This week, we highlight the key numbers and comments from Netflix's Q2 earnings, covering finances, ad growth, live event strategy, competition, AI, and content strategy. We detail the financial metrics tied to revenue, free cash flow, debt, and estimated full-year 2025 revenue guidance. We discuss all the comments from Netflix's management team regarding measuring household engagement, its upcoming interactive ad launch, the impact of the recent price hike, its deal with TF1, and the acquisition of content assets. We also detail NBCU's decision to raise Peacock’s monthly subscription by $3, as well as the new US-based SVOD service from the BBC. Finally, we discuss Deltatre's plans to acquire Endeavor Streaming, which raises questions about the state of Deltatre's business, as no metrics have been provided since its acquisition in 2022.

Podcast produced by Security Halt Media