Global Scans · Netflix · Weekly Summary

• [New] 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
• [New] 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
• [New] 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
• [New] 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
• [New] Netflix is a diversified media house with > $45 B in expected revenue. Rebound Capital
• [New] December's biggest media squabble will carry over into 2026, as Netflix and Paramount continue fighting over Warner Bros. Yahoo Sports
• [New] 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
• [New] 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
• [New] Netflix faces intense competitive pressure and rapid technological disruption, including the rise of AI-driven content personalization and emerging platforms. Artificall
• Netflix will close a landmark acquisition deal for HBO Max, reshaping the streaming landscape. Boardroom
• Netflix has just launched Netflix House in Philladelphia and Dallas, with another coming in 2027, translating its hit shows into physical spaces built around immersion rather than rides. AOL
• If Netflix executes well, it could emerge in 2027 as the undisputed leader of the global entertainment industry. AOL
• Next summer, streaming platforms will surpass 50% of US TV viewing for the first time; YouTube will surpass the combined viewership of broadcast television; and FAST will overtake Netflix for TV usage in the US. Media War & Peace
• Netflix absorbs HBO: In a dramatic consolidation move, Netflix could fold HBO's premium content into its flagship service and rebrand HBO's linear channels under the Netflix name. Streaming Media Magazine
• Traditional broadcasters are facing a long-term existential threat as audiences and revenues continue to rapidly migrate to global digital players such as Meta, Google, Amazon and Netflix. The Guardian
• While Netflix has yet to disclose stand-alone ad revenue figures, all signals point to growing advertiser demand and rising monetization potential. AOL
• On Friday, Netflix announced its intention to buy Warner Bros Discovery for $83 billion, in a deal that will give the world's largest paid streaming service access to famous entertainment brands, such as Harry Potter, and power over theater owners and entertainment unions. Derek Thompson
• Netflix just announced a deal with iHeartMedia to bring 14 video podcasts to Netflix in 2026. Forrester
• At least 15 podcasts produced by iHeartMedia will publish their video episodes exclusively on Netflix beginning in early 2026. Digiday
• Companies like Netflix, Coca-Cola, and Mastercard pioneered AI-driven personalization, analyzing billions of data points to predict customer preferences with stunning accuracy. StartUpMandi
• Netflix continues to broaden its ambitions, but that expansion increases complexity and raises execution risk. AOL
• As Netflix grows as an entertainment giant, with the potential deal to acquire Warner Bros. announced last week, the Netflix House locations could become even more compelling by adding additional brands. Digiday

Last updated: 11 January 2026