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The Record

Netflix’s Sarandos after losing Warner Bros. Discovery

Every signal in this story, with the reporting each one was drafted from.

Coverage

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Sarandos admits Netflix growth is slower than he wants

Sarandos admits Netflix growth is slower than he wants

The Hollywood Reporter’s Tony Maglio reports that Ted Sarandos conceded at Bloomberg’s Screentime event that Netflix viewership grew just 2 percent in the first half of 2026, while live programming draws about 1 percent of viewing despite 5 percent of its content budget.

Streaming

Netflix’s Sarandos can’t say how growth reaccelerates without WBD

nScreenMedia’s Colin Dixon reports that Netflix Co-CEO Ted Sarandos, in a Bloomberg Screentime interview with Lucas Shaw, struggled to detail how Netflix reaccelerates growth after losing the Warner Bros. Discovery bid, and sounded cool on launching a free ad-supported tier.

Oct 3
Streaming

Netflix’s Sarandos hints at adding a ‘Channels’ program for rival streamers

The Ankler’s Sean McNulty reports that Ted Sarandos signaled Netflix may add a “Channels” feature letting subscribers access Disney+, Peacock and others inside its app. He also voiced frustration with current hours-watched engagement trends on the platform.

Oct 1