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Global Scans · Netflix · Weekly Summary

  • [New] There could be fresh challenges and opportunities in both streaming and studios should Netflix succeed in its attempts to acquire Warner Bros Discovery. AJ Bell
  • [New] Following the acquisition of RPM, Netflix plans to utilize its team and technology for its expanding gaming business, allowing Netflix users to have a unified virtual avatar across various games. MEXC
  • [New] Netflix co-CEO faces grilling by US Senate panel over Warner Bros deal Negative Sentiment: Political and reputational risk - at the Senate hearing one senator publicly accused Netflix of promoting certain content to children, which adds a political / PR angle that could complicate regulatory optics. MarketBeat
  • [New] Netflix plans to push more into live events, particularly in sports - even as it continues to avoid standard, full-season rights packages. Front Office Sports
  • [New] The EU could place restrictions on the European operations of Netflix or U.S. cloud providers. MacNicolAsset.com - Asset Management Inc., Toronto
  • [New] While less than a month apart, Netflix is still betting the space between each half-season will result in maintaining subscribers for an extra month while reducing subscriber churn overall. Indiewire
  • Netflix plans to invest heavily across films, series, live events, sports-adjacent programming, podcasts, and games. Baptista Research
  • Netflix reported $1.5 billion in ad revenue last year and expects that to double in 2026. EconCurrent's Substack
  • Netflix expects its ad revenue to nearly double again in 2026 and hit roughly $3 billion. AdExchanger
  • Netflix is now doubling down, investing in local talent and regional studios to craft content that caters to local tastes while retaining global potential. Ainvest
  • Netflix will carry selected Spotify video podcasts in early 2026. Baird Media
  • Netflix told investors to expect content amortization to rise about 10% year over year. Baptista Research
  • Personalized learning will hit Netflix-level relevance. Training
  • Netflix is more likely to integrate HBO into its core offering, which will accelerate growth even more rapidly. Media Play News
  • 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

Last updated: 08 February 2026


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