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Bloomberg

The only daily news program focused exclusively on technology, innovation and the future of business.

Bloomberg Technology

Netflix delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal with Warner Bros. Discovery Inc.
 

The streaming leader said Tuesday it plans to increase spending on films and TV shows by 10% in 2026 while forging ahead with plans to buy the studio and streaming business of Warner Bros., a deal that would unite two of the world’s largest entertainment companies. Netflix spent about $18 billion on programming last year, with subscribers growing almost 8% to top 325 million.
 
For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
 
 • Bloomberg News Senior Editor and Entertainment Team Leader Chris Palmeri
 • Eric Clark, Chief Investment Officer at Accuvest Global Advisors
 • Bloomberg Intelligence Senior Media Analyst Geetha Ranganathan
 
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Instant Reaction: Netflix Beats on Earnings, Disappoints on Cautious Forecast

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Netflix’s amended, all-cash offer to buy Warner Bros. Discovery's studio and streaming business. Plus, Google DeepMind CEO, Demis Hassabis, says Chinese AI firms are six months behind US frontier models, as tech leaders sit down with Bloomberg from Davos. And funding continues to pour into defense tech startups.

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Netflix’s Amended Offer Puts Pressure on Paramount

Bloomberg’s Ed Ludlow discusses the plan laid out by the Trump administration and several states to have tech companies pay for surging energy prices following the rise of AI data centers. Plus, AI coding startup Replit nears a $9 billion valuation in a new funding round. And the Chairman of the Federal Trade Commission, Andrew Ferguson discusses acquihires, consumer protection and AI regulation.

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Trump Wants Big Tech to Pay for Power

Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute, and hunts for hardware partners across data centers and consumer devices. And New York City Mayor Zohran Mamdani sues a delivery tech company, accusing it of breaking local worker-protection laws.

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TSMC Forecast Lifts Peers on Robust AI Demand

Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI CEO Deepak Pathak discusses how the company’s robot “brain” works across form factors. And, Netflix is working to revise its bid for Warner Bros. Discovery, shifting to an all-cash offer.

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US Eases Path for Nvidia to Sell H200s to China

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to double the output of its Ray-Ban AI-glasses as it pivots away from the metaverse. Plus, Microsoft pledges to pay electricity rates that will cover costs for its data centers, seeking to quell consumer anxiety over power prices. And, Klarna CEO Sebastian Siemiatkowski weighs in on President Trump’s call for a one-year 10% interest rate cap on credit cards.

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Meta Shifts to AI Devices From Metaverse

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s decision to use Alphabet’s Gemini to power Siri in a multiyear deal. Plus, Nvidia plans to invest $1 billion over five years in a new lab with Eli Lilly & Co. to speed up the use of AI in the pharmaceutical industry. And, Paramount sues Warner Bros. Discovery and plans to nominate directors to the board, stepping up hostilities in its takeover efforts.

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Apple Picks Gemini to Run AI-Powered Siri

Bloomberg’s Ed Ludlow discusses Meta’s latest energy deals for AI data centers that will make it the biggest buyer of nuclear power among its hyperscaler peers. Plus, MiniMax, one of China’s largest generative AI startups, goes public in Hong Kong. And, Snowflake CEO Sridhar Ramaswamy talks about the company’s plan to buy AI-powered observability platform Observe.

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Meta to Become the Biggest Nuclear Buyer Among Hyperscalers

Humanoid robots have been folding laundry, lifting boxes and demonstrating new AI-powered capabilities at CES but their future in homes is likely still far away. Jan Liphardt, founder and CEO of OpenMind and professor of bioengineering at Stanford University, discusses the outlook for AI robots with Caroline Hyde and Ed Ludlow on “Bloomberg Tech” from CES in Las Vegas.

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Future of Robots on Display at CES

Bloomberg Tech's Caroline Hyde and Ed Ludlow are live from CES in Las Vegas. They sit down with Jim Johnson of Intel's Client Computing Group to discuss the chipmaker's efforts to make its products competitive again. They also discuss why Warner Brothers rejected an amended takeover offer from Paramount Skydance; and they are joined by Mobileye CEO Amnon Shashua to weigh in on the company's acquisition of Israeli startup Mentee Robotics

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Bloomberg Tech at CES, Day 2

Bloomberg's Ed Ludlow, in for Emily Chang, breaks down a potential security deal between the White House and TikTok, just as a lack of trust from lawmakers threatens operations in its biggest market. Plus, a conversation with ARK's Chief Futurist on how Cathie Wood's latest venture fund might play out. 

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TikTok Security and ARK's Latest VC Fund

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