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.

Recent Articles about Netflix

Jensen Huang and Mark Zuckerberg. David Zalubowski/AP.

Meta and Nvidia Renew Their Vows

By Martin Peers · Feb 17, 2026 5:00pm PST

Take that, Sundar Pichai! Three months after we scooped news that Meta Platforms was in talks to spend billions on Google AI chips—known as tensor processing units—for its data centers, Meta and Nvidia unveiled an expanded “multiyear, multigenerational strategic partnership.” Meta is a longtime Nvidia customer, of course, but it is recommitting... Take that, Sundar Pichai! Three months after we scooped news that Meta Platforms was in talks to...

Art by Clark Miller

Power and Influence

How the Architect of California’s Billionaire Tax Became Tech’s Villain

By Eli Rosenberg · Feb 6, 2026 11:04am PST · 4 comments

Around the time he filed the billionaire tax proposal that has shaken up the tech world and ignited a debate about wealth taxes nationwide, Dave Regan, president of the California-based union behind the effort, convened a group of fellow labor leaders to solicit their thoughts. In a videoconference, he told the group he had a 30-day... Around the time he filed the billionaire tax proposal that has shaken up the tech world...

OpenAI CFO Sarah Friar and CEO Sam Altman. Kyle Grillot/Getty Images.

OpenAI Seeks Premium Prices in Early Ads Push

By Ann Gehan and Catherine Perloff · Jan 26, 2026 6:00am PST · 1 comment

In its initial rollout of ads, OpenAI is charging prices that rival those for coveted video programs like the NFL, and well above what rivals such as Meta Platforms’ social media apps charge. But unlike Meta or Google, OpenAI won’t be providing detailed information about the query responses accompanying their ads or whether ads prompted ChatGPT... In its initial rollout of ads, OpenAI is charging prices that rival those for coveted video...

Larry Ellison. Craig Hudson/The Washington Post via Getty Images.

Oracle Should (but Likely Won’t) Cut Its Dividend

By Martin Peers · Jan 21, 2026 5:00pm PST

Larry Ellison. Craig Hudson/The Washington Post via Getty Images.

Oracle Should (but Likely Won’t) Cut Its Dividend

By Martin Peers · Jan 21, 2026 5:00pm PST

Here’s a question: How much are big tech companies cutting back on sending money to shareholders as they ramp up their AI development spending? It’s a good time to ask: On Friday, Oracle is due to pay out its latest quarterly dividend of 50 cents a share. That will amount to $1.4 billion going out the door, which Oracle can ill afford. After... Here’s a question: How much are big tech companies cutting back on sending money to shareholders...

Amazon CEO Andy Jassy on TITV at Davos today. Photo via TITV

Andy Jassy in Davos; Netflix’s Q4

By Jessica E. 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

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...

Art by Clark Miller

Apple and Google Renew Their Vows

By Abram Brown · Jan 17, 2026 7:18am PST

Welcome, Weekenders! In this newsletter:• The Big Read: Why “cracked engineers” are hot items in Silicon Valley• The Top 5: The best LinkedIn ghostwriters • Plus, Recommendations—our weekly pop culture picks: “A Whole Other Country,” “The Boys From Brazil” and “Industry”Thanks to AI, Silicon Valley has enjoyed an absolutely wild past couple... Welcome, Weekenders! In this newsletter:• The Big Read: Why “cracked engineers” are hot items in...

Fidji Simo, OpenAI's CEO of Applications. Jordan Strauss/Invision/AP.

OpenAI Changes Narrative With Ads Push

By Martin Peers · Jan 16, 2026 2:00pm PST · 1 comment

Fidji Simo, OpenAI's CEO of Applications. Jordan Strauss/Invision/AP.

OpenAI Changes Narrative With Ads Push

By Martin Peers · Jan 16, 2026 2:00pm PST · 1 comment

Talk about taking control of the narrative. OpenAI’s announcements today that it would start testing ads in ChatGPT, and that it would also introduce an $8 a month tier of service called ChatGPT Go in the U.S., gives the AI company something positive to talk to investors about as it tries to raise a gargantuan amount of money (up to $100 billion... Talk about taking control of the narrative. OpenAI’s announcements today that it would start ...

Microsoft's Brad Smith. Paul Devlin/Sportsfile via Getty Images.

Microsoft’s Proactive Data Center Promises

By Martin Peers · Jan 13, 2026 5:00pm PST

Maybe Brad Smith should run for office. The Microsoft vice chair and president put his name to a lengthy, detailed document released on Tuesday that demonstrates the tech giant is trying to get ahead of growing grass-roots complaints about the impact of data centers on local communities. Among other things, Microsoft promised to pay enough for... Maybe Brad Smith should run for office. The Microsoft vice chair and president put his name to a...

David Ellison. Photo by Patrick T. Fallon/AFP via Getty Images.

Ellison Should Abandon WBD Battle

By Martin Peers · Jan 8, 2026 5:05pm PST

David Ellison just can’t get any respect. The son of Oracle founder Larry Ellison and CEO of Paramount Skydance is going nowhere in his efforts to buy Warner Bros. Discovery, owner of HBO Max, Warner Bros. Studio and a bunch of cable channels including CNN. Ellison has a very persuasive argument that his $30 a share offer—$108 billion in total—... David Ellison just can’t get any respect. The son of Oracle founder Larry Ellison and CEO of...

Nicolas Maduro and his wife, Cilia Flores, in handcuffs after landing at a Manhattan helipad. XNY/Star Max/GC Images via Getty.

Nvidia’s China Business Still Hostage to Geopolitics

By Martin Peers · Jan 7, 2026 5:00pm PST

Nvidia CEO Jensen Huang must feel like a child whose parents are perpetually at war. Weeks after he glimpsed a chance to resume sales of AI chips to China—thanks to approval from President Donald Trump—China has said, “Not so fast.” As our Hong Kong reporter Qianer Liu scooped today, the Chinese government has asked local tech companies to... Nvidia CEO Jensen Huang must feel like a child whose parents are perpetually at war. Weeks after...

CES 2025. Getty Images.

CES Kicks Off 2026 for Tech Sector

By Martin Peers · Jan 4, 2026 3:00pm PST

CES 2025. Getty Images.

CES Kicks Off 2026 for Tech Sector

By Martin Peers · Jan 4, 2026 3:00pm PST

There’s no rest for the AI obsessed. Nvidia CEO Jensen Huang kicks off the new year with an appearance at the Consumer Electronics Show in Las Vegas on Monday, where he’s scheduled to speak on Monday. Huang appears so often at events like this that it’s hard to imagine he’ll have much new to say, but you never know. After all, there’s a lot... There’s no rest for the AI obsessed. Nvidia CEO Jensen Huang kicks off the new year with an...

Art by Clark Miller

What We Got Right (and Wrong) in Our Predictions for 2025

By The Information Staff · Jan 2, 2026 10:34am PST · 3 comments

What’s that smell? It’s the whiff of humble pie being eaten by The Information’s prognosticators. A year ago, we made a series of predictions about tech deals that would get done, executives who would leave their companies and other events that we thought might happen in 2025. Many of those predictions did not come to pass. In our defense, when... What’s that smell? It’s the whiff of humble pie being eaten by The Information’s prognosticators....

Getty Images

2025’s Best Performing Tech Stocks

By Martin Peers · Dec 31, 2025 2:00pm PST

Oh, to have been an investor in Sandisk in 2025. That company, probably best known to consumers for those little memory cards or USB drives, was one of the best performing tech stocks of 2025—gaining 559% since February, when it was spun out of Western Digital to be a standalone company. By comparison, the best performing of the big tech names,... Oh, to have been an investor in Sandisk in 2025. That company, probably best known to consumers...

Art by Clark Miller (photo: Getty Images)

What Nvidia’s Year-End Shocker Says About Next Year

By Abram Brown · Dec 27, 2025 7:00am PST

Welcome, Weekenders! In this newsletter:• A Tehran thriller, a chronicle of tech epochs—and 18 more great books to read over the holidays • The best video games of 2025• The best new tech and business podcasts of 2025 Back in 2024, Nvidia’s Jensen Huang made a really memorable boast: Even if his competitors started giving away their chips... Welcome, Weekenders! In this newsletter:• A Tehran thriller, a chronicle of tech epochs—and 18...

Prediction Markets Win Attention, but Few Reader Bets

By Shane Burke · Dec 26, 2025 10:41am PST

Subscriber Survey

Prediction Markets Win Attention, but Few Reader Bets

By Shane Burke · Dec 26, 2025 10:41am PST

Prediction markets, which offer wagers on real-world events, have gone from fringe to mainstream. More than three quarters of The Information’s readers say they are aware of prediction markets like Kalshi and Polymarket, according to our latest subscriber survey. But few are actually betting, with just one in five respondents saying they have... Prediction markets, which offer wagers on real-world events, have gone from fringe to mainstream....