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9:20 AM ET, January 21, 2026

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 Top News: 
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.
RELATED:
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 …
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.
Jay Peters / The Verge:
YouTube CEO Neal Mohan says creators will be able to generate Shorts using their own AI likenesses starting in 2026  —  The capability is launching sometime in 2026, though YouTube isn't sharing details about how it will work. … Your YouTube Shorts feed might soon be filled with a lot …
more at Techmeme »
RELATED:
Alex Weprin / The Hollywood Reporter:
YouTube CEO Neal Mohan publishes his annual letter, saying the platform wants to fight “AI slop” and strengthen parental tools, and teases Shorts updates  —  The executive published his annual letter to the YouTube community Wednesday, outlining his priorities for the video platform.
Discussion: Variety and Bloomberg
Emma Roth / The Verge:
YouTube CEO Neal Mohan says YouTube TV plans to launch “fully customizable” multiview for non-sports channels and channel packages focused on various topics  —  You'll soon be able to watch whatever you want side by side. … YouTube TV is getting ready to launch two major updates …
Discussion: Cord Cutters News
RELATED:
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.
 
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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
 Earlier Picks: 
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
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
 

 
From Techmeme:

Jeffrey Dastin / Reuters:
Meta CTO Andrew Bosworth: Superintelligence Labs delivered its first high-profile AI models internally in January, after just six months, which are “very good”

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

Isaiah Poritz / Bloomberg Law:
Apple wins the dismissal of parts of a class action alleging it violated CA privacy law by collecting user data from its apps while users thought they opted out
 
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