Market & Commercial Dynamics

• Bending Spoons Shares Cool From Debut Highs in First Week as a Public Company

  Public markets are still pricing in integration risk for Bending Spoons' roll-up model — the pullback from debut highs signals investors want more proof points before sustaining the initial pop.

• ITVX Crosses 400 Million Monthly Streams for the First Time

  ITVX hit its record month just as ITV agreed to sell the platform to Sky, underscoring how much streaming momentum is changing hands in that deal.