Latest / Studio Signal / Studio Signal — Week Ahead, Sunday, May 10, 2026
Transcript
- Good morning, I'm Kai Rivers and this is Studio Signal — the week ahead edition, brought to you by Harkins Capital. Let's get into it. Alright, before we look ahead, we have to talk about the weekend box office, because it is an absolute monster. The moms have spoken, and they did not come to play. The Devil Wears Prada 2 stormed to a number one finish, pulling in another forty-three million dollars this Mother's Day weekend. In just its second weekend, the sequel has already blown past the entire lifetime gross of the original film, hitting a massive four hundred and thirty-three million dollars globally. That's on a hundred-million-dollar budget, making this a huge, undeniable commercial success for Disney and a signal that this IP has some serious runway. Meanwhile, the musical biopic Michael is still moonwalking its way up the charts, now at a stunning five hundred and seventy-seven million dollars worldwide in its third weekend. Also making waves this weekend, a story we touched on Saturday continues to develop. IndieWire is reporting on the lawsuit actress Q'orianka Kilcher filed against James Cameron, alleging the chin of Neytiri in Avatar was based on her likeness. Cameron’s team calls the suit frivolous, but the conversation it’s starting is anything but. It's forcing a very real, very complicated discussion about AI, digital actors, and who owns a likeness in the age of infinite digital manipulation. It’s a question the entire industry is going to be wrestling with for years. Okay, let's turn to the week ahead. It's looking like a big one for streaming and gaming giants. On Tuesday, all eyes will be on Disney as they report their second-quarter earnings. The big question here is all about subscribers. After their last report, Wall Street is desperate to see if the growth at Disney Plus is sustainable and if the company's path to profitability in streaming is still on track. Expect every metric, from subscriber numbers to average revenue per user, to be under a microscope. Then on Wednesday, we get a look under the hood at Roblox. They'll be reporting their Q1 earnings. Roblox has been a fascinating story of a company navigating the post-pandemic world, trying to maintain its incredible growth while also investing heavily in the metaverse. We'll be watching to see if their user engagement and monetization strategies are holding strong against a tough economic backdrop. And rounding out the big reports, on Thursday we'll hear from Fox Corporation. With the ongoing shifts in broadcast television and the high-stakes world of sports rights, Fox's earnings will give us a clear read on the health of traditional media and its pivot to live events and news. So the key questions for this week are pretty clear. Can Disney deliver the streaming numbers that prove its turnaround story is real? Will Roblox show that it can keep users spending in its virtual worlds? And what will Fox's report tell us about the resilience of old-school broadcasting in a streaming-first world? It’s shaping up to be a week where the market gets some real answers on the biggest strategic questions facing the industry. You know, staying on top of all these moving pieces is exactly what we do here every morning. If you want this level of M&E intel every single day, you should head over to studiosignal-dot-app. The first one thousand users get their first month of Pro for free. Just use the code STUDIO at checkout. Spots are limited, so grab yours while they last. That's your signal for the week ahead. I'm Kai Rivers — rest up, because it's going to be a big one. I'll see you tomorrow morning.