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In-depth insights in seconds. Ask Deep Research.

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
Art by Clark Miller (photos: Getty Images)
The Weekend

Tech’s Surprise VIP for Outer Space

By Abram Brown · Dec 20, 2025 7:00am PST
Welcome, Weekenders! In this newsletter:• The Big Read: Inside the Anduril-ization of local crime fighting • The Arena: Sports betting is booming—and so are prediction markets• Plus, Recommendations, our weekly pop culture picks—holiday favorites edition:  “2046,” “The Holdovers,” “The Holiday,” “Little Women” (2019), “The Muppet... Welcome, Weekenders! In this newsletter:• The Big Read: Inside the Anduril-ization of local crime...
Google CEO Sundar Pichai. David Paul Morris/Bloomberg via Getty Images.
The Briefing

Why Google’s AI Weakness Turned Out to Be a Strength

By Martin Peers · Dec 18, 2025 5:00pm PST · 4 comments
Sometimes people’s greatest weakness can be their biggest strength. And in AI, it is turning out that what we thought was a weakness for Google—the fact that it had both a search portal and an AI chatbot—is actually an advantage. People use search and AI chatbots interchangeably, to be sure, but it’s become clear through the course of this year... Sometimes people’s greatest weakness can be their biggest strength. And in AI, it is turning out...
George Osborne.  Jack Taylor/Getty Images.
The Briefing

OpenAI Lands Its British Politician

By Martin Peers · Dec 16, 2025 5:00pm PST
What is it about former British government ministers that makes them so appealing to U.S. tech firms? Former U.K. Chancellor of the Exchequer George Osborne is joining OpenAI to be head of OpenAI for Countries, based in London. The title is a little vague, but according to OpenAI’s chief global affairs executive, Chris Lehane, Osborne will be... What is it about former British government ministers that makes them so appealing to U.S. tech...
Mario Tama/Getty Images
How Netflix and the Ellisons Could Compromise on Warner
By Martin Peers · Dec 14, 2025 3:00pm PST
Mario Tama/Getty Images
The Briefing

How Netflix and the Ellisons Could Compromise on Warner

By Martin Peers · Dec 14, 2025 3:00pm PST
We’re heading into our last full working week of the year, so the news flow is likely to start quieting down. (Be on the lookout for ServiceNow’s next big acquisition, however). One story that’s likely to chug along through the holidays is the battle between Netflix and the Ellison family’s Paramount Skydance for Warner Bros. Discovery. There’s... We’re heading into our last full working week of the year, so the news flow is likely to start...
Art by Clark Miller
The Weekend

Silicon Valley’s Testosterone Party Could Get Bigger

By Amy Dockser Marcus · Dec 13, 2025 7:05am PST
Welcome, Weekenders! In this newsletter:• The Big Read: Cheap goods, sales gimmicks fuel WhatNot’s $11.5 billion live-shopping empire• Shopping and Style: A tech mogul’s guide to black tie • Plus, our weekly pop culture Recommendations: “Wisecrack,” “Threads of Empire” and “Jay Kelly”The FDA said at a panel this week that it is open to... Welcome, Weekenders! In this newsletter:• The Big Read: Cheap goods, sales gimmicks fuel WhatNot’...
The Weekend Newsletter
What happens when Silicon Valley logs off—the trends, people and companies shaping tech culture.
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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
Larry Ellison, Hock Tan Take the Stage This Week
By Martin Peers · Dec 7, 2025 3:00pm PST
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—...
Art by Clark Miller
The Weekend

What Happens At ‘Code Red’ OpenAI

By Abram Brown · Dec 6, 2025 7:00am PST
Welcome, Weekenders! First, an exciting announcement: Amy Dockser Marcus, a Pulitzer Prize–winning former Wall Street Journal reporter, is joining The Information to cover health and science for Weekend. She begins next week. Amy has long chronicled those two fields, penning memorable pieces about fertility, DNA testing and how many of you... Welcome, Weekenders! First, an exciting announcement: Amy Dockser Marcus, a Pulitzer Prize–...
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,...
Photos of Craig Federighi and Greg Joswiak via Getty Images; screenshot of John Ternus via YouTube. Art by Mike Sullivan
Exclusive

Why Silicon Valley is Buzzing About Apple CEO Succession

By Aaron Tilley and Wayne Ma · Dec 5, 2025 6:00am PST · 5 comments
Tim Cook has been CEO of Apple for nearly 15 years, during which time he has achieved the highly improbable: After replacing an iconic founder, Steve Jobs, Cook transformed Apple into one of the top three most valuable companies in the world. Why, then, are some in his orbit already talking about who could replace him as CEO? Senior employees at... Tim Cook has been CEO of Apple for nearly 15 years, during which time he has achieved the highly...
Eventbrite CEO Julia Hartz. Getty Images.
Eventbrite Punches Exit Ticket
By Martin Peers · Dec 2, 2025 5:00pm PST
Eventbrite CEO Julia Hartz. Getty Images.
The Briefing

Eventbrite Punches Exit Ticket

By Martin Peers · Dec 2, 2025 5:00pm PST
For all the venture capitalist–inspired hype around tech startups, it’s always good to remember that many are too niche to ever amount to anything—and should never go public. We got a reminder of that on Tuesday when Italian conglomerate Bending Spoons said it would buy ticketing firm Eventbrite for $500 million in cash. That’s a stunning... For all the venture capitalist–inspired hype around tech startups, it’s always good to remember...
Art by Clark Miller; images courtesy of companies.
Lists

The Information’s 2025 Gift Guide

By The Information Staff · Nov 28, 2025 8:30am PST · 5 comments
Here at The Information, we approach the holidays with the same mindset that guides our reporting on the world’s most powerful people and largest companies throughout the rest of the year. This is all to say: We focus on dispensing nothing but the no-holds-barred truth. So each year, our annual gift guide features only items we know and... Here at The Information, we approach the holidays with the same mindset that guides our reporting...
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 · 2 comments
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...
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