Netflix Co-CEO Ted Sarandos Admits Streaming Titan's Growth Lags Behind Ambitions
Yahoo Finance ·
During Bloomberg's 2026 Screentime event in Los Angeles, Netflix Inc (NASDAQ:NFLX, XETRA:NFC) co-CEO Ted Sarandos candidly admitted that the streaming giant is failing to expand at his desired pace. Viewership for the company grew by a modest 2% year over year during the first six months of 2026. Sarandos noted that management is actively implementing strategies that create temporary headwinds for these metrics, while highlighting live programming as a key catalyst for future acceleration. Currently, Netflix allocates about 5% of its $20 billion annual content budget to live broadcasts, which account for roughly 1% of total viewing hours. Furthermore, Sarandos defended the firm's bid for Warner Bros, insisting the valuation was properly scaled to protect shareholder value. Following these remarks, Netflix shares experienced a decline of approximately 2% on Thursday.
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Netflix co-CEO Ted Sarandos stated that viewership hours in the first half of 2026 grew by only 2% year-over-year, indicating a slower growth pace than targeted. Analysts suggest that structural reform efforts, such as expanding investments in live programming, are acting as a headwind to short-term growth. Reflecting investor concerns, Netflix shares fell by about 2% on Thursday.
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- Media — As Netflix's first-half viewership growth rate slowed to 2%, the co-CEO expressed dissatisfaction with the growth pace, and the stock fell 2%, investor sentiment has deteriorated across the broader streaming and media sector.
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With Netflix's first-half viewership growth stagnating at 2% and the co-CEO directly expressing concerns over growth deceleration, the slowdown in core business momentum is directly impacting investor sentiment. In particular, declining investment efficiency is acting as downward pressure on the stock, as live programming—which accounts for 5% of the annual $20 billion content budget—drives only 1% of total viewership.
If future strategies regarding live content and the Warner Bros. acquisition fail to yield tangible results, further stock price corrections are possible. Therefore, box-office indicators for new content and average revenue per user (ARPU) trends must be closely monitored.
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