- Netflix co-CEO Ted Sarandos said at Bloomberg's Screentime conference that engagement growth is too slow, with viewing up just 2% in H1 2026.
- Disney is the licensor and sets the windows ahead of its own releases: Percy Jackson seasons 1-2 land on Netflix before the Disney+ season 3 premiere on Nov. 20, and the Ice Age films stream for three months ahead of Ice Age: Boiling Point in theaters on Feb. 5, 2027.
- Disney keeps all licensed titles on Disney+ and Hulu and retains Star Wars and Marvel exclusivity, using Netflix as a promotional window for active franchises.
- Netflix shares closed at $67.06 on Oct. 2, down 28.48% in 2026 and 45.98% below their peak of the past year, trading at about 19 times NTM earnings versus Disney's ~14 times.
- Netflix reports Q3 results after the close on Oct. 20, with guidance of ~$12.9B revenue and ~$0.82 EPS, and management guided to 13%-14% revenue growth for 2026.
Quotes
“Overall, we're not growing as fast as I want us to, and we're working on making that move faster”
“the business is great and growing fine”
“entered into an expansive new content licensing agreement, which will bring an eclectic mix of library titles and current-season TV shows to Netflix for varying periods of time”