Netflix announced it will reduce the frequency of its 'What We Watched' engagement reports from semiannual to annual starting in 2027, a shift that contributed to a roughly 10% drop in its stock price after the second-quarter earnings release. Management described user engagement as healthy and said there was no significant change in viewership for second seasons of some series, while emphasizing a focus on revenue and profit metrics. The company previously stopped reporting subscriber counts in 2025, and noted that live programming accounts for 1% of viewing hours but generates the most advertising dollars. Revenue grew 13% year-over-year to slightly below expectations, and earnings per share rose 11% ahead of analyst forecasts, though third-quarter revenue guidance fell a bit short of expectations.
Netflix IncNetflix announced it will reduce engagement report frequency to annual, contributing to a ~10% stock drop; revenue guidance slightly missed expectations.
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