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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OpenAI CEO Sam Altman. Photo by Getty Images.
Exclusive

OpenAI Forecasts Nearly as Many ChatGPT Subscribers as Spotify by 2030

By Sri Muppidi · Nov 25, 2025 4:55pm PST · 1 comment
To boost ChatGPT revenue, OpenAI is following a playbook enterprise apps Zoom and Slack have used to increase paid users. It’s hooking up most of its  users—which now number more than 800 million—with the free version of the chatbot and then trying to convince their employers to sign enterprisewide subscriptions, said a... To boost ChatGPT revenue, OpenAI is following a playbook enterprise apps Zoom and Slack have used...
Oracle, Warner Bros. Discovery and the Ellisons
The Briefing

Oracle, Warner Bros. Discovery and the Ellisons

By Martin Peers · Nov 23, 2025 3:00pm PST
The Ellison family will have plenty to talk about when they convene for Thanksgiving this week (assuming they do!). The price of Oracle has plummeted in the past six weeks, for one thing, reflecting AI bubble jitters centering on Oracle. In the same period of time, Larry Ellison and his son David have been—by all accounts—busy plotting the... The Ellison family will have plenty to talk about when they convene for Thanksgiving this week...
Florida governor Ron DeSantis. Getty Images
The Briefing

Ron DeSantis Spotlights Key AI Question

By · Nov 20, 2025 5:00pm PST
We’re moving off the (unresolved) AI bubble debate to a much more fundamental question about AI. That is whether decisions about an enormously costly technology, which threatens to put many people out of work, should be left to tech leaders or discussed more broadly. It turns out Republicans may have the best handle on this issue, most obviously... We’re moving off the (unresolved) AI bubble debate to a much more fundamental question about AI....
Chart by Mike Sullivan.
Sunday Insights

Why Netflix Is Still Outrunning Rivals

By Martin Peers and Catherine Perloff · Oct 26, 2025 8:00am PDT
Netflix’s quarterly earnings reports have lately lacked the drama that once made the updates a must-watch for investors and reporters. For the past eight quarters, the video streamer has routinely posted quarterly revenue growth averaging around 15%—hardly hypergrowth but a big improvement on the 2% to 4% growth rate it recorded between... Netflix’s quarterly earnings reports have lately lacked the drama that once made the updates a...
Warner Bros. Discovery CEO David Zaslav. Getty Images.
The Briefing

Netflix’s Success Spotlights Warner’s Failure

By Martin Peers · Oct 21, 2025 5:00pm PDT
OpenAI continued its march to world domination, unveiling its long-anticipated Web browser, ChatGPT Atlas. It offers some snazzy features, including a split-screen view that allows you to ask ChatGPT questions related to the webpage you’re on without switching tabs. Given how difficult it is to change people’s ingrained habits, getting consumers... OpenAI continued its march to world domination, unveiling its long-anticipated Web browser, ...
Photo via Getty
The Briefing

What’s Missing From Netflix’s Results

By Martin Peers · Jul 18, 2025 3:00pm PDT
Imagine buying a house from someone who refused to show you the interior. The roof might be leaking, but the sellers don’t want you to know. That’s what it’s like buying shares in many of the biggest tech companies, which refuse to disclose key details about their business. More strikingly, many of these companies—such as Netflix and Apple—... Imagine buying a house from someone who refused to show you the interior. The roof might be...