Top News:
Sarah Whitten / CNBC:
Netflix reports Q3 revenue up 17% YoY to $11.51B, matching est., and an operating margin below est. due to Brazilian tax dispute expense; NFLX drops 10%+ — - Shares of Netflix fell after the company posted a third-quarter earnings miss. … Shares of Netflix fell around 7% …
Discussion:
Netflix, Marketing Dive, The Streamable, Sports Business Journal, Associated Press, Benzinga, @lucas_shaw, valorinternational, The Hollywood Reporter, International Business Times, @chriskatje, @ayeshatariq, COINOTAG NEWS, @jessecoheninv, Yahoo Finance, @johnkicklighter, @mr_derivatives, Finance Magnates, City A.M., The Rio Times, Blockonomi, @gerberkawasaki, @garyblack00, BMI, ETF Trends, @jonerlichman, Watcher Guru, IG, @codyrhodes, Korea Joongang Daily, NZ Herald, thesun.my, StreamTV Insider, Deadline, Screen, Fortune, Channel NewsAsia, Dow Jones Newswires, Sharecafe, FX Empire, Thurrott, Reuters, Wall Street Journal, Agence France-Presse, Shacknews, Cord Cutters News, Seeking Alpha, Financial Times, The Wrap, Variety, Bloomberg, Reuters, Quartz, UPI and Barron's Online, more at Techmeme »
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Alex Weprin / The Hollywood Reporter:
Netflix co-CEO Greg Peters says the company is “now on track to more than double ad revenue this year” and is currently using AI to test new ad formats
Netflix co-CEO Greg Peters says the company is “now on track to more than double ad revenue this year” and is currently using AI to test new ad formats
Discussion:
Advanced Television, Benzinga, Yahoo Finance, Proactive, Reuters, nScreenMedia, BGR, israelhayom.com, Gizmodo, CNBC, Malay Mail, TechCrunch, AdExchanger, Sports Business Journal, Adweek, TVNewsCheck, Deadline, TheDesk.net, Marketing Week, Blockonomi, Realscreen and Tech Times, more at Techmeme »
Mike Isaac / New York Times:
Reddit files a lawsuit against Perplexity, SerpApi, and two other data scraping companies, accusing them of unlawfully scraping Google for Reddit data — In a lawsuit, Reddit pulled back the curtain on an ecosystem of start-ups that scrape Google's search results and resell the information to data-hungry A.I. companies.
Discussion:
Reuters, @mikeisaac and @mikeisaac
Sara Fischer / Axios:
Taboola and Paramount Skydance launch a CTV product called Performance Multiplier, aiming to extend the reach of Paramount's small and medium-sized ad partners — Taboola, the publicly traded ad tech giant, is partnering with Paramount Skydance to create a new product, called …
Diana Pearl / The Business of Fashion:
ShopMy, which lets brands run influencer marketing efforts, raised $70M led by Avenir at a $1.5B valuation, up from ~$410M when it raised $77.5M in March 2024 — The fast-growing creator monetisation business raised $70 million in a funding round that included heavyweight Silicon Valley investors …
Discussion:
The Information, Shop My Shelf, INC. and Menlo Ventures, more at Techmeme »
Órla Ryan / The Irish Times:
Meta removes an AI video designed to look like RTÉ news bulletin that falsely showed Irish presidential candidate Catherine Connolly withdrawing from the race — Deepfake video designed to look like RTÉ news bulletin was viewed almost 30,000 times
Discussion:
Politico, waterford-news.ie, Irish Examiner, RTÉ, BreakingNews and WBUR, more at Techmeme »
Jake Kanter / Deadline:
UK filings: Paramount and Comcast invested $1B+ into European streamer SkyShowtime since 2022; SkyShowtime had a €543.7M operating loss in 2024, down 3% YoY — SkyShowtime recently celebrated its third anniversary following its initial launch in 20 markets, including Spain and Poland, in September 2022.
Discussion:
TVNewsCheck
Adam Leventhal / The Athletic:
UEFA joins the MPA-led anti-piracy coalition Alliance for Creativity and Entertainment, the first sports governing body to join the group, which has 50+ members — UEFA has become the first sports governing body to join the world's largest anti-piracy coalition, the Alliance for Creativity and Entertainment (ACE).
Discussion:
Advanced Television, Sports Business Journal, TVBEurope, TheDesk.net, Broadband TV News and Deadline
Jess Weatherbed / The Verge:
YouTube now lets mobile users set a customizable daily limit to restrict how long they can scroll Shorts feeds; the limit notifications are dismissible — Mobile users can automatically pause their Shorts feeds after watching for a set duration.
Discussion:
TechCrunch, Google Help Center, PCMag, Droid Life, 9to5Google, Android Authority and @whoa-magic.lol
Alex Weprin / The Hollywood Reporter:
Fox plans to broadcast 69 live matches from the 2026 FIFA World Cup on the Fox broadcast network, up from 34 matches in 2022; the remaining 35 will run on FS1 — The Fox broadcast network will air 69 matches, compared to 34 in 2022, with the remaining 35 running on FS1. — Fox is doubling down on the FIFA World Cup.
Discussion:
Awful Announcing, The Athletic, Sports Business Journal, @bsdtectr.bsky.social and Associated Press
Ferdinand Knapp / Politico:
The EU Parliament awards the Sakharov Prize, its top human rights award, to two imprisoned journalists: Belarus' Andrzej Poczobut and Georgia's Mzia Amaglobeli — Andrzej Poczobut and Mzia Amaglobeli named as Sakharov Prize winners. — The European Parliament on Wednesday awarded …
Discussion:
Reuters, Le Monde, Notes From Poland, France 24, The Times of Israel, Courthouse News Service and WTOP News
Joe Flint / Wall Street Journal:
A look at the economics of NBCU's NBA deal; sources say losses are projected at $500M to $1.4B per year at first and NBCU has averaged ~$130K per 30-second ad — Some senior NBCUniversal entertainment executives and Wall Street analysts have questioned the price and all that has to go right for the deal to be a success
Olivia Le Poidevin / Reuters:
EBU/BBC study: 45% of responses from top AI assistants misrepresented news content with at least one significant issue and 31% showed serious sourcing problems — - Research finds AI assistants make errors reporting news — Public trust could be eroded, EBU official says
Discussion:
Search Engine Journal, Implicator.ai, Forbes, WinBuzzer, Al Jazeera, Advanced Television, NPR and Deutsche Welle, more at Techmeme »
Charles Gasparino / New York Post:
Sources: WBD has rejected a $24-per-share takeover bid from Paramount Skydance, and people inside WBD expect a fourth bid from David Ellison imminently — Paramount Skydance boss David Ellison has bid $24 a share for Warner Bros. Discovery - a mega-deal worth $57 billion that was nevertheless rejected …
Discussion:
TVNewsCheck, The Wrap, MediaPost, The Streamable, Straight Arrow News, France 24, Sherwood News, Deadline, CNBC, Benzinga and Yahoo Finance
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Peter Kafka / Business Insider:
WBD's “unsolicited interest” statement indicates that it is willing to sell its valuable studio and streaming business instead of splitting itself into two
WBD's “unsolicited interest” statement indicates that it is willing to sell its valuable studio and streaming business instead of splitting itself into two
Discussion:
Wall Street Journal, The Guardian, Blockonomi, Reuters, @pkafka, HotAir, Gizmodo, IndieWire, Sports Business Journal, Awful Announcing, Fast Company, Bloomberg, TV Tech, Mediaite, The Week, The Verge, Axios, Yahoo Finance, The Wrap, New York Post, GamesBeat, The Information, Chicago Tribune, NBC News and CNBC
