Rob Arthur

BREAKING: $AMC Entertainment Holdings Inc. closes below $1.00 for the first time ever. 🚨

I think a lot of people are missing Adam Aron's exact point in his latest post.He’s NOT deflecting blame. He’s literally spelling out that the whole market is getting hammered by macro forces, which has dropped the Dow to its 5-month low and the S&P to its 4-month low.Classic 'rising tide lifts all boats' but in reverse. When the tide goes out , every boat sinks together not just AMC. Adam is still bullish on AMC’s own earnings power and 2026 box-office growth lifting our EBITDA significantly once this storm passes.He’s acknowledging our pain (he feels it too), pointing to the external storm everyone can see, and reminding us the company fundamentals are still heading in the right direction.The tide will turn , focus on what AMC controls while the macro settles.🙏🎬

Wall Street hates the Paramount-Warner deal. There's a shareholder derivative lawsuit here against the Ellisons, or maybe the deal doesn't even go through. wsj.com/livecoverage/s…

I know from my own losses and in reading your comments on X/Twitter how distraught many of you are with falling share prices. In looking at the likely 2026 industry-wide Box Office, we still expect it to grow materially over 2025 and if so that inexorably would significantly increase AMC’s EBITDA. However, the external macro backdrop around us is terrible. War in the Middle East, world oil prices soaring above $100 per barrel and other concerns have knocked the Dow Jones average to its lowest point in five months and the S&P 500 to its lowest point in four months. As for AMC, I am optimistic about our power to increase our earnings this year over last year. As for the state of the world, we will all read the news together. Naturally, we all can wish for the best on global developments.

David Ellison Hopes to 'Build a Stronger Hollywood' and Save Jobs by Keeping Paramount and WBD Operating Separately thewrap.com/media-platform…

David Ellison Sends Letter to CA Lawmakers Outlining Plan to Keep Hollywood Jobs Local (Exclusive) hollywoodreporter.com/business/busin…

Hollywood Money Gushed from the Gulf. Then Came War Smart story from @TheAnkler theankler.com/p/hollywood-mo…

Netflix is planning a global KPop Demon Hunters concert tour for next year. Promoters are salivating. But… who will perform as the girls? It may be entirely virtual. Scoop —> bloomberg.com/news/articles/…

Exclusive: Paramount Skydance's proposed acquisition of Warner Bros Discovery will ‘absolutely not’ have a fast track to approval because of political factors, the head of the US Department of Justice's antitrust division told Reuters in an interview reut.rs/41biFxN

Bob Iger steps down from Disney today as one of the most successful CEOs in modern media.⁠ ⁠ Across two stints, Iger transformed Disney into a global IP machine, anchored by four defining deals. Pixar ($7.4B, 2006) restored Disney’s animation dominance with hits like Toy Story and Inside Out. Marvel Entertainment ($4B, 2009) unlocked the MCU, now a $30B+ box office engine. Lucasfilm ($4B, 2012) brought Star Wars back to life and turned it into a multi-platform franchise, per @Variety. ⁠ Then came 21st Century Fox ($71.3B, 2019) — the most complex bet of all. The deal added Avatar, X-Men, The Simpsons, FX, and a controlling stake in Hulu, giving Disney the scale and library to compete in streaming and fully integrate Disney+. While direct revenue isn’t broken out like the others, the Fox assets became foundational to Disney’s streaming push and global content pipeline.⁠ ⁠ His 2022 return stabilized the business at a critical moment, restructuring operations, repairing creative relationships, and pushing streaming toward profitability as parks and studios rebounded. The only real misstep: a failed 2020 succession plan that brought him back. Still, Iger leaves Disney reset and operating off the blueprint he built.⁠ ⁠ Legend.⁠

Bob Iger is stepping down as #Disney CEO tomorrow. Under his tenure, the company acquired three divisions that have generated massive returns: • Pixar (2006): $40B+ • Marvel (2009): $13B • Lucasfilm (2012): $12B Read more about Iger’s legacy: wp.me/pc8uak-1lH1AU

🚨 OFFICIAL: Champions League quarter finals are set! 🏆✨ 🇩🇪 Bayern 🆚 Real Madrid 🇪🇸 🇪🇸 Barcelona 🆚 Atlético 🇪🇸 🇵🇹 Sporting 🆚 Arsenal 🏴󠁧󠁢󠁥󠁮󠁧󠁿 🇫🇷 PSG vs Liverpool 🏴󠁧󠁢󠁥󠁮󠁧󠁿 Who’s going to Budapest? 👀

"there is tremendous power in owning a consumer’s journey from the moment he or she powers up the TV, to the content that’s displayed, to what they end up watching." “If I were David Ellison, I would have bought Roku,” Greenfield said. “More so than I would have gone after Warner Bros. Discovery. If you’re playing from behind in streaming, how could you turbocharge yourself overnight? It’s sexy to buy content, but you may get a lot more by buying a TV O.S.” thanks for the shoutout @PuckNews @loudmouthjulia @MattBelloni $ROKU @Roku puck.news/could-david-el…

The Oscars drew its smallest audience for the awards since 2022 Full chart: hollywoodreporter.com/h/charts/?taid…

A self-deputized crisis communications adviser for Paramount Skydance president Jeff Shell is claiming to have intimate knowledge of talks between Larry Ellison and President Donald Trump on the bidding war for Warner Bros. hollywoodreporter.com/business/busin…

Oscars Viewership Slides 9%, Its First Drop Since 2021 - The New York Times nytimes.com/2026/03/17/bus…

The Senegal players will now have to give their AFCON medals back. Sounds like a job for the trophy redistribution unit… 18+ GambleAware

TV Ratings: Oscars Fall to 17.9 Million Viewers, Lowest Since 2022 hollywoodreporter.com/tv/tv-news/osc…

Oscars TV audience shrinks 9% in US from last year reut.rs/4sK19N0 reut.rs/4sK19N0

L.A. Soundstage Occupancy Held Steady During First Half Of 2025 But Remains Way Below A Decade Ago, FilmLA Says deadline.com/2026/03/los-an…