Latest market news, earnings coverage, and analysis for Netflix (NFLX) from KAHROS.
A Rome court ruling on Netflix’s past price-hike clauses spotlights subscription friction, as the streamer leans into ads and franchise-building in 2026.
Roku is pushing Howdy and a home screen refresh that could make its TV interface more valuable ad real estate. Here’s why it matters for 2026.
Netflix lifted U.S. subscription prices on March 26, 2026. Here’s why it’s tied to live events, new formats, and the company’s bigger platform ambitions.
Netflix is leaning into fandom-led “experiences,” from reported KPop Demon Hunters tour talks to Stranger Things theatrical previews, reshaping its growth story.
Disney hands CEO duties to Josh D’Amaro on March 18, 2026. Here’s why the parks-led pick signals a strategy shift for Disney’s next chapter.
Netflix exited the Warner Bros. Discovery chase in late Feb 2026, collected a $2.8B breakup fee, then bought Ben Affleck’s AI film-tech firm.
Netflix walked away from the Warner Bros. Discovery deal, then bought Ben Affleck’s AI film-tech firm InterPositive—an operational bet on content efficiency.
Netflix backed away from a Warner Bros. Discovery deal as its ad-supported tier scales from 94M users to ads reaching 190M viewers—why it matters.
Netflix stepped back from a higher-stakes Warner Bros. Discovery chase in March 2026, signaling discipline as rivals push streaming mega-bundles.
Netflix declined to raise its Warner Bros. bid as Paramount Skydance agreed to buy WBD. Here’s what the decision says about Netflix’s strategy.
Netflix declined to raise its Warner Bros. Discovery offer, while expanding into F1 with Drive to Survive Season 8 and a live Canadian GP stream in May 2026.
