Netflix co-CEO Ted Sarandos says global hits like Squid Game succeed by being deeply local, not globally designed. Speaking at the Semafor World Economy Summit, he emphasized Netflix’s strategy of giving international teams full autonomy, which has helped drive global…
Lucas Shaw and Katty Kay discuss how YouTube’s dominance in U.S. TV viewership and its projected revenue growth, expected to surpass Disney, signals a major shift in the entertainment industry. With creators like MrBeast and Cocomelon landing high-budget deals and…
Amazon is developing Vega, a proprietary, Linux-based operating system to replace Fire OS and eliminate its reliance on Google's Android infrastructure. Vega is already running on Echo Show devices and will soon power Amazon’s streaming hardware, giving the company full-stack…
Dimension Studio has launched an end-to-end AI-powered production pipeline, moving beyond experimental generative AI into full-scale operational use. Developed by its R&D division, the pipeline streamlines every phase of production — from ideation to delivery — enabling smaller teams to…
The Verge breaks down WWE’s YouTube strategy, where the company splits archival content into dedicated channels like WWE Vault to boost engagement and reach. By separating legacy footage from its main feed, WWE is driving long-tail viewership and showing how…
The Desk looks at how Philo boosted conversions and cut fraud by partnering with Stripe and accepting alternative payments like Cash App. The move helped the budget-friendly streamer better serve underbanked users and handle major spikes in demand—especially during Yellowstone…
Netflix crushed Q1 2025 earnings with $10.54B in revenue and a 32% operating margin, but the real shift came with its decision to stop reporting subscriber counts—signaling a permanent pivot from growth optics to monetization metrics. By ditching the outdated…
The story this week was that 88% of Prime Video users are now watching with ads—but the real headline is that only 12% care enough to pay to skip them. This isn’t a failure of Amazon’s strategy; it is the…
Gen Z is reshaping the subscription economy with an average of seven services and $940 in annual spend, prioritizing flexibility, bundles, and perks over loyalty. Premium social subscriptions like Snapchat+ and X Premium are gaining traction, while traditional video streaming…
Andrew Wamugi explores how MLB could use MLB.TV as a strategic asset in upcoming media rights negotiations. With ESPN walking away from its $550 million annual deal after 2025, MLB is leveraging its centralized streaming infrastructure to attract potential partners…
