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- Oct 20, 2026Oct 20, 2026Netflix Q3 Revenue Hits $12.9B | Growth Slows To 12% Pulse story
- Jul 19, 2026Jul 19, 2026Netflix Paid $587M for Ben Affleck's AI Filmmaking Startup Pulse story
Latest Pulse
- Oct 20, 2026Netflix Q3 Revenue Hits $12.9B | Growth Slows To 12%Netflix's Q3 2026 revenue rose 12% year over year to $12.9B, continuing a multi-quarter slowdown, even as operating margin expanded to 34.6% from 28.2% a year earlier, per the company's shareholder letter.→
- Oct 2, 2026Paramount, Warner Bros. Discovery to Become SkydanceParamount and Warner Bros. Discovery will operate as a combined company called Skydance once their roughly $110 billion merger closes, expected October 6.→
- Sep 21, 2026Temporal Raises $550M As Agentic AI Needs Durable CodeTemporal Technologies raised a $550 million Series E (announced September 14) at a $12.55 billion valuation led by Lightspeed, as demand for durable execution infrastructure grows alongside longer-running agentic AI workloads.→
- Sep 14, 2026Amazon Adds TikTok-Style News Clips Inside Prime VideoAmazon added on-demand, algorithmically curated short-form local and national news clips to Prime Video's News destination, initially on TVs, joining Peacock, HBO Max and Netflix in racing to capture short-form video attention inside streaming apps.→
- Aug 28, 2026Apple TV Jumps to $14.99, Fourth Hike in Four YearsApple raised Apple TV to $14.99 a month from $12.99 and lifted the Apple One Individual bundle to $21.95, effective immediately for new subscribers in the United States.→
- Aug 28, 2026GTA 6 Preview Breaks Streams, Lifts Take-TwoRockstar's 27-minute Grand Theft Auto VI preview premiered exclusively on Netflix and overwhelmed streaming platforms, pushing Take-Two shares higher as Morgan Stanley and JPMorgan reiterated bullish calls.→
- Aug 24, 2026Netflix Weighs Opening Its App to Rival StreamersNetflix is reportedly considering letting other streaming services sell inside its app, a shift from walled garden toward distribution platform.→
- Aug 18, 2026Peacock Raises Prices 18% Right After Turning a ProfitPeacock raised prices across all tiers for the fourth time in four years, months after posting its first quarterly profit of $189 million in adjusted EBITDA, with the ad-free plan going from $17 to $20 a month.→
- Aug 3, 2026OLIX's $312M Bet Against Nvidia's Chip ShortageOLIX raised $312M to build a photonic inference chip that skips the HBM shortage bottlenecking Nvidia -- backed by Arm, Hudson River Trading and Reed Hastings, and a real signal that the AI chip market is finally getting a credible non-GPU challenger.→
- Jul 19, 2026Netflix Paid $587M for Ben Affleck's AI Filmmaking StartupA regulatory filing revealed Netflix paid $587 million in cash for InterPositive, the AI post-production startup co-founded by Ben Affleck, folding a 16-person team and generative tools already used on hundreds of Netflix titles directly into the studio.→
Coverage Timeline
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BIG TECH$12.9B Q3 Revenue
Netflix Q3 Revenue Hits $12.9B | Growth Slows To 12%
Netflix's Q3 2026 revenue rose 12% year over year to $12.9B, continuing a multi-quarter slowdown, even as operating margin expanded to 34.6% from 28.2% a year earlier, per the company's shareholder letter.
DEEP DIVE
GTA 6 Preview Breaks Streams, Lifts Take-Two
IPO
GTA 6 Preview Breaks Streams, Lifts Take-Two
Rockstar's 27-minute Grand Theft Auto VI preview premiered exclusively on Netflix and overwhelmed streaming platforms, pushing Take-Two shares higher as Morgan Stanley and JPMorgan reiterated bullish calls.
DEEP DIVE
Netflix Weighs Opening Its App to Rival Streamers
BIG TECH
Netflix Weighs Opening Its App to Rival Streamers
Netflix is reportedly considering letting other streaming services sell inside its app, a shift from walled garden toward distribution platform.
DEEP DIVE
Value Add Research
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