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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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Oracle co-CEO Clay Magouyrk. Getty Images
The Briefing

Oracle’s Costly AI Expansion Turns Off Wall Street

By Martin Peers · Dec 10, 2025 5:00pm PST
The costs of Oracle’s AI data center expansion is becoming clear—and Wall Street isn’t happy. The software and cloud firm, which until recently was a solid moneymaker, said Wednesday it burned through $10 billion in cash in the November quarter thanks to a big ramp-up in capital expenditures on AI-focused data centers for its cloud business.... The costs of Oracle’s AI data center expansion is becoming clear—and Wall Street isn’t happy. The...
Netflix co-CEO Ted Sarandos and Paramount Skydance CEO David Ellison. Ted Sarandos and David Ellison. Getty Images.
The Briefing

Nvidia, Confluent and WBD’s Happy Day

By Martin Peers · Dec 8, 2025 5:00pm PST
This could be big news: President Donald Trump said he would allow Nvidia to sell its advanced H200 AI chip to China, in exchange for the U.S. government getting a 25% cut of those sales. That could re-open the Chinese market to Nvidia—if the Chinese government allows its local companies to buy the chips. Chances of that are good. The H200s are... This could be big news: President Donald Trump said he would allow Nvidia to sell its advanced...
Larry Ellison, Hock Tan Take the Stage This Week
The Briefing

Larry Ellison, Hock Tan Take the Stage This Week

By Martin Peers · Dec 7, 2025 3:00pm PST
Step aside, young folks of tech. This week we hear from the industry’s, ah, elder statesmen—specifically Larry Ellison at Oracle and Hock Tan from Broadcom, whose combined age is about 150. Oracle and Broadcom are each reporting their latest quarterly earnings this week, when the status of their newish AI businesses will be in the spotlight. In... Step aside, young folks of tech. This week we hear from the industry’s, ah, elder statesmen—...
Most Popular Articles on Netflix
Greg Peters. Photo by Getty
News Analysis

Netflix’s Warner Purchase is an $82.7 Billion Blunder

By Martin Peers · Dec 5, 2025 7:43am PST · 11 comments
Netflix’s $82.7 billion proposed acquisition of Warner Bros. Discovery, announced Friday morning, will likely prove a stupendous error by a management team that until now has rarely put a foot wrong. Netflix paying a huge price—27.5 times next year’s expected profits, well above prevailing multiples for film and TV companies—for... Netflix’s $82.7 billion proposed acquisition of Warner Bros. Discovery, announced Friday morning,...