022 midterms - whether you're looking for breaking news from reporters …
Discussion:
@twittersafety, @shayan86, @tomfitton, @hippojuicefilm, @michaelmalice, @donie, @levinejonathan, @w7voa, @tedcruz, @bretweinstein, @digiphile, @twittersafety, New York Post, Gizmodo, The Hill, CNET, CNN, Reclaim The Net, Mediaite, Engadget and The Hill

Substack's Hamish McKenzie changes his title to Chief Writing Officer from COO to emphasize the platform's respect for writers and says he'll be writing more — The first job title I've ever taken seriously … Audio playback is not supported on your browser. Please upgrade.

While Disney has more streaming subscribers than Netflix, Disney+'s US and Canada ARPU was $6.27/month in its Q3, vs. Netflix's ARPU of $15.95/month in its Q2 — But the value of those subscriber bases is much different. — Domestically, for example, Disney+ generated about 39% …
Discussion:
Axios, Films and Faith, @xpangler, The Walt Disney Company, SlashFilm, Associated Press, Decider, TechCrunch and TVLine
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Disney hit 221.1M global streaming subscribers in its Q3, above Netflix's 220.7M in its Q2; Disney+ had 152.1M subscribers, Hulu had 46.2M, and ESPN+ had 22.8M
Discussion:
CNN, The Guardian, IPG Media Lab, Observer, Gamereactor UK, Fortune, Broadband TV News, Boing Boing, MediaPost, Too Much TV Newsletter, IndieWire and CNBC
Erik Hayden / The Hollywood Reporter:
Disney lowers its Disney+ subscriber forecast to between 135M and 165M by 2024, and separates its Disney+ Hotstar subscriber guidance, aiming to hit 80M by 2024
Disney lowers its Disney+ subscriber forecast to between 135M and 165M by 2024, and separates its Disney+ Hotstar subscriber guidance, aiming to hit 80M by 2024
Discussion:
Forbes, The Great Reset Diary 2022, @nixxin, @carnage4life, Wall Street Journal, The Hollywood Reporter, Deadline, CNBC and Variety

Mailchimp cracks down on newsletters from crypto-related content creators, suspending the accounts of crypto wallet Edge, intelligence firm Messari, and Decrypt — The email marketing platform Mailchimp has been suspending the accounts of crypto-related content creators and media outlets this week.
Discussion:
@decryptmedia, The Coin Crunch, @readdanwrite, CoinDesk and Waivly, more at Techmeme »
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Chicken Soup for the Soul Entertainment, which owns the streaming service Crackle, completes its acquisition of Redbox in a $375M all-stock deal — The acquisition bolsters the combined entity's presence in the fast-growing ad-supported streaming space. — Crackle streaming service owner …
Discussion:
The Streamable, Digital TV Europe, @zaackhunt and Variety

A look at the pros and cons of Canada's Online News Act, which could be made more inclusive but has greater transparency than Australia's news bargaining bill — While many governments around the world have begun to more actively engage in the journalism policy space in recent years …
Discussion:
@niemanlab, Journalism news …, @journo_dale, @emilybell and @supriyadwivedi

A look at livestreamed e-commerce, already mature and established in China, which TikTok, YouTube, Meta, Amazon, and others want to bring to the US and Europe — Manrika Khaira regularly broadcasts live on TikTok to her following of more than half a million people.
Discussion:
@anjliraval, @cristinacriddle, @richlightshed, @astaniscia86, @liahaberman, @mattnavarra and Simon Owens's Media Newsletter

CNN, WaPo, NBC, and Scripps ask a court to unseal all documents tied to Trump's Florida home search, including those not covered by a DOJ bid to unseal warrant — CNN, joined by The Washington Post, NBC News and Scripps, asked a court on Thursday to unseal documents connected to the FBI search …
Discussion:
@brianstelter, @brianstelter, @dangillmor, @meridithmcgraw, Beyond The Optics, Bloomberg, @jayrosen_nyu and Slate

Fox Entertainment plans to expand its free, ad-supported streaming service Tubi to Costa Rica, Ecuador, El Salvador, Guatemala, and Panama later in August 2022 — Fox Entertainment's Tubi is upping its free-streaming game in Latin America, set to launch in five countries in the region later this month.
Discussion:
MediaPost, Digital TV Europe and Media Play News

Outlets like the LA Times and Vanity Fair juice traffic by buying ads in mobile game Subway Surfers, which offers rewards for viewing ads or skimming articles — We played Subway Surfers for three weeks. Of 365 ads, 124 were articles from 26 different publishers.
Discussion:
@simonowens, @danbeucke, @marketingbrew, @bymeg and @ryanbarwick

Charter is shutting down Spectrum Originals, after launching its original scripted content initiative in 2019, as production costs increase — EXCLUSIVE: Charter Communications is getting out of the original programming business. The decision to shut down Spectrum Originals comes as Katherine Pope …

Fortune, Bloomberg, Forbes, Gizmodo, and Money are growing their dedicated blockchain and crypto teams, even amid a bear market, to better explain the tech — The week the cryptocurrency market crashed in mid-June, Fortune sent Jeff Roberts an offer to become its crypto editor and oversee building a team of reporters.
Discussion:
@jeffjohnroberts and TechCrunch