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VOICE ARCHIVE

Andrew A. Rosen

@aagave
16 posts
2026-01-23
Interesting third rail question that @benthompson interview with $NFLX co-CEO Greg Peters (artfully?) avoided: If WB employees & corporate culture are *not* a fit within NFLX culture, then what happens?
2026-01-23 View on X
Financial Times

Netflix co-CEO Greg Peters expects Netflix to win WBD, says Paramount's bid “doesn't pass the sniff test” and a “very small” number of WBD holders backed it

Co-chief Greg Peters says Netflix is winning Warner Bros shareholder support for a deal that would upend Hollywood

2025-10-18
Hollywood thinks Sam Altman “played” them with Sora's opt-out system, but the real problem is asymmetric information—neither side knows what IP is worth while a global legion of fans with AI tools are building without them. [image]
2025-10-18 View on X
The Hollywood Reporter

Inside the discussions between OpenAI and talent agencies about the video app Sora; some agents say studios have been too reluctant to challenge tech giants

OpenAI's CEO brazenly regurgitated major studios' characters to allow video app Sora 2 to spit out clips tailor-made for users.

2025-07-18
No mention of market competition in this Q2 letter to shareholders. That seems notable.
2025-07-18 View on X
BBC

Netflix used AI tools for the first time in one of its TV shows, for a VFX sequence; Ted Sarandos says the VFX costs would have been too high otherwise

Netflix says it has used visual effects created by generative artificial intelligence (AI) in one of its original TV shows for the first time.

No mention of market competition in this Q2 letter to shareholders. That seems notable.
2025-07-18 View on X
CNBC

Netflix reports Q2 revenue up 16% YoY to $11.08B, vs. $11.07B est., net income of $3.13B, and forecasts 2025 revenue of $44.8B-$45.2B, up from $43.5B-$44.5B

Netflix posted an earnings beat Thursday, as revenue grew 16% during the second quarter of 2025.

2025-06-10
Two years ago EVERYONE would have believed Hulu should be priced higher.  Disney has @Nielsen (and transparency in streaming) to thank for this discounted price tag.  That said, Hulu is still the better UX/UI for personalization than D+.  Pieces of it have been integrated into DIS streaming tech back-end...
2025-06-10 View on X
The Hollywood Reporter

Disney closes its deal with Comcast to buy out NBCUniversal's 33% stake in Hulu, paying an additional $439M, after agreeing in 2023 to pay a floor of $8.61B

Alex Weprin / The Hollywood Reporter :

2025-04-15
The tough part is reconciling this bullish gameplan with Sarandos' recent attempt at explaining how $NFLX competes with #YouTube: “There's a difference between killing time and spending time. So we're in the kind of how you spend time business moreso.” Is that a $1T business?
2025-04-15 View on X
Wall Street Journal

Source: by 2030, Netflix aims to reach a $1T valuation, earn ~$9B in global ad sales, double its $39B 2024 revenue, and triple its $10B 2024 operating income

Netflix Inc. might not be the first company you think of when you think of tariffs. Erik Gruenwedel / Media Play News : Samba TV: Max's ‘The Last of Us’ S2 Debut Viewership Tops S1...

2024-11-13
RIP the FAST formerly known as IMDb FreeDive formerly known as IMDb TV
2024-11-13 View on X
Variety

Amazon is shutting down Freevee, its free, ad-supported streaming service launched in 2019 under the IMDb brand, and plans to move the content to Prime Video

Amazon is officially shutting down Freevee, its free, ad-supported video streaming service originally launched under the IMDb brand nearly five years ago.

2024-07-11
Sad. I spoke to management two years ago and the strategy didn't add up to me. It's not only notable that they couldn't course correct, but that no buyer came in to course correct for them.
2024-07-11 View on X
Lowpass

A US court grants Redbox owner Chicken Soup for the Soul Entertainment Chapter 7 bankruptcy, paving the way for shutting down Redbox and liquidating its assets

Court hearing included allegations of fraud  —  Redbox is shutting down, corporate parent is being liquidated

2024-06-27
Alex didn't intend it this way but this 2nd graf—which comes after a reveal that Disney $DIS is trying to figure out how to add UGC to D+ (not happening)—implies that Disney doesn't understand its streaming customers. [image]
2024-06-27 View on X
CNBC

A look at YouTube's growing dominance as Nielsen says it had ~10% of all viewership on connected and traditional TVs in the US in May, ahead of Netflix's 7.6%

2023-12-02
Key detail getting lost in all the doomsaying about Musk. He was saying “f*ck you” to the 200 retail-cartel advertisers who spend across TV and digital. And therefore implicitly betting on the long tail of 10 million advertisers who spend on FB, Google, and others.
2023-12-02 View on X
Financial Times

X accelerates its plan to attract ad spending by SMBs, including outsourcing some ad sales to third parties, such as US-based marketing startup JumpCrew

this one will sting Will Shanklin / Engadget : Walmart says it's no longer advertising on X Aisha Counts / Bloomberg : Why Elon Musk Is Accused of Antisemitism and What It Means fo...

2023-08-25
The problem for ESPN is there's no proven demand for the brand beyond TV. It isn't competing and it seems yet to prove that to will be able to compete outside of linear. This is a lot PR kabuki. Amazon is better off figuring out an Amazon-native version of ESPN
2023-08-25 View on X
The Information

Sources: Amazon has had early talks with Disney about working on a streaming version of ESPN, perhaps helping with distribution and taking a minority stake

Amazon has had early talks with Disney about working on the streaming version of ESPN it is developing, said people familiar with the matter.

2023-08-02
These ad 💵 are now the embodiment of this emoji: 💸 They have flown to YT and they are not going back to linear.
2023-08-02 View on X
The Information

Sources: some top ad agency executives plan to commit at least 10% to 20% more with YouTube this fall than in 2022; traditional TV ad commitments are down 15%

Sahil Patel / The Information :

2022-10-12
Prediction: the best user experience for “The Office” will still be on YouTube https://twitter.com/...
2022-10-12 View on X
Variety

NBCUniversal partners with Meta to bring VR experiences to Quest headsets in 2023, from The Office, DreamWorks, Blumhouse, the Peacock streaming app, and more

Prediction: the best user experience for “The Office” will still be on YouTube https://twitter.com/...
2022-10-12 View on X
The Verge

Meta partners with Microsoft to bring Teams, Office, Windows 365, and Xbox Cloud Gaming to Quest VR headsets in the coming months; Teams will use Meta's avatars

Good morning!  Meta took the wraps off its Quest Pro VR headset … Kyle Wiggers / TechCrunch : Meta partners with Microsoft to bring Teams, Windows apps and games to Quest devices S...

2022-07-14
Given that it's 1. least-discussed outcome of $MSFT AND 2. Greg Peters (who oversees games, too) making the announcement 3. I think there's a lot more to this partnership. https://about.netflix.com/...
2022-07-14 View on X
The Verge

Netflix names Microsoft as its “global advertising technology and sales partner” for its upcoming ad-supported streaming tier, rumored to arrive later in 2022

Morning War & Peaceniks!!  Welcome to our BREAKING NEWS Q&A edition! Evann Gastaldo / Newser : Netflix Has More News on Ad-Supported Tier Rik Henderson / Pocket-lint : Netflix's ad...

2019-12-27
Reads like Xumo can be a free version of Peacock the market seems to be anticipating from Comcast. Also curious to see if Comcast mirrors the Viacom-PlutoTV strategy of IP-exclusive channels for the purpose of ad sales. @lindayacc will be fun listen on this deal if it goes thru https://twitter.com/...
2019-12-27 View on X
Wall Street Journal

Sources: Comcast is in advanced talks to acquire Xumo, which offers an ad-supported video streaming service, as Comcast prepares to launch NBC's Peacock

Deal would help cable giant's digital-video ambitions as it prepares to launch its own video-streaming service