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Antenna: 9% of Netflix's US sign-ups in November were for its ad tier; 57% of subscribers to the plan were re-joining or new signups, while 43% downgraded (Sarah Krouse/Wall Street Journal)

[ad_1] Sarah Krouse / Wall Street Journal: Antenna: 9% of Netflix’s US sign-ups in November were for its ad tier;…

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Sources detail Netflix's internal debate over embracing theatrical releases for big-budget movies, something Ted Sarandos and Reed Hastings call a distraction (Nicole Sperling/New York Times)

[ad_1] Nicole Sperling / New York Times: Sources detail Netflix’s internal debate over embracing theatrical releases for big-budget movies, something…

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Disney hit 235.7M global streaming subscribers in its Q4, above Netflix's 223.1M in its Q3; Disney+ had 164.2M subscribers, Hulu had 47.2M, and ESPN+ had 24.3M (Lauren Forristal/TechCrunch)

[ad_1] Lauren Forristal / TechCrunch: Disney hit 235.7M global streaming subscribers in its Q4, above Netflix’s 223.1M in its Q3;…

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Hands-on with Netflix's Basic with Ads: while most shows have pre-roll ads, mid-roll ads are more unpredictable; many popular shows are locked to higher tiers (Jay Peters/The Verge)

[ad_1] Jay Peters / The Verge: Hands-on with Netflix’s Basic with Ads: while most shows have pre-roll ads, mid-roll ads…

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A book excerpt details Netflix's shift from DVDs and tensions with HBO, which took a hard line on streaming rights, leading Netflix to make its own content (Bloomberg)

[ad_1] Bloomberg: A book excerpt details Netflix’s shift from DVDs and tensions with HBO, which took a hard line on…

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Netflix's password sharing crackdown sparked protests on social media in Argentina, but a source says the anger didn't translate into a mass subscriber exodus (Rest of World)

[ad_1] Rest of World: Netflix’s password sharing crackdown sparked protests on social media in Argentina, but a source says the…

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Analysis: Amazon is projected to spend ~$15B on programming including sports in 2022, ahead of Netflix's $13.6B, Disney+'s $9.5B, and Apple's $6B (Lucas Shaw/Bloomberg)

[ad_1] Lucas Shaw / Bloomberg: Analysis: Amazon is projected to spend ~$15B on programming including sports in 2022, ahead of…

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Sources: Netflix's ad-supported tier may debut on Nov. 1 in markets including Canada, France, Germany, UK, and US; the date was moved to beat Disney+'s Dec. 8 (Todd Spangler/Variety)

[ad_1] Todd Spangler / Variety: Sources: Netflix’s ad-supported tier may debut on Nov. 1 in markets including Canada, France, Germany,…

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A look at Netflix's gaming initiative: experimenting with ways to surface games to subscribers, hiring for a cloud gaming service, acquiring studios, and more (Janko Roettgers/Protocol)

[ad_1] Janko Roettgers / Protocol: A look at Netflix’s gaming initiative: experimenting with ways to surface games to subscribers, hiring…

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Disney hits 221.1M global streaming subscribers in Q3, surpassing Netflix's 220.7M; Disney+ had 152.1M subscribers, Hulu had 46.2M, and ESPN+ had 22.8M (Aisha Malik/TechCrunch)

[ad_1] Aisha Malik / TechCrunch: Disney hits 221.1M global streaming subscribers in Q3, surpassing Netflix’s 220.7M; Disney+ had 152.1M subscribers,…

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