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VOICE ARCHIVE

David Poland

@davidpoland
6 posts
2026-02-27
At the very best, if Paramount does take over WBD, it sets back the filmed entertainment industry 5 years. At the very worst, Paramount Sky Bros is sold off for parts before 2030 as movie theater counts drop to under 20,000 and all the paranoid fantasies about this industries
2026-02-27 View on X
CNBC

Netflix walks away from a deal to buy WBD's studio and streaming assets after WBD deemed Paramount's $31/share bid to be superior; NFLX jumps 8%+

Netflix is walking away from a deal to buy Warner Bros. Discovery's studio and streaming assets after the WBD board on Thursday deemed …

2025-04-18
Netflix Q1 2025 is... fine... again.  Not thrilling.  It's an odd feeling opening this report and finding less information than ever.  I never consider that a positive sign.  Not necessarily negative, but... why?  Average Revenue Per Sub is down 23 cents from last quarter... which is likely because of an increasing # of ad-based subs.
2025-04-18 View on X
Variety

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...

Listening to “experts” blathering on about Netflix growth being hung on live sports is comedy. There are no major rights actually available for the next 5 years.
2025-04-18 View on X
Variety

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...

Netflix Q1 2025 is... fine... again.  Not thrilling.  It's an odd feeling opening this report and finding less information than ever.  I never consider that a positive sign.  Not necessarily negative, but... why?  Average Revenue Per Sub is down 23 cents from last quarter... which is likely because of an increasing # of ad-based subs.
2025-04-18 View on X
Deadline

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.”

Listening to “experts” blathering on about Netflix growth being hung on live sports is comedy. There are no major rights actually available for the next 5 years.
2025-04-18 View on X
Deadline

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.”

2019-10-23
How many months has Mark Esper been in charge of the $10b JEDI bidding process knowing that his son has a direct conflict, as his boss sought to burn Hunter Biden at the stake? Trump did 1 good thing. By mistake. He exposed nepotism as an issue for everyone... except his family
2019-10-23 View on X
Nextgov

Defense Secretary Esper recuses himself from JEDI contract decisions to avoid conflict of interest with his son's employer IBM, an original contract bidder