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Netflix's Engagement Reporting Shift Adds to Investor Anxiety

Dow Jones
Jul 17

1112 ET - Netflix's disclosure that it plans to publish its engagement report on an annual basis, rather than semiannually, only compounds a slew of disappointing news it delivered in 2Q results, Benchmark analyst Daniel Kurnos says in a note. The move is likely to perpetuate investor worries that engagement is worsening, Kurnos says, although viewing hours were still up 2% in the first half of the year. "Things may get interesting now that the company looks like they have ripped off the band-aid," Kurnos says. All-in-all the analyst calls the results a "pedestrian 2Q26 print" with a narrowed revenue range and a reiteration of full-year margin expectations despite easier comparisons in 2H and a strong start to the year. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

July 17, 2026 11:13 ET (15:13 GMT)

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