NFLX · News · 20261101N

Advertising Demand Trends

NETFLIX INC · 2026-11-01 · Importance 23 · Surprise 24

Third-party reporting says Netflix’s U.S. market growth is slower than desired and that the company is behind aggressive targets for its advertising business. The report also describes lower churn and strong member retention, indicating continued customer retention despite softer growth. It notes that engagement was lower than expected, while Netflix plans to emphasize original content and sports streaming to support engagement.