1122 ET - Raymond James analysts expect Netflix to soon benefit from efforts to lay the groundwork in two emerging business areas: gaming and AI. In video games, Netflix's FIFA game launch around the World Cup was its most successful to date, and its monthly active players for cloud games have grown by 11 times since last October, the analysts say. The company seems to be focused on growing its cloud offering rather than figuring out ways to play in other areas of the gaming ecosystem, they say. Meanwhile, in AI, Netflix called out production benefits and fast scaling across creative processes, noting generative AI workflows have been used in more than 300 titles to date, they say. That commentary all seems to show "that pieces are in place for more meaningful contributions," the analysts say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

July 17, 2026 11:23 ET (15:23 GMT)

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