Streaming

Netflix Q2 2026 earnings: a troubling pattern of opacity

Netflix reported its Q2 2026 earnings results last week: $12.6BN in revenue (up 13.4%, year-over-year); Operating profit of $4.2BN for an operating…

Netflix’s engagement problem is a personalization opportunity

Netflix is reportedly considering incorporating "live" channels and bundles into its streaming service, per the WSJ: To bolster engagement, executives…

Fox acquires Roku; why Amazon didn’t

Fox this morning announced that it has entered into a definitive agreement to acquire Roku, the streaming platform operator behind…

Netflix Q1 2026 earnings: programmatic approaching 50% of ad revenue

Netflix reported its Q1 2026 earnings results last night: $12.2BN in revenue (up 16.2%, year-over-year); Operating profit of $4.0BN for an operating…

Netflix’s YouTube opportunity, part 2

This week, Netflix announced that it will bring five episodes of Danny Go!, an "educational show, aimed at children ages…

Netflix Q4 2025 earnings: ad revenue grew 2.5x in 2025 to $1.5BN

Netflix reported its Q4 2025 earnings results on Tuesday: $12.050BN in revenue (up 18%, year-over-year); Operating profit of $2.597BN for an operating…

January 22, 2026

Netflix Q3 2025 earnings: earnings miss, ad tech traction

Netflix reported its Q3 2025 earnings results on Tuesday: $11.510BN in revenue (up 17%, year-over-year); Operating profit of $3.248BN for an operating…

October 23, 2025

Netflix’s YouTube opportunity

Back in February, when YouTube's CEO, Neal Mohan, revealed in his annual letter to the YouTube community that television had…

September 10, 2025

Netflix’s advertising pivot is complete

Netflix reported Q2 2025 earnings last week: $11.1BN in revenue (up 16%, year-over-year); Operating profit of $3.8BN for an operating…

Netflix and Disney+ advertising, two years in

This month marks the second anniversary of the launch of Netflix's advertising-supported streaming tier. Last week, the company revealed that…

November 20, 2024