Good Morning Media!

Research evidence excerpt

Good Morning Media!

Equity Research

Industry Update — June 16, 2026

Media

Our Call Steven Cahall

Good Morning Media! is our daily take on the relevant newsflow affecting the Media & Equity Analyst | Wells Fargo Securities, LLC

Steven.Cahall@wellsfargo.com | 212-214-8240

Cable sectors.

Omar Mejias

Equity Analyst | Wells Fargo Securities, LLC

Microdramas, major changes. Peacock is making a major push into mobile-first and Omar.Mejias@wellsfargo.com | 787-370-9353

vertical video content, launching a new swipeable vertical feed alongside Bravo-themed Wojtek Majerczak

microdramas designed specifically for phones. The strategy includes short-form scripted Associate Equity Analyst | Wells Fargo Securities, LLC

and unscripted series, vertical live sports coverage for the NBA and FIFA World Cup, Wojtek.Majerczak@wellsfargo.com | 212-214-5480

AI-powered Bravo recommendation feeds, mobile games, and shoppable livestreams.

(Source: THR)

More podcasts pls. NFLX and IHRT are expanding their exclusive video podcast

partnership, adding new celebrity-driven shows from Martha Stewart, Kate Hudson &

Oliver Hudson, and Lele Pons to NFLX alongside existing IHRT podcasts like The Breakfast

Club and My Favorite Murder. Recall, NFLX has already launched The Breakfast Club as its

first live weekday daytime program. Notably, IHRT will retain all the audio-only rights and

distribution for the shows included in the deal. (Source: The Wrap)

New and improved. CableLabs and the cable industry are already looking beyond current

DOCSIS 4.0 deployments, heading up an “optional annex” enhancement that would

extend HFC spectrum to 3GHz and potentially enable speeds up to 25 Gbps. CableLabs is

also pushing for 6GHz networks capable of 50 Gbps. Improving coax network frequencies