Netflix

Netflix is a global streaming service that offers a wide range of TV shows, movies, documentaries, and original content to its subscribers for a monthly fee. Founded in 1997, the company has grown to become a major player in the entertainment industry, with over 200 million subscribers in more than 190 countries. The company is led by co-CEOs Ted Sarandos and Greg Peters and operates through several divisions, including content acquisition, production, and distribution. Netflix's competitors include other streaming services such as Amazon Prime Video, Disney+, and Hulu.

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Netflix co-CEO Greg Peters. Photo by Getty
The Briefing

Netflix on Deck This Week; Pressure on Software Stocks Intensifies

By Martin Peers · Apr 12, 2026 3:00pm PDT
We interrupt our regular AI programming to talk about something more entertaining: Netflix! The video-streaming giant kicks off tech earnings season on Thursday with its first-quarter earnings. It’s the first quarterly report since Netflix walked away from its $82.7 billion deal to buy Warner Bros. Discovery’s streaming and studio operations, so... We interrupt our regular AI programming to talk about something more entertaining: Netflix! The...
Amazon CEO Andy Jassy on TITV at Davos today. Photo via TITV
The Briefing

Andy Jassy in Davos; Netflix’s Q4

By Jessica Lessin · Jan 20, 2026 5:00pm PST
My second day in Davos began way too early—in a sit-down with Amazon CEO Andy Jassy for The Information’s TITV. It has been two years and three months since I last sat down with Jassy in Seattle. While he’s always calm and measured—and, for what it is worth, he’s one of the nicest people to interview—one could sense a little defensiveness... My second day in Davos began way too early—in a sit-down with Amazon CEO Andy Jassy for The...
Photo by Chris Ratcliffe/Getty Images
The Briefing

Tech at Davos; Netflix and Intel Earnings on Deck This Week

By Martin Peers · Jan 19, 2026 3:00pm PST
We have a change of pace this week after the AI dramas of the past few days. President Donald Trump’s latest tariff assault on Europe, related to his aspirations for owning Greenland, will have markets jumpy—as we saw on Monday. Maybe a deal can be worked out at the annual World Economic Forum confab at Davos, which started today. Expect to see... We have a change of pace this week after the AI dramas of the past few days. President Donald...
Uber CEO, Dara Khosrowshahi. Jemal Countess/Getty Images.
The Briefing

Uber Does a Big Deal and Netflix’s Growth Slows

By Martin Peers · Jul 16, 2026 5:01pm PDT
Busy day. Uber unveiled its biggest-ever acquisition, the roughly $14 billion purchase of Delivery Hero, a German-based food-delivery giant with operations around the world. Netflix reported slower growth for the second quarter, as it had telegraphed, sending the stock down 8% to a two-year low. And SpaceX stock closed below its $135 a share IPO... Busy day. Uber unveiled its biggest-ever acquisition, the roughly $14 billion purchase of...
Getty Images.
The Briefing

Netflix’s Q2 Earnings This Week Spotlights Growth Concerns

By Martin Peers · Jul 12, 2026 3:00pm PDT · 1 comment
Guess what—tech earnings season is back. Yes, you know you missed it. Netflix, as usual, will kick off the quarterly parade of earnings updates, releasing its second-quarter numbers on Thursday. The video-streaming giant’s quarterly updates have become humdrum affairs lately, but this one might be different, given that the company’s stock has... Guess what—tech earnings season is back. Yes, you know you missed it. Netflix, as usual, will...