Netflix management quashed viewer engagement concerns on its Q2 ’26 earnings video call yesterday. Recent reports about a falloff from season 1 to season 2 among some of Netflix’s important originals sparked worries that Netflix’s business may be slowing. 

But as Colin and I discuss, management forcefully stated that season 1 to season 2 viewership in the aggregate remains stable. Management also shared views on revenue and profitability growth, programming strategy and spending, the role of live content, the popularity of its gaming initiatives, and importantly, how AI is already being leveraged throughout the lifecycle of content production. 

Listen on to hear our key takeaways (29 minutes, 32 seconds)

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Amid viewership challenges, Netflix continues to diversify into creator and short-form content, video podcasts and more. Is Netflix trying to YouTube-ify itself, and if so, will it work? We discuss all the angles. 

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Comcast is splitting off NBCUniversal, 13 years after it was acquired. While the general theme is that media and distribution do not belong under the same roof, Comcast’s missteps in streaming video are also key contributors, as we discuss. 

Peacock has lost at least $11 billion since its launch and has never had a profitable quarter. As we discuss in detail, NBCU came to the streaming party very late and has had various strategies with Peacock over the years. These missteps have led to a subscale service in a crowded industry in which giants like YouTube, Netflix and Disney+ set the pace. 

In Comcast/NBCU’s case, the results are especially unfortunate because at the beginning of the streaming era the companies had numerous inherent advantages. 

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In a surprise move, Fox is acquiring Roku, for $22 billion cash and stock. Is it a good deal, bad deal or something in-between? We discuss from all angles. 

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