All posts tagged: Netflix

The billion-dollar windfall from the missed mega-deal

February 27, 2026
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 27th, 2026. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Netflix gives up on buying HBO and its parent company Warner Bros Discovery. A new major streaming giant is being created in the US instead. But despite the loss, Netflix comes out the winner. Sometimes you win in business even when it looks like you’re […]

Netflix’s masterstroke — a win even in defeat

December 9, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on December 9th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. What would you pay to hobble your worst competitor? Netflix’s answer to that question is 54 billion kronor. And should Warner Bros pull out of the deal — Netflix gets a sizeable Christmas bonus either way. The losers, whichever way it goes, are viewers. The […]

The deal that redraws the entire TV world

December 5, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on December 5th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Hollywood shakes as Netflix buys HBO for 83 billion dollars. The deal will redraw the entire streaming market — and more big deals are now on the way. A hidden factor decided the final battle. “Our goal is to become HBO faster than HBO can […]

American vultures are after your TV sports

May 20, 2024
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on May 20th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. As the streaming market slows, unholy alliances are forming and everyone is returning to tried-and-tested plays. And the safest bet of all is sports. That is why the American entertainment giants are now fighting over the rights. Nothing has shaped Swedish pay television more over […]

Netflix forgives pirates — and raises prices

April 19, 2024
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 19th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Netflix beat all expectations when it presented its quarterly results. The company is a profit machine — but it increasingly resembles a perfectly ordinary media company. How do you justify the valuation then? It has been described as one of the largest Swedish drama investments […]

Beats expectations with old tricks

January 24, 2024
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 24th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Growth was in focus as Netflix crushed market expectations. The key to success spells advertising — and a bet on a well-proven idea: good old-fashioned TV. In 1998, a radical idea was launched: films delivered to your door, to watch whenever you want. Today the […]

Wall Street Cheers Netflix’s Numbers — But the Bland Era Is Coming

January 20, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 20th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Strong subscriber numbers lifted Netflix after its earnings report. But the effects of its cheaper, more mainstream content have not yet arrived. And a bigger problem has emerged: Disney. It is easy to be confident when your company is growing fast. Netflix’s outgoing CEO Reed […]

Streaming’s New Normal: How Netflix Is Going Full Seinfeld

November 22, 2022
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on November 22nd, 2022. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Hoping for a new Squid Game this winter? You might be disappointed. Everything points to Netflix’s content becoming more like Seinfeld than big prestige dramas. The reason: a new business model. “We basically sold nuclear weapons to a third-world country, and now they’re using them […]

Netflix Launches Ads in Bridgerton and Stranger Things

October 19, 2022
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on October 19th, 2022. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. In an increasingly squeezed streaming market, Netflix is launching a cheaper, ad-supported tier. But the company may need more radical change to stay competitive. That was the mood back in April, when Netflix announced it had lost subscribers for the first time in ten years. […]

YouTube and TikTok Win as Netflix Falls

April 23, 2022
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 23rd, 2022. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. CNN’s new streaming service is being shut down after less than a month, and Netflix is losing subscribers for the first time in more than a decade. The boom in streaming services may be coming to an end, and there are several reasons why. There […]