Netflix continued to expand its customer base at a rapid clip in the fourth quarter thanks to strong growth overseas, but increased spending on content weighed on the streaming-video giant's profit and it forecast slower revenue growth for the current quarter. Rob Enderle of the Enderle Group has more.

Netflix Earnings: A Mixed Bag as Competition Heats Up

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Plus: Meta reports record first-quarter sales. And Google has delayed its timeline for eliminating cookies. Alex Ossola hosts.



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TNB Tech Minute: New Law Will Force Sale or Ban of TikTok

As the demand for artificial intelligence grows, so does the need for more facilities to power it—namely, data centers. Data centers can take years to build because they require particular conditions, including cooling centers, ample electricity and real estate. Now, because of the AI boom, there’s a shortage of some of the key elements that data centers need. WSJ reporter Tom Dotan tells host Alex Ossola about what this means for the future of AI. Plus, startup Exowatt was created to power data centers via solar energy, and it’s already raised millions from investors. WSJ climate finance reporter Amrith Ramkumar talks about how the technology works.



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Why the Parts and Properties Powering the AI Boom Are in Short Supply

Plus: IBM nears an acquisition of cloud software provider HashiCorp. And Ericsson lays off more than 200 employees in China. Alex Ossola hosts.



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TNB Tech Minute: Tesla’s Earnings Fall

The National Center for Missing and Exploited Children, or NCMEC, wasn’t created to serve as the nation’s central system for detecting child exploitation online, but for the past 25 years, that’s what it’s done. A WSJ analysis and a Stanford report found that the nonprofit is contending with outdated technology and legal constraints as the number of reports soars. WSJ technology reporter Jeff Horwitz tells host Alex Ossola why change might be on the way. Plus, WSJ Heard on the Street columnist Dan Gallagher talks about what analysts are looking for in Meta’s first-quarter earnings tomorrow.



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The Nonprofit Fighting Online Child Sex Abuse Needs a Tech Upgrade

Plus: Sam Altman invests in a startup intended to provide clean energy to data centers. And Disney’s chief technology officer departs. Alex Ossola hosts.



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Netflix Earnings: A Mixed Bag as Competition Heats Up

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