NETFLIX AD TIER HITS 250M VIEWERS, EXPANDING GLOBALLY
■ AI-SUMMARIZED FROM 4 SOURCES ▸ TIMELINE
Netflix's ad-supported tier has grown to 250 million monthly active users, nearly tripling from 94 million in 2025. The company is expanding to 15 new countries and testing personalized ad tools.
■ MORE FROM THE BIG TECH DESK
Apple is reportedly redesigning the iPhone interface around a redesigned Siri. The overhaul marks a significant shift in how the voice assistant integrates with iOS.
Tencent is shifting strategy toward smaller AI models to compete with Chinese rivals. Executive Vice President Dowson Tong revealed that AI now accounts for over 20% of the company's revenue and generates 95%+ of new internal code.
Dell reported Q1 revenue of $43.84B, up 88% year-over-year and significantly above the $35.43B analyst estimate. The company also issued FY 2027 guidance above expectations, sending shares up 15% in after-hours trading.
Anthropic, the company behind Claude, has raised $65 billion in funding to reach a $965 billion valuation, surpassing OpenAI as the most valuable AI startup. The massive funding round reflects continued investor appetite for artificial intelligence companies.