With nearly 150 million subscribers around the world, Netflix has a commanding lead in the streaming wars. But it’s also facing heavy competition from deep-pocketed conglomerates like Disney, Apple, and AT&T, and an ongoing wave of narrow, targeted streaming sites like CBS All Access and DC Universe, which can draw on popular existing franchises for original content. As fewer companies are willing to license out their films and shows to other streaming sites, Netflix is pouring billions of dollars annually into its own original content. Follow along with The Verge as we look at Netflix’s new films and shows, its evolving strategies against new entrants in the market, and how it’s leveraging its technological and marketing lead.
Now, Paramount is offering to cover the $2.8 billion termination fee that Warner Bros. Discovery would owe Netflix for abandoning the $82.7 billion merger agreement. It’s also tossing in a $0.25 per share “ticking fee” that it would pay shareholders for every quarter its deal hasn’t closed beyond December 31st, 2026.
[The Hollywood Reporter]
There’s a lot to see in Netflix’s new trailer for the live-action One Piece’s upcoming second season, but the most surprising reveal here is a fresh look at Tony Tony Chopper’s (Mikaela Hoover) Walk Point form that turns him into a much more normal-looking reindeer. The show’s out March 10th.
The next four episodes of Sesame Street are dropping soon on Netflix and will include a cameo from Miley Cyrus.
Will they also go back to having a Letter and Number of the Day and a proper ending song? I won’t hold my breath, but I’ll still be bitter.
You’ll be able to livestream the famous K-Pop group’s first concert in three years on March 21st, the day after the new BTS album comes out. You might want some coffee, though; the show starts at 7AM ET that day.
Though Netflix originals The Pete Davidson Show and The White House with Michael Irvin look and feel like a podcast, they lack a lot of features podcast listeners are used to, like RSS feed downloads and chapter markers. Here’s my take.
What the bidding war over Warner Bros. Discovery says about the future of Hollywood, with Puck’s Julia Alexander.
As part of its earnings report released on Tuesday, Netflix also said it has launched AI-powered tools designed to “connect members with the most relevant titles for them to watch.” It also plans on building upon its AI advertising tools that already allow companies to blend Netflix’s IP with their ads.
[Netflix]
Netflix, in its Q4 shareholder letter, says that early results for its cloud-streamed TV games launched last year are “encouraging.” It’s going to expand the lineup in 2026 with games like its new FIFA football sim. (No mention of new games available on mobile.)
[Netflix]
Originally, the live-action movies were going to come to Netflix starting in 2027, but What’s on Netflix reports that they’re appearing starting this year, beginning with Megan 2.0 on January 26th. The films still stream on Peacock first before jumping to Netflix.
Matt Damon and Ben Affleck went on the Joe Rogan Experience to promote their new film The Rip, and ended up sharing some very depressing details about Netflix’s love of repeated exposition dumps and its approach to filmmaking in this age of constant distraction. As Variety reports:
“The standard way to make an action movie that we learned was, you usually have three set pieces. One in the first act, one in the second, one in the third,” Damon explained. “You spend most of your money on that one in the third act. That’s your finale. And now they’re like, ‘Can we get a big one in the first five minutes? We want people to stay. And it wouldn’t be terrible if you reiterated the plot three or four times in the dialogue because people are on their phones while they’re watching.’”
As part of a multiyear agreement, Sony Picture Entertainment films will stream on Netflix worldwide following their “full theatrical and home entertainment runs.” The deal is worth more than $7 billion, Deadline reports. Netflix already has Pay-1 rights in the US and other select territories.
The Dealer will be a crime series following a casino dealer who starts gambling herself to fund her wedding. Squid Game creator Hwang Dong-hyuk will produce the show, though he isn’t writing or directing this time.
As reported by Bloomberg, the revised deal would replace Netflix’s existing agreement to acquire WBD’s studio and streaming business in a cash and stock transaction. The rumored change comes as Paramount continues to press WBD to accept its “superior” $108 billion all-cash deal for the entire company.
The new teaser trailer for the second season of Netflix’s live-action One Piece adaptation introduces the show’s take on Baroque Works, the superpowered crime syndicate fixated on toppling the Arabasta Kingdom and taking out anyone who gets in their way. The new season drops on March 10th.
The team formerly at Boss Fight Entertainment, which worked on Netflix’s Squid Game mobile game before being shut down last year, has formed a new studio called Sunwise Games. The studio is working on a new, original game.
“I created Sunwise because it’s the change I want to see in the games industry: clear scope, ethical monetization, and teams built to deliver reliably over time,” founder Irin Berry says in a statement.
If you believe internet rumors claiming the Stranger Things finale had “two hours” cut from its two-hour runtime, and have ignored actors and others saying that the claim is fake, the show’s creators have responded.
Asked about it by Variety, Matt Duffer said, “Obviously, that’s not a real thing,” while Ross Duffer added, “I don’t think there’s a single cut scene in the entire season.”
The main Stranger Things series is coming to an end when the final episode is released tomorrow, on New Year’s Eve at 8PM ET.
Netflix released this new trailer for the finale, which is also going to be shown in theaters, where people can watch together regardless of their familiarity with “shipping” and/or fandom designation.
In an Elite Daily interview ahead of this week’s penultimate release, series star Gaten Matarazzo referenced the “Stonathan” pairing and said he liked the idea behind “Steddie” fanfics.
But saying the “Byler” shipping between Will and Mike, was “very funny. I see them as just very good friends,” seemingly went too far for some, with social media posts targeting the interviewer, and some even claiming it was a fake quote.
Junichi Okada talks about the new Netflix series and how his role as action planner touches nearly every part of it.
Last week, we talked about how Warner Bros. — quite reasonably! — had some agita about David Ellison’s bid for the company. Well, what do you know, David’s daddy is going to personally guarantee the offer. Also, since the last time we talked, Jared Kushner backed out of the nepo baby bid.
