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9:00 AM ET, January 21, 2026

Mediagazer

 Top News: 
Lucas Shaw / Bloomberg:
Netflix reports Q4 revenue up 18% YoY to $12B, vs. $11.97B est., 325M paid subscribers, 2025 revenue up 16% to $45.2B, plans to up 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 …
RELATED:
Caitlin Huston / The Hollywood Reporter:
Greg Peters says Netflix plans to bring new types of content like video podcasts to its vertical video feed, and will 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.
Dade Hayes / Deadline:
Netflix says ad revenue hit $1.5B in 2025, up by over 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.
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: Yahoo Finance and Media Play News
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Alex Heath / Sources:
Demis Hassabis says there aren't “any plans” to put ads in Gemini and, in response to OpenAI testing ads, says “maybe they feel they need to make more revenue”  —  During our convo in Davos, Demis Hassabis and I chatted about ads in AI, Google's new deal with Apple, humanoids, and Gemini 4.
Mark Sweney / The Guardian:
UK Culture Secretary Lisa Nandy says she is “minded to” intervene in DMGT's takeover of The Telegraph and may ask Ofcom to look at the impact on media plurality  —  Culture secretary ‘minded to’ intervene and ask Ofcom and CMA whether the £500m deal harms media plurality
Charlotte Tobitt / Press Gazette:
WAN-IFRA: news publications globally had an estimated combined revenue of $125.7B in 2025, down 0.01% YoY; print still accounted for 65% of total revenue  —  Global news media revenue was steady overall in 2025 according to a new estimate published by WAN-IFRA.
@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.
Cecilia Kang / New York Times:
Snap reaches an agreement to settle a social media addiction lawsuit in California, a week before the start of a trial, 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.
 
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 More News: 
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
Discussion: New York Post
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
Ivan Mehta / TechCrunch:
Netflix adds a real-time voting feature for its Star Search reboot, available on mobile, smart TVs, and streaming devices, but not on a browser
 Earlier Picks: 
Peter White / Deadline:
Alan's Universe creator Alan Chikin Chow, whose YouTube channel has 99M subscribers, is working on a Netflix show, joining other major YouTubers at the streamer
Alex Weprin / The Hollywood Reporter:
Filings: WBD projects CNN will generate $1.8B in revenue and $600M in adjusted EBITDA for FY 2026; docs show CNN had revenue of $2.2B in 2021 and $1.8B in 2023
 

 
From Techmeme:

Juby Babu / Reuters:
OpenAI rolls out age prediction on ChatGPT globally to identify under-18 users and to apply automatic content protections, as it prepares to add adult content

Jeffrey Dastin / Reuters:
At Davos, Meta CTO Andrew Bosworth says Superintelligence Labs delivered its first high-profile AI models internally this month and the models are “very good”

Theo Wayt / The Information:
Elon Musk and Sam Altman clashed on X after Musk shared a post about a man who committed a murder-suicide following delusional conversations with ChatGPT
 
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