ambitions

Netflix ad ambitions grow as low-cost plan surges to 190 million viewers

Netflix on Wednesday touted a surge in popularity for its low-cost streaming plan with ads, as it looks to tap into the lucrative the world of brands.

The streaming giant said it now has more than 190 million monthly active viewers watching ads through a plan that costs $7.99 a month. The lowest cost ad-free plan costs $17.99 a month.

In May, Netflix said it had 94 million monthly active users watching ads through the cheaper plan. That translated to roughly 170 million monthly active viewers, the company said at the time.

However, the Los Gatos, Calif.-based company is now using a different methodology to measure its audience watching ads, making exact comparison’s difficult.

Netflix now defines monthly active viewers as customers who watched at least 1 minute of ads on Netflix per month. It then multiplies that by the estimated average number of people in a household. Previously, Netflix had measured monthly active users based on the number of Netflix profiles watching content with ads.

The streamer said its previous measurement didn’t illustrate all the people who were in the room watching.

“Our move to viewers means we can give a more comprehensive count of how many people are actually on the couch, enjoying our can’t-miss series, films, games and live events with friends and family,”wrote Amy Reinhard, Netflix’s president of advertising in a post on the streamer’s website on Wednesday.

On Wednesday, Netflix executives said the growth in ad viewers was in line with their expectations.

“We are very satisfied with where we are at,” Reinhard, said in a press briefing. “We think there is a lot of opportunity to grow on this plan around the world, and we’re going to continue to make sure that we are offering our customers a great experience and a great buying experience on the advertising side.”

Netflix began its foray into ad-supported streaming in 2022, after it received pressure from investors to diversify how it makes revenue. Previously, Netflix mainly made money through subscriptions and for many years had been ad-adverse.

The company said last month it was on track to more than double its ad revenue in 2025, but did not cite specific figures. Netflix Co-CEO Greg Peters said in an earnings presentation in October that the ad revenue is still small relative to the size of the company’s subscription revenues, but advertisers are excited about Netflix’s growing scale.

“We see plenty of room for growth ahead,” Peters said.

On Wednesday, Netflix said it is expanding its options for advertisers, including demographic targeting in areas such as education, marital status and household income.

Netflix also said it has partnered with brands including brewing company Peroni Nastro Azzurro in ads for its romantic comedy series “Emily in Paris,” and tested dynamic ad insertion with programs including WWE Raw this quarter and will offer that feature in the U.S. and other countries for NFL Christmas Gameday.

Many streamers have been increasing the cost of their subscriptions in order to become more profitable. Earlier this year Netflix raised the prices on plans.

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A Narrow Passage, A Grand Plan: How the U.S. Aims to Strangle China’s Naval Ambitions

Marilyn Hubalde recalls the fear of local residents in Batanes, Philippines, when they first heard military helicopters during joint exercises with U. S. troops in April 2023. Hubalde’s helper even hid in the woods, thinking war had begun. The military drills, part of increased U. S.-Philippines cooperation, involve airlifting anti-ship missile launchers to the islands, marking a significant shift for the once-peaceful province.

Situated near Taiwan, Batanes is now seen as a frontline region in the competition between the U. S. and China for influence in Asia. The province is close to the Bashi Channel, an important shipping route between the Philippines and Taiwan, which connects the South China Sea to the Western Pacific. The recent exercises highlighted how both countries plan to use ground-based missiles to prevent Chinese naval access in potential conflicts.

Experts emphasize that denying Chinese control of the Bashi Channel is crucial, as it could decide the outcome of any conflict. Retired military officials state that controlling the northern Philippines is essential for any Chinese invasion of Taiwan, which China claims as its territory. President Xi Jinping has stated that China may use force to assert control over Taiwan, a position Taiwan’s government rejects, insisting that its future is for its people to determine.

China’s foreign ministry has warned the Philippines against involving external forces and escalating tensions in the South China Sea, calling Taiwan an internal issue that should not involve outside interference. The Pentagon and Taiwan’s defense ministry did not provide comments on these developments.

Using the ‘First Island Chain’

American military deployments in Batanes are part of a broader Pentagon strategy focused on using the Philippines’ geographic position to deter or counter Chinese military actions towards Taiwan and other areas in the South China Sea. The Philippines, consisting of over 7,600 islands and vital maritime chokepoints, is essential to the “First Island Chain,” which comprises territories controlled by U. S. allies, forming a barrier against China’s expanding navy. Rear Admiral Roy Trinidad of the Philippine Navy stated that the archipelago serves as a crucial gateway between the South China Sea and the Pacific Ocean.

The U. S. aims to ensure this gateway remains secure, despite uncertainties about American security commitments under President Donald Trump. Efforts have intensified since President Joe Biden took office to strengthen defense collaboration with the Philippines. Recent reports indicate an evolving and permanent U. S. military presence in the country, characterized by joint exercises and ongoing training, reversing an earlier period after the U. S. left its military base at Subic Bay in 1992.

In a meeting between Philippine Armed Forces chief General Romeo Brawner and U. S. Indo-Pacific Command head Admiral Samuel Paparo, the two sides agreed to more than 500 joint engagements for 2026, covering various military activities. U. S. Secretary of Defense Pete Hegseth highlighted a focus on enhancing capabilities to counter Chinese aggression in the First Island Chain, noting that training activities with the Philippines are increasing in scale and duration.

The cooperation under President Ferdinand Marcos Jr. is vital for containing Chinese forces, especially in a potential conflict scenario. Marcos has stated that should war arise over Taiwan, the Philippines would be inevitably involved, while also emphasizing the desire to avoid conflict. The Philippine defense ministry expressed confidence in the commitments made by the Trump administration.

China’s recent military movements demonstrate the importance of the Bashi Channel for its Pacific strategies. The region has seen enhanced Chinese naval activity, including exercises near Japan, which highlight its ambitions. In response to Chinese “gray-zone” warfare aimed at the Philippines, which involves intimidation tactics against Philippine vessels, the military has reported unauthorized incursions by Chinese ships into Philippine waters. The defense ministry asserts that these actions challenge international law and reflect China’s desire to reshape the global order. China’s foreign ministry did not provide responses regarding these tactics.

War Jitters in Batanes

Communities near key military passages in the archipelago feel vulnerable due to preparations for conflict. In Batanes, residents, like Hubalde, rushed to buy essential supplies like rice, oil, sugar, and milk when military exercises began. The islands heavily depend on regular shipments from the mainland for food, fuel, and medical supplies.

Provincial Governor Ronald “Jun” Aguto Jr. said that the community has adapted to the military presence, which initially caused alarm and panic buying. Aguto is now focused on updating the provincial contingency plan to prepare for a potential influx of overseas Filipino workers (OFWs) from Taiwan during a conflict. There are around 200,000 Filipinos living in Taiwan. He mentioned that Batanes could be used as a launch pad for bringing these workers home, but the islands can support only 20,000 people, requiring a plan to transfer them to the mainland for better sustainability.

The military is developing a rescue plan, according to Commodore Edward Ike De Sagon, the retiring Philippine Navy commander for Northern Luzon. He emphasized that the military is preparing for various scenarios, including handling large numbers of returning workers and possible refugees from Taiwan. The Philippine military has noted Batanes’ strategic location as a potential logistical hub for evacuations and humanitarian responses.

Concerns about being caught in conflict have intensified, especially if China were to attack Taiwan, with fears that Batanes could be targeted. Past military exercises have indicated preparations for potential fighting in the region. Retired politician Florencio Abad urged Manila authorities to reassure the local population regarding plans for managing the impact of conflict, expressing fears about survival in such a scenario. He highlighted the lack of clear communication from the government about evacuating workers from Taiwan or plans for potential refugees. The Philippine defense ministry stated that it is working on contingency and repatriation plans but did not provide details.

Missiles ‘Designed to Close a Strait’

Locals are concerned about potential conflict as the U. S. and the Philippines conduct annual military drills named Balikatan, which includes the deployment of U. S. Marines and new missile systems. The U. S. brought the NMESIS ground-based anti-ship missile launcher to Batanes, capable of launching the Naval Strike Missile with a range over 300 kilometers. This missile can target hostile warships in the Bashi Channel, providing “sea denial capability,” which is crucial for controlling access to this strait.

In late May, more drills occurred with the NMESIS system moved secretly into position for simulated strikes while U. S. and Philippine marines practiced key area operations. Not long after the NMESIS was deployed, China’s aircraft carrier Shandong entered the Western Pacific through the Bashi Channel for military exercises, spotlighting the strategic importance of this maritime route. China also deployed its other carrier, the Liaoning, similarly entering from the Miyako Strait, as both aimed to enhance their naval capabilities. Japan’s military anticipates that in a conflict, it would prevent Chinese access through certain straits, making the Bashi Channel vital for China.

The Philippine military described China’s naval activities as part of aggressive and illegal regional tactics. Meanwhile, the U. S. Army deployed Typhon launchers in Luzon, armed with powerful anti-ship missiles, which can hit targets deep into China, even as Manila expressed a willingness for further deployments despite Chinese objections.

China condemned the U. S. and Philippines’ military exercises and deployment of offensive weapons as destabilizing. The Philippine military clarified that these missile systems are for training and deterrence, not aimed specifically at any country, and operational security prevents them from confirming the locations of such systems. The military maintained that the presence of these missiles during exercises was temporary and not intended to close any maritime routes like the Bashi Channel.

If China doesn’t like it, ‘we’re doing it right’

Senior Philippine defense officials believe that China’s negative reaction indicates it sees the new anti-ship missiles as a significant threat. Retired Admiral Ong noted that disapproval from China means the Philippines is on the right track. The Philippine military recently acquired BrahMos supersonic anti-ship missiles from India, intended to give ground forces the ability to strike Chinese vessels and land targets while staying hidden. This approach helps avoid the vulnerability of fixed military bases to Chinese attacks.

Joint military exercises with the U. S., Japan, and Australia are being conducted to prepare for potential blockades in key maritime routes in the Philippines, such as the Mindoro Strait and the Balabac Strait. The Marcos administration has also allowed the U. S. access to four new military sites in northern Luzon, expanding military cooperation.

U. S. Secretary of State Marco Rubio confirmed America’s defense commitments to the Philippines shortly after President Trump took office and exempted funds for Philippine security force modernization from an overseas aid freeze. Despite increased military activity, Batanes Governor Aguto believes China is unlikely to attack, as it would escalate into a larger conflict.

However, local residents, like store owner Marilyn Hubalde, are preparing for possible disruptions to their supply chains. They are considering the need to grow their own food should conflict arise, emphasizing the importance of self-sufficiency in uncertain times.

With information from Reuters

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South Korea’s Nuclear Submarine Ambitions Take Major Step Forward

President Donald Trump has come out in support of a future fleet of South Korean nuclear-powered submarines. He says he has signed off on the plan and has claimed that at least some of the boats will be built in the United States. Authorities in South Korea have been open about their nuclear-powered submarine ambitions for years, but have faced pushback, including from the United States, particularly over nuclear proliferation concerns.

Trump has made two posts on his Truth Social social media network discussing South Korean nuclear-powered submarine plans in the past day or so. The U.S. President held a summit with his South Korean counterpart, Lee Jae Myung, yesterday, which was centered heavily on trade negotiations. Trump’s visit to South Korea was part of a larger tour of Asia.

“Our Military Alliance is stronger than ever before and, based on that, I have given them approval to build a Nuclear Powered Submarine, rather than the old fashioned, and far less nimble diesel powered submarines that they have now,” Trump wrote in one post on Truth Social.

The ROKS Dosan Ahn Chang-ho, one of South Korea’s existing diesel-electric submarines. South Korean Defense Acquisition Program Administration South Korean Defense Acquisition Program Administration

“South Korea will be building its Nuclear Powered Submarine in the Philadelphia Shipyards, right here in the good ol’ U.S.A.,” he wrote in a second post. “Shipbuilding in our Country will soon be making a BIG COMEBACK. Stay tuned!!!”

The South Korean Navy already has a substantial fleet of diesel-electric submarines, which currently consists of 12 Jang Bogo class, nine Sohn Won-yil class, and three Dosan Ahn Chang-ho class types. The Jang Bogo and Sohn Won-yil class submarines are German-designed Type 209s and Type 214s, respectively. The Dosan Ahn Chang-ho class, also known as the KS-III Batch I, is a domestically developed design. Just this month, South Korea launched the first of a planned subclass of three KS-III Batch IIs, the country’s largest and most advanced submarine to date, which you can read more about here.

In general, compared to even advanced diesel-electric types like the KS-III Batch II, the key benefit that nuclear-powered submarines offer is functionally unlimited range.

The Trump administration has yet to elaborate on exactly what the current South Korean nuclear-powered submarine plan might entail and the roles that the United States may play.

The shipyard in Philadelphia that Trump mentioned is most likely the Hanwha Philly Shipyard. That yard had been Philadelphia Shipyard Inc. until elements of the South Korean conglomerate Hanwha acquired it last year. That yard has never produced a submarine of any kind or any type of nuclear-powered vessel.

“Asked about Trump’s submarine announcement, Hanwha Ocean, which owns the shipyard with another Hanwha affiliate, said it was ready to cooperate with both countries and provide support with advanced technology, but did not mention specifics,” according to Reuters.

General Dynamics Electric Boat in Groton, Connecticut, and Newport News Shipbuilding, a division of Huntington Ingalls Industries (HII) in Newport News, Virginia, are two current producers of nuclear-powered submarines in the United States.

The US Navy’s Virginia class submarine USS New Jersey seen while under construction in Newport News. HII

South Korea’s “Defense Minister Ahn Gyu-back told lawmakers that plans called for South Korea to build its own submarines and modular reactors, and receive a supply of enriched uranium fuel from the United States,” Reuters also reported. “Seok Jong-gun, the minister for the defense acquisition program administration told the same hearing that South Korea had been developing small nuclear reactors for some time and would be able to build one for a submarine in less than the decade usually needed to develop such nuclear-powered vessels.”

“We believe if we use the technologies we have been preparing for the future…we’ll be able to achieve this within a short period of time,” Seok added, per Reuters‘ story.

The South Korean government is known to have conducted at least one detailed design study relating to a miniature nuclear reactor for use on a future submarine, called the 326 Initiative, in the 2003 timeframe. The country also has an established nuclear power industry that develops reactors for non-military purposes, but which could be leveraged for such work.

A key question, in general, when it comes to nuclear-powered submarine designs, is the level of enrichment of the fuel inside their reactors. U.S. Navy nuclear-powered submarines notably have reactors with fuel enriched to the same level as material for nuclear weapons. This is not a requisite, however. The reactors inside current French nuclear-powered submarines use low-enriched uranium. There are reports that Chinese nuclear-powered submarines may also use reactors with LEU fuel.

Still, it is worth noting here that, at least currently, the only countries with operational nuclear-powered submarines are also nuclear weapon states. At the same time, that is already set to change with the Australian Navy’s expected acquisition of nuclear-powered submarines through the trilateral Australia-United Kingdom-United States (AUKUS) defense cooperation agreement.

Since 2015, South Korea has also faced the unique hurdle of a bilateral agreement that bars it from enriching uranium and reprocessing spent fuel without U.S. government approval. Trump appears to have now given that approval. Defense Minister Ahn’s comments, per Reuters, indicate the hurdle has been further cleared by a plan to source the nuclear material directly from the United States.

A South Korean nuclear submarine program could still create proliferation concerns for the country, which is presently a party to the Non-Proliferation Treaty (NPT). As TWZ previously wrote when the possibility of South Korea acquiring nuclear-powered submarines came up in 2018:

The need to build enrichment or other nuclear facilities, or otherwise acquire the highly enriched fissile material, could also draw international criticism that South Korea is abiding by the letter, but not the spirit of the NPT, effectively developing a nuclear weapons program in all but name. These issues are at the core of why South Korea conducted the 326 Initiative in secret and why it abandoned it after it became public, attracting the attention of both the United States and the International Atomic Energy Agency.

South Korean officials have talked in the past about the possibility of changing geopolitical circumstances on the Peninsula, and elsewhere, leading it to start its own nuclear weapons program. North Korea is, of course, a nuclear weapons state, and it may now be pursuing its own nuclear-powered submarines with assistance from Russia.

North Korea’s ‘newest’ submarine is currently this deeply reworked Soviet-designed Romeo class diesel-electric type. KCNA

The South Korean Navy would also have to develop suitable infrastructure to sustain a fleet of nuclear-powered submarines, as well as train personnel in the operational and maintenance of naval reactors. There could be cost and related industrial base concerns, especially depending on how deeply involved the United States needs to be in any such plan. Questions have already been raised about whether the U.S. nuclear-powered submarine industry can support Australia’s needs and U.S. Navy requirements. The U.S. naval shipbuilding industry, as a whole, has faced serious challenges in recent years and continues to despite government-backed efforts to bolster its capabilities and capacity.

There are still larger questions about South Korea’s practical need for a nuclear-powered submarine capability. South Korean President Lee has said that his country fielding nuclear-powered submarines could help reduce operational demands for its American allies. Especially combined with conventionally-armed submarine-launched ballistic missiles (SLBM), it could also give the South Korean Navy more of a true second-strike capability to help deter North Korea.

However, North Korea has limited anti-submarine warfare capabilities, while South Korean diesel-electric submarine designs are only getting more and more advanced. The range and other benefits that nuclear propulsion offers for naval vessels generally point to broader, blue water ambitions. This is certainly the case for Australia, which is situated far from the areas it expects its future nuclear-powered boats to operate.

A rendering of what a new nuclear-powered submarine design for Australia may look like. U.K. Ministry of Defense

As such, South Korea’s work to acquire a fleet of nuclear-powered submarines, especially if they are capable of carrying out longer-range strikes on targets at sea and/or ashore, could have broader ramifications. The KSS-III Batch I submarines can already fire conventionally-armed SLBMs (SLBM), a capability that is being expanded upon in the Batch II types.

The Chinese government “hopes that South Korea and the United States will earnestly fulfill their nuclear non-proliferation obligations and do things to promote regional peace and stability, and not the other way around,” Guo Jiakun, a spokesperson for the country’s foreign ministry, said in response to the nuclear-powered submarine news, according to Reuters.

China already has a very large submarine force that includes diesel-electric and nuclear-powered types, and which it continues to expand in both size and capability.

Much still remains to be learned about how, and when, South Korea may expect to finally begin operating nuclear-powered submarines. Regardless, the country’s ambitions in this regard have now gotten a major boost in support from President Trump.

Contact the author: [email protected]

Joseph has been a member of The War Zone team since early 2017. Prior to that, he was an Associate Editor at War Is Boring, and his byline has appeared in other publications, including Small Arms Review, Small Arms Defense Journal, Reuters, We Are the Mighty, and Task & Purpose.


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Outbursts by Katie Porter threaten gubernatorial ambitions

Former Rep. Katie Porter’s gubernatorial prospects are uncertain in the aftermath of the emergence of two videos that underscore long-swirling rumors that the Irvine Democrat is thin-skinned and a short-tempered boss.

How Porter responds in coming days could determine her viability in next year’s race to replace termed-out Gov. Gavin Newsom, according to both Democratic and Republican political strategists.

“Everyone’s had a bad day. Everyone’s done something that they wouldn’t want broadcast, right? You don’t want your worst boss moment, your worst employment moment, your worst personal moment, captured on camera,” said Christine Pelosi, a prominent Democratic activist from the Bay Area and a daughter of former House Speaker Nancy Pelosi.

“I definitely think that it’s a question of what comes next,” said Pelosi, who had endorsed former Lt. Gov. Eleni Kounalakis before she dropped out of the race.

Porter, the 2026 gubernatorial candidate who has a narrow edge in the polls, came under scrutiny this week when a recording emerged of her brusquely threatening to end a television interview after growing increasingly irritated by the reporter’s questions.

After CBS reporter Julie Watts asked Porter what she would say to the nearly 6.1 million Californians who voted for President Trump in 2024, the UC Irvine law professor responded that she didn’t need their support if she competed against a Republican in the November 2026 runoff election.

After Watts asked follow-up questions, Porter accused Watts of being “unnecessarily argumentative,” held up her hands towards the reporter’s face and later said, “I don’t want this all on camera.”

The following day, a 2021 video emerged of Porter berating a staffer who corrected her about electric vehicle information she was discussing with a member of the Biden administration. “Get out of my f— shot!” Porter said to the young woman after she came into view in the background of the video conference. Porter’s comments in the video were first reported by Politico.

Porter did not respond to multiple interview requests. She put out a statement about the 2021 video, saying: “It’s no secret I hold myself and my staff to a high standard, and that was especially true as a member of Congress. I have sought to be more intentional in showing gratitude to my staff for their important work.”

Several Porter supporters voiced support for her after the videos went viral on social media and became the focus of national news coverage as well as programs such as “The View.”

“In this critical moment in our country, we don’t need to be polite, go along to get along, establishment politicians that keep getting run over by the opposition,” wrote Peter Finn and Chris Griswold, co-chairs of Teamsters California, which has endorsed Porter and represents 250,000 workers in the state. “We need strong leaders like Katie Porter that are willing to call it like it is and stand up and fight for everyday Californians.”

EMILYs List, which supports Democratic women who back abortion rights, and Rep. Dave Min (D-Irvine), who won the congressional seat Porter left to unsuccessfully run for U.S. Senate last year, are among those who also released statements supporting the embattled Democratic candidate.

Lorena Gonzalez, president of the influential California Labor Federation, alluded to growing rumors in the state’s Capitol before the videos emerged that powerful Democratic and corporate interests dislike Porter and have been trying to coax another Democrat into the race.

“The only thing that is clear after the past few days is that Katie Porter’s willingness to take on powerful interests has the status quo very afraid and very motivated,” Gonzalez said in a statement.

There has been a concerted effort to urge Sen. Alex Padilla into the race. The San Fernando Valley Democrat has said he won’t make a decision until after voters decide Proposition 50, the redistricting proposal he and other state Democratic leaders are championing, on the November ballot.

A pivotal indicator of Porter’s plans is whether she takes part in two events that she is scheduled to participate in next week — a virtual forum Tuesday evening with the California Working Families Party and a live UC Student and Policy Center Q&A on Friday in Sacramento.

Democratic gubernatorial rivals in California’s 2026 race for governor seized on the videos. Former state Controller Betty Yee called on Porter to drop out of the race, and wealthy businessman Stephen Cloobeck and former Los Angeles Mayor Antonio Villaraigosa attacked her in ads about the uproar.

Former Sen. Barbara Boxer said she saw the same traits Porter displayed in the videos — anger, a lack of respect, privilege — previously, notably in the 2024 Senate contest, which is why she decided to back then-Rep. Adam Schiff, who ultimately won the race. Boxer has endorsed Villaraigosa for governor.

“I had a bad taste in my mouth from that experience,” Boxer said, growing upset while describing her reaction to the video of Porter cursing at her staffer. “This video tells us everything we need to know about former Congresswoman Porter. She is unfit to serve. Period.”

Disagreements arose between Boxer and her staff during her more than four decades in elected office, she said.

But even when “we weren’t happy with each other, there was always respect, because I knew they deserved it, and I knew without them, I was nothing,” Boxer said, adding that men‘s and women’s behavior as elected officials must be viewed through the same lens. “We are equal; we are not better. She’s proof of that.”

Beth Miller, a veteran Sacramento-based GOP strategist who has worked with female politicians since the 1980s, said women are held to a different standard by voters, though it has eased in recent years.

“In some ways, this plays into that bias, but in other ways, it unfortunately sets women back because it underscores a concern that people have,” Miller said. “And that’s really disappointing and discouraging to a lot of female politicians who don’t ascribe to that type of behavior.”

Miller also pointed to the dichotomy of Porter’s terse reaction in the television interview to Porter championing herself in Congress as a fearless and aggressive inquisitor of CEOs and government leaders.

“You exhibit one kind of behavior on the one hand and another when it affects you,” Miller said. “And you know, governor of California is not a walk in the park, and so I don’t think she did herself any favors at all. And I think it really is a window into who she is.”

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