Top News:
Caitlin Huston / The Hollywood Reporter:
Greg Peters says Netflix plans to bring new content types like video podcasts to its vertical video feed, and plans to roll out a new mobile UI later in 2026 — The streamer plans to add video podcasts into its mobile feed and upgrade its mobile user interface.
Discussion:
TechCrunch, Forbes, Business Standard, WebProNews, Deadline, @js@podcastindex.social, Deadline and The Verge
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Lucas Shaw / 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 …
Discussion:
The Hollywood Reporter, Fortune, Advanced Television, TV Tech, Wall Street Journal, Yahoo Finance, PYMNTS.com, Reuters, The Wrap, Dow Jones Newswires, Los Angeles Times, Netflix Inc., The Hill, Associated Press, Watcher Guru, Channel NewsAsia, Front Office Sports, TheDesk.net, Cord Cutters News, Lucas Shaw on LinkedIn, The Movie Blog, Proactiveinvestors UK, Media Play News, CNBC and Coinpaper, more at Techmeme »
Alex Weprin / The Hollywood Reporter:
Netflix co-CEO Ted Sarandos outlines increasing competition for customers' attention from YouTube, Instagram, linear networks that also do streaming, and more — “TV is not what we grew up on. TV is now just about everything," the Netflix co-CEO says, outlining the threat from traditional studios …
Discussion:
Media Play News
Dade Hayes / Deadline:
Netflix's ad revenue hit $1.5B in 2025, up by more than 2.5x vs. 2024, and viewing hours grew 2% YoY in H2, driven by a 9% rise in viewing of branded originals — Earnings per share came in a penny ahead of expectations at 56 cents, while revenue of $12.051 billion exceeded the target of around $12 billion.
Discussion:
AdExchanger, WebProNews, Yahoo Finance, The Information, Benzinga, Wall Street Journal, Adweek, Axios, @xpangler, Business Insider, Variety, The Verge, Bloomberg and Associated Press
Todd Spangler / Variety:
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 and WBD announced Tuesday that they amended their definitive agreement for Netflix's proposed acquisition of Warner Bros. assets …
Discussion:
MediaPost, Deadline, The Guardian, Screen, Advanced Television, New York Times, CNN, Mediaweek, About Netflix, Sports Media Watch, Bitcoin Insider, Awful Announcing, Cartoon Brew, The Post Millennial, Fast Company, Agence France-Presse, mxdwn Television, Dow Jones Newswires, TheStreet, The American Bazaar, Yahoo Finance, @sarafischer, @brianstelter, AfroTech, Miami Herald, StreamTV Insider, The Daily Caller, Radio & Television …, New York Daily News, EasternEye, Investing.com, Bloomberg, Proactive, primetimer.com, UPI, The Irish Times, Broadband TV News, Washington Examiner, The Independent, CBS News, WebProNews, Pulse 2.0, Thurrott, Sharecast, Blockonomi, Barrett Media, The Wrap, Benzinga, TechCrunch, Cord Cutters News, San Diego Union-Tribune, The Standard, Far Out Magazine, CNBC, Outlook Business, Reuters, iPhone in Canada, NewsMax.com, Screen Rant, The Verge, Los Angeles Times, Axios, Forbes, Fox Business, Morningstar, Barron's Online, FX Empire, The Daily Upside and The Hollywood Reporter, more at Techmeme »
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Bloomberg:
Sources: banks including Wells Fargo, BNP Paribas, and HSBC began selling an extra $8.2B of short-term loans to help Netflix fund its WBD purchase — Banks including Wells Fargo & Co. on Tuesday started selling, or syndicating, an extra $8.2 billion of short-term loans to help Netflix Inc. fund …
Discussion:
New York Post
Jagmeet Singh / TechCrunch:
Bengaluru-based Amagi, an ad tools provider for broadcast and streaming TV, fell below its listing price in its India market debut after raising $196M in an IPO — Amagi Media Labs, a Bengaluru-headquartered company that sells cloud software used to run and monetize TV and streaming channels …
Discussion:
Business Standard, Financial Express, Moneycontrol, The Economic Times, Zee Business, Entrackr and Inc42
@erikwemple:
The US House Armed Services Committee formally asks the Defense Department how it plans to safeguard Stars and Stripes' congressionally required independence — A little followup on the Pentagon's move to “refocus” Stars and Stripes: The House Armed Services Committee has sent a bipartisan query to the Defense Department asking how it plans to safeguard the publication's congressionally required independence, among other questions.
Discussion:
Stars & Stripes, @kennysmith.bsky.social, @bselena.bsky.social, NPR and Business Insider
Rick Porter / The Hollywood Reporter:
Nielsen: Christmas Day 2025 set a record for US streaming usage with 55.1B minutes, or 54% of all TV viewing for the day, beating Christmas 2024 by 3.9B minutes — The month of December also marked another all-time high for streaming usage. — With three streaming-exclusive NFL games …
Discussion:
Nielsen, TheDesk.net, MediaPost, Advanced Television, Awful Announcing, Reuters, Barrett Media, Media Play News, Front Office Sports, Deadline and The Wrap
Cecilia Kang / New York Times:
Snap reaches an agreement to settle a social media addiction lawsuit, a week before the start of a trial in the first of several such lawsuits — The settlement means Snap will avoid a trial where plaintiffs had planned to argue that social media platforms are inherently defective and subject to personal injury liability.
Discussion:
@justinhendrix.bsky.social, BBC and Bloomberg Law, more at Techmeme »
Dade Hayes / Deadline:
A jury has found Edo, a TV ad measurement company, liable for breach of contract and says Edo must pay $18.3M in damages to rival iSpot; Edo plans to appeal — EDO, an advertising technology firm co-founded by actor and filmmaker Edward Norton, has been found liable for breach of contract by a federal jury.
Discussion:
Wall Street Journal, AdExchanger and Adweek
Katie Atkinson / Billboard:
Penske Media names Leila Cobo and Jason Lipshutz as co-chief content officers of Billboard, overseeing editorial content and newsroom operations — The pair will share oversight of Billboard's editorial content and newsroom operations. … Leila Cobo and Jason Lipshutz have been promoted …
Discussion:
Variety, The Wrap and The Hollywood Reporter
