Netflix
Netflix ($NFLX) is an international, subscription-based television and movie service based in Los Gatos, California. The company operates a global streaming service with thousands of TV shows and movies, including some originals, as well as a direct-to-home DVD rental service. As of January 2023, the company had over 231 million subscribers worldwide.
FCC seeks public comment on TV sports rights deals
The FCC is probing whether sports rights deals with streaming services are chipping away at the ability to watch premium events on free broadcast TV.
FIRST ON THE DESK
WARC: Netflix set to earn $8 billion in ad revenue by 2030
Netflix is on track to capture nearly 10 percent of global connected TV (CTV) advertising spend by 2027 as its ads business accelerates from a nascent revenue stream into a central growth driver.
DATA
Paramount hires ex-Trump official to lead policy as battle for WBD heats up
The appointment comes as Paramount competes with Netflix in bidding for WBD’s film studio, cable networks and streaming assets.
Reelgood: Disney, Amazon added more streaming content in 2025
Disney and Amazon produced the most streaming TV shows and films in 2025, according to new data from Reelgood.
DATA
Viewpoint: The hidden upside of WBD’s linear leftovers
Brian Ring offers his analysis on Netflix’s bid for Warner Bros Discovery — and why “leftover” linear TV assets might be more valuable than Wall Street believes
By:
Brian L. Ring
GUEST COLUMN
Nielsen: NFL games boost Netflix, Prime Video viewing on Christmas Day
Live sports and holiday movie programming drove record-breaking viewership to television during the December measurement month.
Netflix earns $45.2 billion in revenue during 2025, projects $51 billion in 2026
Netflix reported higher revenue, profits and cash flow in 2025, closing the year with its strongest operating margin to date.
EARNINGS REPORT
Netflix amends bid for Warner Bros Discovery, now an all-cash offer
The move aims to speed shareholder approval and counter a hostile $30-per-share takeover bid from Paramount.
Ampere: Netflix investment in premium sports paying off
Live events generated 60 percent of major streaming acquisition spikes, led overwhelmingly by sports.
DATA
Nielsen: Streaming chips away at broadcast lead during Christmas month
Streaming platforms continued to chip away at broadcast and cable television's lead in terms of time spent with TV platforms during December.
THE GAUGE
Netflix: Christmas Day NFL game is most-streamed in U.S.
The match-up averaged 27.5 million viewers and peaked at 30 million, according to Nielsen data cited by Netflix.
RATINGS
Nielsen: YouTube flat, Paramount rises in Media Distributor Gauge
Paramount displaced NBC Universal as the third-largest media distributor during Nielsen's November measurement month.
DATA