{ "schema": "https://streamingbusinessreview.com/v1/schema/entity.json", "license": "CC BY 4.0", "slug": "netflix-inc", "type": "company", "name_jp": "ネットフリックス", "name_en": "Netflix, Inc.", "aliases": [ "Netflix", "Netflix Inc", "NFLX", "ネトフリ" ], "also_known_as": [ "NFLX", "旧 Kibble (1997)", "CIK 0001065280" ], "website": "https://about.netflix.com/", "summary": "米国カリフォルニア州ロスガトス本社のストリーミング配信企業。1997 年に DVD レンタル事業として創業、2007 年にストリーミング配信を開始し、現在は世界最大の SVOD 事業者の一つ。広告付きプランの展開と独自コンテンツへの大規模投資で知られる。", "profile": { "founded_year": 1997, "founded_note": "1997 年 Scotts Valley, CA", "headquarters": "米国 カリフォルニア州 ロスガトス", "ceo": "Ted Sarandos", "co_ceo": "Greg Peters", "employees": 16000, "employees_note": "FY2025 末", "ticker": "NFLX", "exchange": "NASDAQ", "market_cap_usd_bn": 343, "revenue_usd_bn": 45.2, "revenue_period": "FY2025", "operating_margin_pct": 29.5 }, "kpis": [ { "label": "Global Subscribers", "value": "325.0M", "delta": "推計", "delta_dir": "neu", "period": "Q1 2026", "source": { "status": "estimate", "ref": "第三者推計（Netflix 非開示）", "note": "Netflix は 2025 Q1 より加入者数を非開示（決算 letter でも primary metric は revenue と operating margin と明記）。最後の公式値は 2024 年末 301.6M（Q4 2024）、Q4 2025 株主レター（2026-01-20）では「Q4 中に 325M を突破」と開示済み。表示値は Q1 2026 の報道コンセンサスに基づく推計。" } }, { "label": "Q1 Revenue", "value": "$12.25B", "delta": "+16% YoY", "delta_dir": "pos", "period": "Q1 2026" }, { "label": "Global ARPU", "value": "$11.97", "delta": "−1.4% YoY", "delta_dir": "neg", "period": "Q1 2026", "source": { "status": "estimate", "ref": "第三者推計（Netflix は ARM を非開示）", "note": "Netflix は地域別 ARM の四半期開示も 2025 年に縮小。表示値は推計。" } }, { "label": "Operating Margin", "value": "32.3%", "delta": "+0.6pt YoY", "delta_dir": "pos", "period": "Q1 2026" } ], "sparkline": { "label": "Global subscribers · 2018 → 2026E", "points": [ { "x": "2018", "y": 139 }, { "x": "2019", "y": 167 }, { "x": "2020", "y": 204 }, { "x": "2021", "y": 222 }, { "x": "2022", "y": 231 }, { "x": "2023", "y": 260 }, { "x": "2024", "y": 301 }, { "x": "2025", "y": 325 }, { "x": "2026E", "y": 315 } ], "unit": "M" }, "geographic": { "coverage": "190 ヶ国以上 (中国本土・北朝鮮・ロシア・シリア・クリミア地域を除く)", "price_band": "$2.99 (アルゼンチン Basic w/Ads) — $24.99 (US Premium)", "notes": "現地通貨建てプライシングを各国で展開。新興国向けに低価格モバイル専用プランを 2019 年から導入" }, "mentions_count": 53, "co_occurrences": [ { "slug": "disney-plus", "count": 14 }, { "slug": "prime-video", "count": 12 }, { "slug": "warner-bros-discovery", "count": 9 }, { "slug": "amazon", "count": 7 }, { "slug": "tving", "count": 6 }, { "slug": "paramount-skydance", "count": 6 }, { "slug": "cj-enm", "count": 5 }, { "slug": "youtube", "count": 4 }, { "slug": "fast", "count": 4 }, { "slug": "google", "count": 4 }, { "slug": "dazn", "count": 4 }, { "slug": "sony", "count": 4 }, { "slug": "wavve", "count": 4 }, { "slug": "ctv", "count": 3 }, { "slug": "nhk", "count": 3 }, { "slug": "u-next", "count": 3 }, { "slug": "microdrama", "count": 3 }, { "slug": "reelshort", "count": 3 }, { "slug": "crunchyroll", "count": 3 }, { "slug": "coupang-play", "count": 3 } ], "mentions": [ { "slug": "canal-multichoice-samsung-africa-ctv", "title_jp": "Canal+、DStv Stream をアフリカ18カ国の Samsung テレビにプリインストール — 衛星の箱から「テレビの一等地」へ流通を移す", "title_en": "Canal+ Pre-installs DStv Stream on Samsung TVs Across 18 African Markets, Moving Distribution from the Decoder to Prime Placement on the Home Screen", "category": "strategy", "published_at": "2026-06-23T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/canal-multichoice-samsung-africa-ctv/" }, { "slug": "channel4-programmatic-amazon-dsp-multihoming", "title_jp": "Channel 4、VOD 広告枠を Amazon DSP など5社へ同時開放 — 自社販売の『壁』を開け、買い手の道具に相乗りする", "title_en": "Channel 4 Opens Its VOD Ad Inventory to Amazon DSP and Four Other Platforms, Trading Walled First-Party Sales for Programmatic Multihoming", "category": "ad", "published_at": "2026-06-23T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/channel4-programmatic-amazon-dsp-multihoming/" }, { "slug": "netflix-tf1-france-broadcaster-carriage", "title_jp": "Netflix がフランスで TF1 を自社アプリに取り込む — リニアチャンネルを抱える初の提携", "title_en": "Netflix Begins Carrying TF1's Linear Channels in France, Its First Broadcaster Distribution Deal", "category": "strategy", "published_at": "2026-06-19T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/netflix-tf1-france-broadcaster-carriage/" }, { "slug": "apos-2026-asian-ip-global-asset", "title_jp": "4 大ストリーマー、アジア IP を「世界商品」に格上げ — APOS 2026 が映す現地戦略の転換", "title_en": "At APOS 2026, the Big Four Streamers Recast Asian Content From Local Play to Global Asset", "category": "strategy", "published_at": "2026-06-18T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/apos-2026-asian-ip-global-asset/" }, { "slug": "viu-iqiyi-sea-bundle", "title_jp": "Viu と iQIYI、東南アジアで配信バンドルを共同ローンチ — 競合だった地域勢が「規模」を守る防衛連合", "title_en": "Viu and iQIYI International Launch a Southeast Asia Streaming Bundle, Pooling Scale Against Global Rivals", "category": "strategy", "published_at": "2026-06-18T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/viu-iqiyi-sea-bundle/" }, { "slug": "apos-2026-apac-retail-media-shift", "title_jp": "アジア太平洋の映像経済、2031年に2,000億ドルへ — APOS 2026 が示した「インプレッションからトランザクションへ」の収益転換", "title_en": "APAC Screen Economy to Hit $200 Billion by 2031: APOS 2026 Frames a Shift From Impressions to Transactions", "category": "ad", "published_at": "2026-06-17T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/apos-2026-apac-retail-media-shift/" }, { "slug": "hbo-max-apac-rollout-complete-35-markets", "title_jp": "HBO Max、NZ・ベトナム投入でアジア太平洋35市場超に — 番組卸から自社直販への転換が鮮明", "title_en": "HBO Max Reaches 35-Plus APAC Markets with New Zealand and Vietnam Launches, Pivoting From Licensing to Direct-to-Consumer", "category": "strategy", "published_at": "2026-06-17T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/hbo-max-apac-rollout-complete-35-markets/" }, { "slug": "prime-video-apac-entertainment-hub", "title_jp": "Prime Video、アジア太平洋を「エンタメハブ」に賭ける — 単独アプリ競争から束ねる戦略へ", "title_en": "Prime Video Bets Its Asia-Pacific Future on the 'Entertainment Hub,' Shifting From Standalone Apps to Aggregation", "category": "strategy", "published_at": "2026-06-17T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/prime-video-apac-entertainment-hub/" }, { "slug": "fox-roku-22bn-ctv-acquisition", "title_jp": "FOX が Roku を 220 億ドルで買収 — 作り手が配信の「入口」を兼ねる垂直統合に、市場は懐疑で応えた", "title_en": "Fox to Acquire Roku for $22 Billion: A Content Owner Buys the Streaming Gateway", "category": "strategy", "published_at": "2026-06-16T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/fox-roku-22bn-ctv-acquisition/" }, { "slug": "italy-iptv-piracy-bust-sports-rights-economics", "title_jp": "伊財務警察、2,769人規模の IPTV 海賊版網を摘発 — W杯前に続く取締りが映す「断片化の代償」", "title_en": "Italian Financial Police Dismantle an IPTV Piracy Network of 2,769 Users: A Pre-World-Cup Crackdown and the Cost of Fragmentation", "category": "regulation", "published_at": "2026-06-14T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/italy-iptv-piracy-bust-sports-rights-economics/" }, { "slug": "roku-sale-talks-streaming-aggregator-endgame", "title_jp": "Roku が身売りを協議 — 米メディア企業との統合報道で株価20%高、配信の「入口」が再編の標的に", "title_en": "Roku Explores a Sale: Media-Company Tie-Up Talks Send Shares Up 20% as the Streaming Gateway Becomes the Next Consolidation Target", "category": "strategy", "published_at": "2026-06-14T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/roku-sale-talks-streaming-aggregator-endgame/" }, { "slug": "dazn-japan-world-cup-nonexclusive", "title_jp": "リーチは開く、転換は攻める — DAZN 非独占戦略の LTV ファネルと「月 980 円」表記の綻び", "title_en": "Open the Reach, Press the Conversion — DAZN's Non-Exclusive LTV Funnel and the '¥980/Month' Labeling Misstep", "category": "strategy", "published_at": "2026-06-13T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/dazn-japan-world-cup-nonexclusive/" }, { "slug": "doj-paramount-wbd-unconditional-clearance", "title_jp": "米司法省、Paramount の WBD 買収を無条件承認 — 8 カ月審査は「競争をむしろ増やす」と結論", "title_en": "DOJ Clears Paramount-WBD Merger Without Conditions, Concluding the Deal Is Likely to Increase Competition", "category": "regulation", "published_at": "2026-06-13T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/doj-paramount-wbd-unconditional-clearance/" }, { "slug": "netflix-teach-you-a-lesson-webtoon-hit", "title_jp": "『Teach You a Lesson』が Netflix 非英語首位デビュー — 米国で打ち切られたウェブトゥーンが 48 の国と地域でヒットに", "title_en": "Teach You a Lesson Debuts Atop Netflix's Non-English Chart, Turning a US-Discontinued Webtoon into a Top 10 Hit Across 48 Countries and Regions", "category": "content", "published_at": "2026-06-12T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/netflix-teach-you-a-lesson-webtoon-hit/" }, { "slug": "prime-video-top10-chart-opacity", "title_jp": "Prime Video も週間 Top 10 を公開開始 — だが「ヒットの物差し」は各社バラバラのまま", "title_en": "Prime Video Joins the Weekly Top 10 Club, But Streamers Still Measure 'Hits' on Their Own Terms", "category": "content", "published_at": "2026-06-12T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/prime-video-top10-chart-opacity/" }, { "slug": "jiohotstar-tadka-100m-microdrama-india", "title_jp": "JioHotstar の縦型「TADKA」、開始約 2 カ月で 1 億ユーザー — 微短劇は「追加課金なしの内蔵」でスケールする", "title_en": "JioHotstar's TADKA Hits 100 Million Users in Two Months, Proving the Built-In Model for Microdrama", "category": "content", "published_at": "2026-06-11T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/jiohotstar-tadka-100m-microdrama-india/" }, { "slug": "netflix-clips-vertical-feed-japan-korea", "title_jp": "Netflix、縦型フィード「クリップ映像」を日韓へ — 7 月のアプリ刷新で「発見」を短尺化", "title_en": "Netflix Brings Its Vertical Clips Feed to Japan and Korea in July, Turning Discovery Into Short-Form", "category": "strategy", "published_at": "2026-06-11T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/netflix-clips-vertical-feed-japan-korea/" }, { "slug": "paramount-netflix-wbd-doj-scorched-earth", "title_jp": "Paramount、Netflix の「焦土作戦」を司法省に告発 — WBD 買収戦は規制ロビーの第 2 ラウンドへ", "title_en": "Paramount Accuses Netflix of a 'Scorched-Earth Campaign' at the DOJ — The WBD Battle Enters Its Regulatory Lobbying Round", "category": "strategy", "published_at": "2026-06-10T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/paramount-netflix-wbd-doj-scorched-earth/" }, { "slug": "disney-plus-interactive-ad-formats", "title_jp": "Disney+、対話型広告4種を自社基盤 DXC で本格展開 — 広告を『中断』から『参加』へ作り替える", "title_en": "Disney+ Scales Four Interactive Ad Formats on Its In-House DXC Platform, Reframing Ads from Interruption to Engagement", "category": "ad", "published_at": "2026-06-09T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/disney-plus-interactive-ad-formats/" }, { "slug": "kokuho-prime-video-exclusive", "title_jp": "興収200億『国宝』、Prime Video が見放題独占 — 劇場ヒットを“独占の錨”にする囲い込み", "title_en": "Amazon Locks Up Japan's Top Live-Action Hit 'Kokuho' as a Prime Video Exclusive", "category": "content", "published_at": "2026-06-07T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/kokuho-prime-video-exclusive/" }, { "slug": "sony-midnight-labs-ai-piracy-enforcement", "title_jp": "ソニー、AI海賊版対策の Midnight Labs に出資 — 「工業化された海賊版」に執行の自動化で応じる権利者", "title_en": "Sony Innovation Fund Backs Midnight Labs to Automate IP Enforcement Against AI-Industrialized Piracy", "category": "tech", "published_at": "2026-06-06T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/sony-midnight-labs-ai-piracy-enforcement/" }, { "slug": "nordic-fiction-production-30pct-decline", "title_jp": "北欧の新作ドラマ、2025 年に約 30% 減 — 低 ARPU 配信が制作量を絞る一方で支配力は拡大", "title_en": "Nordic Fiction Production Falls ~30% in 2025 as Low-ARPU Streaming Squeezes Output While Tightening Its Grip", "category": "content", "published_at": "2026-06-04T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/nordic-fiction-production-30pct-decline/" }, { "slug": "youtube-overtakes-netflix-daily-viewing", "title_jp": "YouTube、1 日視聴時間で Netflix を逆転 — 99.1 分対 93.4 分、アテンションの主役が交代", "title_en": "YouTube Overtakes Netflix in Daily Viewing Time — 99.1 vs 93.4 Minutes as the Attention Crown Changes Hands", "category": "strategy", "published_at": "2026-06-04T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/youtube-overtakes-netflix-daily-viewing/" }, { "slug": "ace-spliiit-password-resale-ruling-france", "title_jp": "パリ司法裁、サブスク共有仲介 Spliiit を違法認定 — ACE 勝訴、パスワード商用転売に司法の線引き", "title_en": "Paris Court Rules Subscription-Sharing Marketplace Spliiit Unlawful as ACE Wins Password-Resale Case", "category": "regulation", "published_at": "2026-06-03T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/ace-spliiit-password-resale-ruling-france/" }, { "slug": "netflix-animation-studios-first-union-contract", "title_jp": "Netflix の内製アニメ部門、初の労組契約を可決 — 89% 賛成で Animation Guild と妥結", "title_en": "Netflix Animation Studios Production Workers Ratify First Union Contract with The Animation Guild", "category": "strategy", "published_at": "2026-06-02T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/netflix-animation-studios-first-union-contract/" }, { "slug": "omdia-online-video-overtakes-paytv-revenue-2025", "title_jp": "オンライン動画収益、初めてペイTVを逆転 — Omdia が映す「広告ティア頼み」の成長と2026年の減速", "title_en": "Online Video Revenue Overtakes Pay-TV for the First Time in 2025, but Omdia Flags Ad-Tier-Driven Growth Set to Slow in 2026", "category": "strategy", "published_at": "2026-06-01T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/omdia-online-video-overtakes-paytv-revenue-2025/" }, { "slug": "rtl-sky-deutschland-close-german-aggregator", "title_jp": "RTL、Sky Deutschland 買収を完了 — 独語圏1,230万会員を束ね「国内最大の集約役」へ", "title_en": "RTL Closes Sky Deutschland Acquisition, Becoming Germany's Largest Aggregator with 12.3M Subscribers", "category": "strategy", "published_at": "2026-06-01T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/rtl-sky-deutschland-close-german-aggregator/" }, { "slug": "sbs-kdrama-multiseason-economics", "title_jp": "SBS、Kドラマを「シリーズ化」へ転換 — AI で続編の制作費 6 割減、配信ロングテールを狙う地上波の供給戦略", "title_en": "SBS Pivots to Multi-Season K-Dramas, Cutting Sequel Costs 60% with AI to Capture Streaming's Long Tail", "category": "content", "published_at": "2026-06-01T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/sbs-kdrama-multiseason-economics/" }, { "slug": "lg-uplus-mobile-tv-shutdown", "title_jp": "LG U+ が独自 OTT「U+ Mobile TV」を 5 月末で終了 — 韓国通信 3 社の単独配信が全滅、IPTV 回帰へ", "title_en": "LG Uplus Shuts Standalone OTT 'U+ Mobile TV' at End of May, Ending All Three Korean Carriers' Independent Streaming and Retreating to IPTV", "category": "strategy", "published_at": "2026-05-31T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/lg-uplus-mobile-tv-shutdown/" }, { "slug": "omdia-uk-leads-european-microdrama-market", "title_jp": "マイクロドラマ、英が欧州首位に — Omdia『規模でなく注目を先取り』、世界140億ドルへ", "title_en": "The UK Leads Europe's Microdrama Market, Omdia Says — Winning Attention Before Scale, as the Format Heads Toward $14B", "category": "content", "published_at": "2026-05-31T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/omdia-uk-leads-european-microdrama-market/" }, { "slug": "korea-paytv-subscribers-decline-h2-2025", "title_jp": "韓国の有料放送、4 期連続で純減 — 3,615 万件、OTT 移行が加入基盤を侵食", "title_en": "Korea's Pay-TV Base Shrinks for a Fourth Straight Half to 36.15M as OTT Migration Erodes the Whole Platform", "category": "strategy", "published_at": "2026-05-29T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/korea-paytv-subscribers-decline-h2-2025/" }, { "slug": "aomedia-av2-codec-spec-finalized-royalty-free", "title_jp": "AOMedia、次世代コーデック AV2 の仕様を確定 — 配信大手連合が打つ「特許料ゼロ」の次の一手", "title_en": "AOMedia Finalizes the AV2 Codec Spec: The Streaming Giants' Royalty-Free Next Move", "category": "tech", "published_at": "2026-05-28T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/aomedia-av2-codec-spec-finalized-royalty-free/" }, { "slug": "korea-kculture-400tr-ott-ip", "title_jp": "韓国、K-カルチャー 2030 目標を ₩400 兆へ倍増 — グローバル配信の IP 条件を名指しし「支援」から「投資」へ", "title_en": "Korea Doubles Its 2030 K-Culture Target to ₩400tr, Names Global Streaming's IP Terms and Pivots from 'Support' to 'Investment'", "category": "regulation", "published_at": "2026-05-28T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/korea-kculture-400tr-ott-ip/" }, { "slug": "unext-gohands-vertical-integration", "title_jp": "U-NEXT、アニメ制作 GoHands を完全子会社化 — 配信会社が「作る」側へ回る垂直統合", "title_en": "U-NEXT Buys Anime Studio GoHands, Moving Upstream into Production", "category": "strategy", "published_at": "2026-05-26T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/unext-gohands-vertical-integration/" }, { "slug": "disney-plus-korea-netflix-gap", "title_jp": "Disney+ 韓国の追走戦略 — 322 万契約で Netflix の 1,559 万に挑む、現地 OTT との束ね売り", "title_en": "Disney+ Korea's Catch-Up Bet: 3.22M Subscribers Chasing Netflix's 15.59M Through a Local-OTT Bundle", "category": "content", "published_at": "2026-05-25T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/disney-plus-korea-netflix-gap/" }, { "slug": "netflix-nhk-licensing-global-19-titles", "title_jp": "Netflix と NHK、19 作品グローバル配信で合意 — 広告非表示を条件に 2023 年中断から再開", "title_en": "Netflix and NHK Strike 19-Title Global Licensing Deal, Resuming Distribution After 2023 Pause with Ad-Free Terms", "category": "strategy", "published_at": "2026-05-25T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/netflix-nhk-licensing-global-19-titles/" }, { "slug": "netflix-cannes-2026-selective-acquisition", "title_jp": "Netflix、カンヌ 2026 で『選別買い』— 大手の一律爆買いから厳選・縮小へ", "title_en": "Netflix's Selective Cannes 2026: From Streamers' Blanket Buying to Prestige Picks", "category": "content", "published_at": "2026-05-23T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/netflix-cannes-2026-selective-acquisition/" }, { "slug": "live-streaming-low-latency-scaling", "title_jp": "ライブ配信の低遅延化はなぜ投資されるのか — LL-HLS とマルチ CDN が標準、L4S は次の一手", "title_en": "Why Live Streaming Invests in Low Latency — LL-HLS and Multi-CDN Are the Baseline, L4S the Next Step", "category": "tech", "published_at": "2026-05-21T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/live-streaming-low-latency-scaling/" }, { "slug": "japan-fast-programmatic-ad-exchange", "title_jp": "日本の CTV 広告がプログラマティックへ加速 — TVer PMP の急伸とグローバル勢の広告参入で取引が運用型に", "title_en": "Japan's CTV Advertising Accelerates Toward Programmatic — TVer PMP's Surge and Global Entrants Shift Buying to Automation", "category": "ad", "published_at": "2026-05-19T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/japan-fast-programmatic-ad-exchange/" }, { "slug": "ofcom-tier1-vod-broadcast-rules", "title_jp": "Ofcom、Netflix・Disney+・Prime Video を『放送並み』規制へ — 大手 VOD に字幕・公平性の義務", "title_en": "Ofcom Moves to Regulate Netflix, Disney+ and Prime Video Like Broadcasters With Accessibility and Impartiality Rules", "category": "regulation", "published_at": "2026-05-16T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/ofcom-tier1-vod-broadcast-rules/" }, { "slug": "netflix-anime-cocreation-mappa-kaguya", "title_jp": "Netflix、日本アニメ戦略を「独占購入」から制作段階の共創へ — MAPPA 提携と『超かぐや姫！』が示す配信主導メディアミックス", "title_en": "Netflix Pivots Its Japan Anime Strategy from Exclusive Acquisition to Co-Creation, with the MAPPA Pact and 'Cosmic Princess Kaguya!' as Proof Points", "category": "strategy", "published_at": "2026-05-15T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/netflix-anime-cocreation-mappa-kaguya/" }, { "slug": "paramount-skydance-merger-antitrust-clearance", "title_jp": "Paramount Skydance、Warner Bros. Discovery 買収で株主承認 — 反トラスト審査と外資規制が次の関門に", "title_en": "Paramount Skydance Wins Shareholder Approval for Warner Bros. Discovery — Antitrust and Foreign-Ownership Review Loom Next", "category": "regulation", "published_at": "2026-05-15T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/paramount-skydance-merger-antitrust-clearance/" }, { "slug": "netflix-japan-anime-investment-pipeline", "title_jp": "Netflix、MAPPA・東宝との提携深化で日本制作を上流化 — 製作委員会方式の改革圧力が高まる", "title_en": "Netflix Deepens MAPPA and Toho Ties to Move Upstream in Japan — Pressure Mounts on the Production-Committee Model", "category": "content", "published_at": "2026-05-14T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/netflix-japan-anime-investment-pipeline/" }, { "slug": "jiohotstar-global-svod-asia-gravity", "title_jp": "グローバル SVOD 加入者の重心がアジアへ — JioHotstar 5 億 MAU が示す規模の非対称と日本の選択", "title_en": "Streaming's Center of Gravity Shifts to Asia — JioHotstar's 500M MAU and the Asymmetry of Scale for Japan", "category": "strategy", "published_at": "2026-05-13T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/jiohotstar-global-svod-asia-gravity/" }, { "slug": "netflix-effect-korea-2026", "title_jp": "Netflix「The Netflix Effect」報告書 — 10 年で 2.4 倍を謳う経済効果と、韓国ドラマ 1 作 900 億ウォンの政治的読み", "title_en": "Netflix's 'The Netflix Effect' Report: A 2.4x Return Claim and the Politics of One K-Drama's ₩90B", "category": "strategy", "published_at": "2026-05-13T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/netflix-effect-korea-2026/" }, { "slug": "crunchyroll-21-million-anime-engine", "title_jp": "Crunchyroll が有料会員 2,100 万人へ — ソニーの『アニメ垂直統合』が配信の収益エンジンに", "title_en": "Crunchyroll Hits 21 Million Subscribers as Sony's Anime Vertical Becomes a Streaming Profit Engine", "category": "content", "published_at": "2026-05-09T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/crunchyroll-21-million-anime-engine/" }, { "slug": "cj-enm-q1-2026-tving-earnings-shock", "title_jp": "CJ ENM、Q1 2026 営業益わずか 15 億ウォンの衝撃 — TVING は増収でも赤字、テレビ広告は 5 四半期連続減", "title_en": "CJ ENM's Q1 2026 Earnings Shock: ₩1.5B Operating Profit as TVING Grows but Stays in the Red", "category": "strategy", "published_at": "2026-05-07T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/cj-enm-q1-2026-tving-earnings-shock/" }, { "slug": "studio-dragon-q1-2026-licensing-volume", "title_jp": "スタジオドラゴン Q1 増収増益も「大作不在」 — 編成回数を 6 割増やしてマージンを守る", "title_en": "Studio Dragon's Q1 2026: Revenue and Profit Up on Episode Volume, Not Tentpoles", "category": "content", "published_at": "2026-05-07T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/studio-dragon-q1-2026-licensing-volume/" }, { "slug": "wbd-q1-2026-netflix-fee-streaming-profit", "title_jp": "WBD Q1、Netflix 違約金 28 億ドルで純損 29 億ドル — それでもストリーミング黒字は拡大", "title_en": "WBD Q1 2026: A $2.8B Netflix Termination Fee Drives a $2.9B Net Loss — Yet Streaming Profit Keeps Growing", "category": "strategy", "published_at": "2026-05-06T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/wbd-q1-2026-netflix-fee-streaming-profit/" }, { "slug": "coupang-play-q1-2026-developing-loss", "title_jp": "Coupang Play を抱える「育成中事業」、Q1 で赤字 329 億円超に拡大 — 小売キャッシュで配信を回す構造", "title_en": "Coupang's Developing Offerings, Home of Coupang Play, Widens Q1 2026 Loss to Over $329M as Retail Cash Funds Streaming Land-Grab", "category": "strategy", "published_at": "2026-05-05T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/coupang-play-q1-2026-developing-loss/" }, { "slug": "paramount-skydance-q1-2026-dtc-profit", "title_jp": "Paramount Skydance 統合後初決算、DTC が黒字化 — WBD 買収の『返済原資』を数字で示す", "title_en": "Paramount Skydance's First Post-Merger Quarter: DTC Turns Profitable, Backing Its Warner Bros. Discovery Bid", "category": "strategy", "published_at": "2026-05-04T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/paramount-skydance-q1-2026-dtc-profit/" }, { "slug": "eu-avmsd-vod-european-works-quota", "title_jp": "EU、配信の『欧州作品クオータ』見直しへ — 著作者団体は VOD を 30%→50% に引き上げ要求", "title_en": "EU Reopens Its Streaming 'European Works Quota' as Authors Push VOD From 30% to 50%", "category": "regulation", "published_at": "2026-05-03T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/eu-avmsd-vod-european-works-quota/" }, { "slug": "amazon-q1-2026-advertising-70b-ctv", "title_jp": "Amazon の広告、四半期 172 億ドル・過去 12 か月 700 億ドル超 — 小売起点の広告が Prime Video/CTV へ染み出す", "title_en": "Amazon Advertising Hits $17.2B in Q1 and Tops $70B Trailing-Twelve-Months as Retail-Rooted Ads Spread to CTV", "category": "ad", "published_at": "2026-04-29T00:00:00.000Z", "url": "https://streamingbusinessreview.com/articles/amazon-q1-2026-advertising-70b-ctv/" } ], "permalinks": { "page": "https://streamingbusinessreview.com/entities/netflix-inc/", "graph": "https://streamingbusinessreview.com/graph/netflix-inc/", "feed": "https://streamingbusinessreview.com/feeds/entity/netflix-inc.xml" } }