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VOICE ARCHIVE

Lucas Shaw

@lucas_shaw
355 posts
2026-07-17
Shares in Netflix are now down almost 9% after-hours. Investors have digested the numbers and aren't thrilled. While sales, profit and engagement all increased, it wasn't enough to reverse the concern about slowing growth. https://www.bloomberg.com/...
2026-07-17 View on X
The Verge

Netflix says ~300 titles on its app used generative AI in 2026, mostly in post-production, “to deliver higher quality output more quickly and at a lower cost”

Some titles used AI to create ‘enhanced crowds, historical battle sequences, and worldbuilding establishing shots.’

Shares in Netflix are now down almost 9% after-hours. Investors have digested the numbers and aren't thrilled. While sales, profit and engagement all increased, it wasn't enough to reverse the concern about slowing growth. https://www.bloomberg.com/...
2026-07-17 View on X
CNBC

Netflix reports Q2 revenue up 13% YoY to $12.56B, vs. $12.59B est., and says it will give only publish engagement updates annually from 2027; NFLX drops 10%+

Netflix reported second-quarter revenue and earnings that were in line with analyst estimates on Thursday as Wall Street is keeping …

2026-07-16
Shares in Netflix are now down almost 9% after-hours. Investors have digested the numbers and aren't thrilled. While sales, profit and engagement all increased, it wasn't enough to reverse the concern about slowing growth. https://www.bloomberg.com/...
2026-07-16 View on X
CNBC

Netflix reports Q2 revenue up 13% YoY to $12.56B, vs. $12.59B est., and says it will give fewer engagement updates starting in 2027; NFLX drops 7%+ after hours

Netflix reported second-quarter revenue and earnings that were in line with analyst estimates on Thursday as Wall Street is keeping …

2026-07-08
Netflix taking another page from the YouTube formula: It is adding videos from BuzzFeed, Conde Nast, Hearst and Penske Media. Get ready for lots of Bon Appetit cooking videos on Netflix.
2026-07-08 View on X
Variety

Netflix signs deals with Penske Media, Condé Nast, Hearst, People, and other publishers to carry a range of programming from 2 to 20+ minutes, starting August 3

2026-07-07
Netflix taking another page from the YouTube formula: It is adding videos from BuzzFeed, Conde Nast, Hearst and Penske Media. Get ready for lots of Bon Appetit cooking videos on Netflix.
2026-07-07 View on X
Variety

Netflix signs deals with Penske Media, Condé Nast, Hearst, People, and other publishers to carry a range of programming from 2 to 20+ minutes, starting August 3

Netflix is further expanding the mix of content available on its platform through licensing partnerships with a range of top publishers …

2026-06-13
Big news: Roku is in talks to sell itself.
2026-06-13 View on X
Bloomberg

Sources: Roku is in talks to sell itself; its shares have risen about 24% this year, giving the company a market value of $19.9B; ROKU jumps 20%+ after hours

2026-06-12
Big news: Roku is in talks to sell itself.
2026-06-12 View on X
Bloomberg

Sources: Roku is in talks to sell itself; its shares have risen about 24% this year, giving the company a market value of $19.9B; ROKU jumps 20%+ after hours

Roku Inc., the streaming video platform, is in talks to sell itself, people with knowledge of the matter said.  —  The San Jose, California-based company …

2026-04-27
Peacock has lost more than $11 billion since it debuted in 2020. Comcast says it is “approaching” profitability. But co-CEO Brian Roberts knows he still has a problem. https://www.bloomberg.com/...
2026-04-27 View on X
Bloomberg

A look at what's next for Netflix and Comcast's Peacock after WBD's Paramount acquisition; Nielsen: Netflix had six of the top 10 original streaming shows in Q1

The company's streaming service has lost more than $11 billion and can't keep customers form canceling

Peacock has started to draw in lots of viewers with live sports (football, basketball, Olympics), but it struggles to keep them. Peacock suffers the worst churn of any service. [image]
2026-04-27 View on X
Bloomberg

A look at what's next for Netflix and Comcast's Peacock after WBD's Paramount acquisition; Nielsen: Netflix had six of the top 10 original streaming shows in Q1

The company's streaming service has lost more than $11 billion and can't keep customers form canceling

New: MrBeast's reps are shopping the film rights to his forthcoming book with @JP_Books. (The manuscript is done.) The book is a lot like MrBeast's reality show, which is itself a lot like Squid Game. So, if you want to make MrBeast's Squid Game... [image]
2026-04-27 View on X
Bloomberg

A look at what's next for Netflix and Comcast's Peacock after WBD's Paramount acquisition; Nielsen: Netflix had six of the top 10 original streaming shows in Q1

The company's streaming service has lost more than $11 billion and can't keep customers form canceling

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.

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.

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.

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

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,” …

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