Content StrategyPositives underpinning management expectations for mild 3Q and 4Q revenue growth are strong metrics for Outlander prequel Blood of My Blood, providing a new anchor for the female romance signature IP and a new P-Valley entry appealing to urban demographics.
Cost ManagementA stronger second-half slate and expense controls leave '25 adjusted OIBDA guide unchanged.
Subscriber GrowthManagement expects OTT sub growth over the next two quarters, with sub trends improving primarily due to the successful premiere of Outlander: Blood of My Blood.