Episode
EARNINGS SEASON: PINTEREST, TF1, & ROKU
- Podcast
- The Media Odyssey
- Published
- Feb 19, 2026
- Duration seconds
- 2314
- Processing state
not_requested
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Summary
Pinterest loses 14% in five days, Roku posts its first profitable year, and Netflix's market cap drops $200 billion. Welcome to The Media Odyssey Live! In this live earnings coverage episode, Evan Shapiro and Marion Ranchet break down results from Pinterest, Roku, and TF1, while also discussing the ongoing Netflix-Warner Brothers Discover-Paramount saga. The conversation reveals how mobile-first platforms like Meta and TikTok are crushing traditional social media, how Roku finally achieved full-year profitability after pivoting from hardware to platform, and how European broadcasters are making deals with streamers to survive. Rather than celebrating growth, the hosts examine what's really driving (or killing) these businesses and how consolidation fears are freezing the entire media industry. The episode is a reality check on how companies that seemed invincible just a few years ago are now struggling to compete, while the bidding war for Warner Brothers Discovery is creating dangerous industry-wide paralysis. Key Takeaways: 1. Pinterest Is Losing the Social Media Battle Despite User Growth Pinterest reported 16% revenue growth for 2025 and monthly average users up 12% year-over-year in Q4. However, their stock dropped 14% in five days following earnings. The company cannot close direct transactions because users shop on Pinterest then complete purchases on Amazon, Meta, or TikTok. Pinterest acquired TV Scientific, a CTV advertising company, to try to activate their shoppable e-commerce data on the big screen. The fundamental problem is that Pinterest is losing advertising share to Meta, TikTok, YouTube, and Amazon, particularly on mobile where those platforms dominate. 2. Roku Achieves First Full-Year Profitability After Platform Pivot Roku posted their first profita…