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VOICE ARCHIVE

Lucas Shaw

@lucas_shaw
345 posts
2026-03-31
The cost of Netflix has grown more slowly than its peers and its programming budget. [image]
2026-03-31 View on X
Bloomberg

Netflix feels comfortable raising prices knowing customers can downgrade to its ad tier; in 2026, Netflix is on track to double 2025's $1.5B+ in ad sales

The most popular Netflix plan will now cost $20 a month — a 150% increase from 2013  —  Good afternoon from Los Angeles and happy baseball season to those of you who celebrate.

The cost of Netflix has risen at a much faster pace than inflation. [image]
2026-03-31 View on X
Bloomberg

Netflix feels comfortable raising prices knowing customers can downgrade to its ad tier; in 2026, Netflix is on track to double 2025's $1.5B+ in ad sales

The most popular Netflix plan will now cost $20 a month — a 150% increase from 2013  —  Good afternoon from Los Angeles and happy baseball season to those of you who celebrate.

Netflix has increased its prices by 150% since 2013. The price increases will continue until customers tell the company to stop. https://www.bloomberg.com/...
2026-03-31 View on X
Bloomberg

Netflix feels comfortable raising prices knowing customers can downgrade to its ad tier; in 2026, Netflix is on track to double 2025's $1.5B+ in ad sales

The most popular Netflix plan will now cost $20 a month — a 150% increase from 2013  —  Good afternoon from Los Angeles and happy baseball season to those of you who celebrate.

2026-03-02
Ted Sarandos says Netflix knew it would pull out of the Warner Bros bidding as soon as it saw the final Paramount offer. We spent 40 minutes on Saturday discussing why Netflix didn't match and what the Paramount deal means for Hollywood: https://www.bloomberg.com/...
2026-03-02 View on X
Bloomberg

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.

Sarandos insists Netflix pulled out for economic reasons — not political ones. [image]
2026-03-02 View on X
Bloomberg

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.

He also addressed the Susan Rice comments for the first time and said Netflix won't face any further investigation but the DOJ. [image]
2026-03-02 View on X
Bloomberg

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.

2026-02-28
This Paramount/WBD deal is moving quickly. Paramount has sent Netflix $2.8 billion. Paramount and WBD are hustling to get an announcement out today.
2026-02-28 View on X
The Hollywood Reporter

Paramount agrees to acquire WBD, paying $31 per share in cash, giving WBD an enterprise value of $110B; Paramount paid a $2.8B breakup fee to Netflix

Netflix backed away from its $87.2 billion deal on Thursday. … The two companies formally unveiled the deal Friday after Netflix formally bowed …

2026-02-27
Netflix is understandably upset that it missed out on buying Warner Bros. Its shareholders... are thrilled.
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 …

2026-02-22
Netflix has been saying the DOJ's review of its WB deal is a normal merger review. A leaked document suggests otherwise.
2026-02-22 View on X
Bloomberg

Sources: DOJ's review of Netflix's WBD takeover examines whether Netflix wields anticompetitive leverage over creators in violation of Clayton and Sherman Acts

what we knowDrew Gillis /The A.V. Club:Paramount beats Netflix to clearing anti-trust hurdle in Warner Bros. acquisition

Netflix has been saying the DOJ's review of its WB deal is a normal merger review. A leaked document suggests otherwise.
2026-02-22 View on X
Bloomberg

Trump calls on Netflix to fire board member Susan Rice or face “consequences,” after she said corporations that “take a knee” to Trump would be held accountable

Donald Trump called on Netflix to fire board member Susan Rice or “pay the consequences,” …

2026-02-09
In the next few weeks, YouTube TV is going roll out a packages that will finally let sports fans pay for only live sports channels. It costs $65 a month. New in this week's newsletter: https://www.bloomberg.com/...
2026-02-09 View on X
Bloomberg

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 …

2026-02-05
YouTube eclipsed $60 billion in sales last year — more than every entertainment company on earth other than Disney. (And that's only if you include parks.) https://www.hollywoodreporter.com/ ...
2026-02-05 View on X
Alphabet

Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B

MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.

YouTube eclipsed $60 billion in sales last year — more than every entertainment company on earth other than Disney. (And that's only if you include parks.) https://www.hollywoodreporter.com/ ...
2026-02-05 View on X
Variety

Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue “surpassed $60B across ads and subscriptions”

more than every entertainment company on earth other than Disney. (And that's only if you include parks.) https://www.hollywoodreporter.com/ ...Hernan Lopez /@hernanlopez:...THE BI...

2026-02-04
YouTube eclipsed $60 billion in sales last year — more than every entertainment company on earth other than Disney. (And that's only if you include parks.) https://www.hollywoodreporter.com/ ...
2026-02-04 View on X
Alphabet

Alphabet reports Q4 revenue up 18% YoY to $113.8B, Google Cloud revenue up 48% to $17.7B, Google Services revenue up 14% to $95.9B, net income up 30% to $34.46B

MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.

YouTube eclipsed $60 billion in sales last year — more than every entertainment company on earth other than Disney. (And that's only if you include parks.) https://www.hollywoodreporter.com/ ...
2026-02-04 View on X
Variety

Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue “surpassed $60B across ads and subscriptions”

although it's impossible to compare businesses — BUT that's still about $10 billion LESS than what Reels ~alone~ generated in annual run rate.Julia Alexander /@loudmouthjulia:Also ...

2026-01-21
Netflix share are down about 3% after the company touted big spending plans for 2026 — a 10% jump in content spend and a pause in stock buybacks to hoard cash for its Warner Bros. deal. https://www.bloomberg.com/...
2026-01-21 View on X
Bloomberg

Netflix reports Q4 revenue up 18% YoY to $12.05B, vs. $11.97B est., 325M subscribers, 2025 revenue up 16% to $45.2B, and will spend 10% more on content in 2026

Netflix Inc. delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead …

“YouTube is not just UGC and cat videos anymore,” Netflix co-CEO Ted Sarandos says on a call with analysts.  “They are TV.”  Reminder, Ted less than a year ago: [Headline: “Ted Sarandos Says Netflix Is in the ‘Spending Time Business’ vs. YouTube's ‘Killing Time’ Business"]
2026-01-21 View on X
CNN

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 is going to spend about $20 billion on programming this year, a 10% jump from 2025. It's boosting spending even though it is trying to buy Warner Bros., a deal that will also add costs. Profit forecast for 2026 is soft as a result.
2026-01-21 View on X
Bloomberg

Netflix reports Q4 revenue up 18% YoY to $12.05B, vs. $11.97B est., 325M subscribers, 2025 revenue up 16% to $45.2B, and will spend 10% more on content in 2026

Netflix Inc. delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead …

New: Netflix now has more than 325 million subscribers, per financial results it just released. The company generated $45 billion in sales last year — beating Wall Street forecasts for most numbers. However...
2026-01-21 View on X
Bloomberg

Netflix reports Q4 revenue up 18% YoY to $12.05B, vs. $11.97B est., 325M subscribers, 2025 revenue up 16% to $45.2B, and will spend 10% more on content in 2026

Netflix Inc. delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead …

2026-01-20
New: Netflix now has more than 325 million subscribers, per financial results it just released. The company generated $45 billion in sales last year — beating Wall Street forecasts for most numbers. However...
2026-01-20 View on X
Bloomberg

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 …