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Greg Peters says Netflix plans to bring new content types like video podcasts to its vertical video feed, and plans to roll out a new mobile UI later in 2026 — The streamer plans to add video podcasts into its mobile feed and upgrade its mobile user interface.
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TechCrunch, Deadline, @js@podcastindex.social, Deadline and The Verge
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Netflix reports Q4 revenue up 18% YoY to $12B vs. $11.97B est., 325M paid subs, 2025 revenue up 16% to $45.2B, plans to increase content spend by 10% in 2026 — Netflix Inc. delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead …
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The Hollywood Reporter, TV Tech, Advanced Television, Los Angeles Times, Reuters, The Hill, Wall Street Journal, Channel NewsAsia, PYMNTS.com, The Wrap, TheDesk.net, The Movie Blog, Watcher Guru, Dow Jones Newswires, Yahoo Finance, Associated Press, Coinpaper, CNBC, Netflix Inc., Front Office Sports, Cord Cutters News, Lucas Shaw on LinkedIn, Proactiveinvestors UK and Media Play News, more at Techmeme »
Netflix's ad revenue hit $1.5B in 2025, up by more than 2.5x vs. 2024, and viewing hours grew 2% YoY in H2, driven by a 9% rise in viewing of branded originals — Earnings per share came in a penny ahead of expectations at 56 cents, while revenue of $12.051 billion exceeded the target of around $12 billion.
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AdExchanger, Business Insider, Adweek, Wall Street Journal, Variety, Yahoo Finance, Axios, Benzinga, The Information, @xpangler, The Verge, Bloomberg and Associated Press, more at Techmeme »
Netflix and WBD say Netflix revised its WBD offer to an all-cash deal for $27.75/share, with the same $82.7B value; its original bid had $59B in debt financing — Netflix and WBD announced Tuesday that they amended their definitive agreement for Netflix's proposed acquisition of Warner Bros. assets …
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Mediaweek, Deadline, The Guardian, Screen, Advanced Television, New York Times, CNN, Awful Announcing, About Netflix, The American Bazaar, Bloomberg, Agence France-Presse, Dow Jones Newswires, Broadband TV News, CBS News, Investing.com, AfroTech, Bitcoin Insider, UPI, primetimer.com, The Independent, Cartoon Brew, @brianstelter, The Post Millennial, Fast Company, WebProNews, mxdwn Television, The Daily Caller, EasternEye, StreamTV Insider, Washington Examiner, Miami Herald, The Irish Times, Proactive, @sarafischer, Radio & Television …, TheStreet, Yahoo Finance, Pulse 2.0, Sharecast, Blockonomi, Barrett Media, New York Daily News, The Wrap, Benzinga, TechCrunch, Cord Cutters News, Thurrott, The Standard, Far Out Magazine, CNBC, Reuters, iPhone in Canada, Outlook Business, NewsMax.com, The Verge, Los Angeles Times, Screen Rant, Axios, Forbes, Fox Business, Barron's Online, FX Empire, The Daily Upside and The Hollywood Reporter, more at Techmeme »
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Sources: banks including Wells Fargo, BNP Paribas, and HSBC began selling an extra $8.2B of short-term loans to help Netflix fund its WBD purchase — Banks including Wells Fargo & Co. on Tuesday started selling, or syndicating, an extra $8.2 billion of short-term loans to help Netflix Inc. fund …
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New York Post
Filings: WBD projects CNN will generate $1.8B in revenue and $600M in adjusted EBITDA for FY 2026; docs show CNN had revenue of $2.2B in 2021 and $1.8B in 2023 — Warner Bros. Discovery is revealing financial details in connection with its planned spinout of Discovery Global.
Discussion:
Deadline, @kbandersen, The Wrap, @pkafka, @benmullin, @kurtandersen.bsky.social, Bloomberg, Variety and Cord Cutters News
MS NOW hires Mike Nizza as VP of digital to focus on building out the network's subscription-based content — MS NOW has hired Mike Nizza as vice president of digital, with a focus on building out the network's subscription-based content. — Nizza will report to Madeleine Haeringer …
Discussion:
Talking Biz News and Mike Nizza on LinkedIn
Penske Media names Leila Cobo and Jason Lipshutz as co-chief content officers of Billboard, overseeing editorial content and newsroom operations — The pair will share oversight of Billboard's editorial content and newsroom operations. … Leila Cobo and Jason Lipshutz have been promoted …
Discussion:
The Wrap, Variety and The Hollywood Reporter
Nielsen: Christmas Day 2025 set a record for US streaming usage with 55.1B minutes, or 54% of all TV viewing for the day, beating Christmas 2024 by 3.9B minutes — The month of December also marked another all-time high for streaming usage. — With three streaming-exclusive NFL games …
Beehiiv expects to nearly double its annual revenue to $50M in 2026; it has 40K+ MAUs, including 15K paying subscribers; 1 in 7 new writers come from Substack — Beehiiv expects to nearly double annual revenue to $50 million this year as the newsletter startup challenges larger rival Substack …
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@denk_tweets, @loudmouthjulia and WebProNews, more at Techmeme »
A jury has found Edo, a TV ad measurement company, liable for breach of contract and says Edo must pay $18.3M in damages to rival iSpot; Edo plans to appeal — EDO, an advertising technology firm co-founded by actor and filmmaker Edward Norton, has been found liable for breach of contract by a federal jury.
Discussion:
Wall Street Journal, AdExchanger and Adweek
Snap reaches an agreement to settle a social media addiction lawsuit, a week before the start of a trial in the first of several such lawsuits — The settlement means Snap will avoid a trial where plaintiffs had planned to argue that social media platforms are inherently defective and subject to personal injury liability.
Discussion:
BBC, @justinhendrix.bsky.social and Bloomberg Law, more at Techmeme »