Global Scans · Netflix · Weekly Summary

• [New] Personalized learning will hit Netflix-level relevance. Training
• [New] Netflix is more likely to integrate HBO into its core offering, which will accelerate growth even more rapidly. Media Play News
• [New] Google, Meta, Netflix, Microsoft and Amazon will not face heavy regulations in Europe's overhauled Digital Network's Act and will only be subject to a voluntary framework rather than binding rules. Digiday
• [New] Sony's films will stream worldwide on Netflix in what's called Pay-1, the first window of availability after a movie's theatrical and VOD releases. Engadget
• [New] With a projected $24 billion content spend for 2026 and the full integration of Hulu and ESPN, Disney is capturing the attention of value-oriented investors who previously saw Netflix as the only viable horse in the race. The Pilot News
• [New] Netflix and other streamers will introduce new content formats as they draw closer to creators. Business Insider
• [New] If Netflix's purchase of Warner Bros. goes through, Netflix and HBO will become one. The Week
• [New] Advertising-supported subscriptions will open Netflix to a new base of subscribers and a major new source of revenue. InvestorsHub
• If Netflix can successfully merge the WBD library with its own and leverage newly acquired sports rights to drive its advertising business, the current valuation might eventually look like a bargain. The Pilot News
• Prime Video has reportedly overtaken Netflix in total U.S. household penetration as of early 2026, leveraging its vast ecosystem to drive ad revenue that is expected to top $5 billion in 2026. The Pilot News
• WBD Synergies: Integrating the HBO and DC Studios libraries could allow Netflix to reduce its own original content spend while maintaining a high-quality library. The Daily Press
• The next 12 months will determine whether Netflix strengthens its position as the world's dominant entertainment platform or gets pulled into a costly, distracting fight that delays its strategic ambitions. Yahoo Finance
• By summer, streaming will push over 50% of all television viewing for the first time, FAST will have put Netflix in its rearview, and YouTube will surpass all of US Broadcast, combined. Media War & Peace
• An explosion of low-cost AI content will pressure studios and streamers, driving M&A activity, particularly Walmart, Amazon, Disney and Netflix, as they fight for ad budgets, scale and stay competitive. Triton Digital
• Netflix can raise prices without worrying a lot about churn as competitors are loss making and will be forced to raise their prices. Rebound Capital
• The move into live events / sports will also reduce user churn in between the launch of hit series - increasing the lifetime value of customers for Netflix. Rebound Capital
• Netflix is a diversified media house with > $45 B in expected revenue. Rebound Capital
• December's biggest media squabble will carry over into 2026, as Netflix and Paramount continue fighting over Warner Bros. Yahoo Sports
• Investors who want to own the best businesses in the world, and put less emphasis on valuation, might be the only ones inclined to buy Netflix shares before 2026. AOL
• Netflix maintains strong growth momentum, targeting 400 million subscribers by 2030 and steadily increasing operating margins to surpass 30% in the near future. XTB.com

Last updated: 25 January 2026