Q&A with Ted Sarandos on the scenario planning Netflix did before Paramount's final WBD bid, how Paramount's deal closing could lead to cuts of $16B+, and more
When Netflix Inc. dropped out of the bidding for Warner Bros. Discovery Inc. on Feb. 26, the news came as a surprise to many in Hollywood.
Netflix actually won by walking away from the WBD bid, collecting a $2.8B termination fee and driving up the price and debt load of the Paramount-WBD merger
A smart call and win for shareholders.Daniel Strauss /@danielstrauss:“Substantial layoffs seem certain, but cost cutting alone won't make the operation into the sort of entertainme...
Netflix actually won by walking away from the WBD bid, collecting a $2.8B termination fee and driving up the price and debt load of the Paramount-WBD merger
King of streaming preserves its business model, while Paramount will have to deal with a massive debt load
Roku reports Q4 revenue up 16% YoY to $1.39B, vs. $1.35B est., and an $80.5M net income, vs. a $35.5M net loss in Q4 2024
The streaming hardware maker forecasts 16% revenue growth in 2026 — Shares of Roku climbed as much as 13% in after-hours trading on Thursday …
Roku reports Q4 revenue up 16% YoY to $1.39B, vs. $1.35B est., and an $80.5M net income, vs. a $35.5M loss in Q4 2024; ROKU jumps 9%+ after hours
The streaming hardware maker forecasts 16% revenue growth in 2026 — Shares of Roku climbed as much as 13% in after-hours trading on Thursday …
Q&A with YouTube VP of Subscription Products Christian Oestlien on YouTube TV's future, the NFL and Oscars deals, its friendly rivalry with Netflix, and more
YouTube is going to start selling cheaper TV bundles for sports fans, news junkies — Happy Super Bowl Sunday …
Q&A with Netflix co-CEO Ted Sarandos about the $83B WBD bid, Trump's involvement in the deal, maintaining a 45-day theatrical window for WBD releases, and more
The company's co-chief executive sat down for an extensive interview for the first time since announcing plans to buy Warner Bros. Discovery's film and TV business.See also Mediaga...
Eddy Cue says 2025 was a “record-breaking year” for Apple services: December was a monthly TV engagement record, the App Store has 850M+ weekly users, and more
The Apple services executive released a note saying that Apple TV set new monthly engagement records, while Apple Music has hit subscriber records.
Eddy Cue says 2025 was a “record-breaking year” for Apple services: December was a monthly TV engagement record, the App Store has 850M+ weekly users, and more
The Apple services executive released a note saying that Apple TV set new monthly engagement records, while Apple Music has hit subscriber records.
Apple and Major League Soccer agree to make all MLS games available on Apple TV for no extra charge from 2026, ending the MLS Season Pass subscription
Season Pass Is Gone X: @nineradvocate : @JoePompliano Translation: you now have to pay for a full Apple+ subscription to get MLS Season pass. Many of us were getting it for free; b...
Netflix shifts its video game strategy to focus on popular titles like Pictionary, Boggle, and Tetris, playable in its app on TVs using phones as controllers
I had the chance to get hands-on with several of the newly announced games coming to TVs soon … Bluesky: Theo Priestley / @tprstly.com : Netflix should just bring back DVD games li...
Netflix shifts its video game strategy to focus on popular titles like Pictionary, Boggle, and Tetris, playable in its app on TVs using phones as controllers
I had the chance to get hands-on with several of the newly announced games coming to TVs soon … Bluesky: Theo Priestley / @tprstly.com : Netflix should just bring back DVD games li...
Netflix shifts its video game strategy to focus on popular titles like Pictionary, Boggle, and Tetris, playable in its app on TVs using phones as controllers
I had the chance to get hands-on with several of the newly announced games coming to TVs soon … Bluesky: Theo Priestley / @tprstly.com : Netflix should just bring back DVD games li...
Alphabet reports YouTube's Q3 ad revenue rose 15% YoY to $10.26B, vs. $10.01B est., and Google's ad revenue reached $74.18B, up from $65.85B in Q3 2024
Todd Spangler / Variety :
Alphabet reports Q3 revenue up 16% YoY to $102.35B, vs. $99.89B est., Cloud revenue up 34% to $15.16B, and net income up 33% to $34.98B; GOOG jumps 5%+
Alphabet Announces Third Quarter 2025 Results
Apple and NBCUniversal announce an Apple TV and Peacock Premium bundle for $14.99/month, representing a 30%+ discount to buying both subscriptions individually
here's what you get and how much you save El Kuiper / Screen Rant : Apple TV And Peacock Bundle: Streaming Services Team Up Hannah Miller / Bloomberg : Apple TV Joins With NBC's Pe...
Sources and docs: Amazon has increased Prime Video's ad load to 4-6 minutes per hour, up from 2-3.5 minutes per hour when it introduced ads in January 2024
streaming just got a lot worse David Satin / The Streamable : Prime Video has doubled the number of ads it makes viewers watch Ian Carlos Campbell / Engadget : Prime Video reported...
Netflix says its ad-supported tier now has 94M MAUs, up from 70M in November 2024, and reaches more 18- to 34-year-olds than any US broadcast or cable network
It says it is testing the types of advertisements its subscribers are willing to endure. If you want to opt out you have to pay more money. — The enshittening of Netflix is almo...
Netflix reports Q1 revenue up 12.5% YoY to $10.54B, vs. $10.51B est., net income of $2.89B, and stops reporting subscriber numbers on a quarterly basis
April 17, 2025 Fellow shareholders, ● We are off to a good start in 2025. Annika Masrani / TipRanks Financial : Netflix Stock (NFLX) Pops as Earnings Beat but Tariffs Threaten Grow...
Ted Sarandos says Netflix talent uses “AI tools to do set references, pre-vis, VFX sequence prep, shot planning” and AI can make movies “10% better”
Citing recent comments by James Cameron, Netflix Co-CEO Ted Sarandos said he hopes AI can make films “10% better,” not just “50% cheaper.”