Netflix shares fall 8% after a lukewarm earnings report and a shake-up to how it shares viewing data
Posted by businessinsider
Netflix shares fall 8% after a lukewarm earnings report and a shake-up to how it shares viewing data
Posted by businessinsider
3 Comments
**From Business Insider’s James Faris:**
Netflix shares fell over 8% after it posted lukewarm second-quarter earnings results on Thursday afternoon.
The leading paid streamer was roughly in line with Wall Street’s expectations for both revenue and earnings per share, which were based on modest guidance last quarter that had spooked investors.
Netflix’s stock had fallen 31% in the three months since its first-quarter report.
Revenue rose 13.4% to $12.56 billion, just below estimates for $12.58 billion, while earnings per share came in at $0.80 per share, versus analysts’ expectations of $0.79 per share, according to Bloomberg.
Engagement was up slightly in the first half of the year, with global viewing hours rising 2% to 97 billion hours. Netflix generated 96 billion hours in the last six months of 2025 and about 95 billion hours in the first half of last year.
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Investors are increasingly focused on Netflix’s ability to keep growing engagement, especially since the streaming giant has already leaned on growth levers like price hikes and password-sharing crackdowns.
Netflix has been searching for ways to become more like YouTube, which leads all streaming services in viewing on US TVs. These efforts have included investing in video podcasts, adding a short-form video feed, and bringing three-minute videos about cooking and travel to its platform.
[Read more. ](https://www.businessinsider.com/netflix-second-quarter-earnings-engagement-report-short-form-video-2026-7?utm_source=reddit&utm_medium=social&utm_campaign=insider-entertainment-sub-post)
It’s almost like customers being on the wrong end of predatory price gouging by a corporation with price hikes with no added value, password sharing fiasco and a propensity for yanking shows after 1 or 2 season doesn’t instill brand loyalty.
I feel dirty using Netflix now, they are just another grubby company looking to squeeze me year after year. They’ve spent all their good will they had and now are out of good ideas and are flailing. I’d rather watch on another platform I subscribe to or just deal with YouTube then give them my time.
Netflix is a shell of its former self.
Used to be the simple and easy streaming service now every account requires a specific Email address.
Stranger Things was their biggest show and that’s over now. Squid Games is never going to be as big as it was.
IMO they need to really lean into One Piece live action and get those seasons out asap. It could be a bigger hit if the wait wasn’t so long. The content is there to adapt. Get it rolling.