Welcome back to What I’m Hearing, en route to L.A. from a fun birthday weekend with family (and monitoring SAG-AFTRA progress) in Charleston.
Programming note: This week on The Town, Lucas Shaw and I broke down the strike-impacted ’24 movie calendar, former TV scheduler Preston Beckman predicted a retreat from streaming’s binge model, and Bethenny Frankel made the case for reality TV stars to join SAG-AFTRA. Subscribe here and here.
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Discussed in this issue: Jeff Zucker, David Zaslav, Robert De Niro, Tim Cook, Taylor Swift, Michelle Williams, Gunnar Wiedenfels, Ted Sarandos, Fran Drescher, Casey Bloys, Robert De Niro, Dwayne Johnson, Ike Perlmutter, Viola Davis… and the Armie Hammer soft relaunch.
|Don’t look now but Redstone’s Paramount Global, the red-headed stepchild of the Streaming Wars, is up 28 percent this week. Nobody totally knows why; it’s probably because the company only lost $238 million on streaming this quarter, down 44 percent from $424 million last quarter; but maybe not! Warner Discovery, Disney, Lionsgate, and other peer share prices also were...