Good Morning Media!

研报英文原文证据摘录

Good Morning Media!

Equity Research

Industry Update — June 5, 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

Fight for the north. PSKY and UFC are expanding their rights deal to Canada beginning in Omar.Mejias@wellsfargo.com | 787-370-9353

2027, making Paramount+ the exclusive home of all 13 UFC numbered event main cards Wojtek Majerczak

for six years at no extra cost to subscribers. The move builds on PSKY’s $7.7bn UFC pact Associate Equity Analyst | Wells Fargo Securities, LLC

across the US and LatAm and supports its push to lift Paramount+ in streaming. UFC has Wojtek.Majerczak@wellsfargo.com | 212-214-5480

become the service’s top live draw, with 10mm+ households watching 100mm+ hours

and viewership running 15x recent PPV averages. (Source: Deadline)

AI money. Suno just raised over $400mm in Series D funding at a $5.4bn post-money

valuation, more than doubling its $2.45bn mark from November. Bond Capital led the

round, with IVP, Forerunner, USV, Alkeon and others participating. CEO Mikey Shulman

says proceeds will fuel hiring, product development and growth. Suno has 2mm+ paid

subs and is tracking toward $300mm in annual revenue, but copyright lawsuits from

major labels and rights groups remain an overhang. (Source: MBW)

Screen time shake-up. YouTube has overtaken NFLX in global daily viewing, averaging

99.1 minutes per day in 2025 vs NFLX at 87.1 minutes across nearly 20 markets. Digital

i says YouTube is increasingly a mainstream TV destination, not just social video. Non-