Edition No. 124 · Sat 24 Oct 2026 · Story 20 of 50
Netflix earnings, business or franchise, Disney's deal
Stratechery
Ben Thompson argues Netflix has a solid business but increasingly looks like a business rather than a growth franchise.
Interest score
Newsletters × what it touches on this site × movement. It ranks, it does not reorder the digest.
How this is measured
Each factor is 1.00 when it has nothing to say, so a missing input never sinks a story. The full working is on the method page.
- 1.60Interest score15 of 50 in this edition
- 1.00NewslettersCount not recorded yet, so neutral
- 1.00On this siteWhat it touches: places, clubs, leagues
- 1.60MovementRunning: in 4 of the last 7 editions
Next in this edition
- 21 · SemaforElon Musk makes $1 billion investment in Ellison's Skydance
- 22 · Business InsiderThe tech and product leaders who survived the Paramount-WBD merger
- 23 · StatusThe polling pretenders
- 24 · DefectorNobody wants to talk about why The Ringer is pivoting to Substack
- 25 · Business InsiderFox's Red Seat Ventures takes aim at Substack
Where these stories come from
Each morning the Daily Newsletter Digest reads about fifty newsletters, groups them by theme and records an audio episode. These are the day’s most substantive stories from it, each with a direct link to the original article.
Links open the publisher’s own site, which may ask you to subscribe. The one-line summaries are ours; the reporting is theirs. A place tag links to that metro or country on this site, where the same story appears under In the news.