Netflix (NFLX) Q2 FY26 earnings call

Netflix is tracking to its full-year financial plan, projecting 13-14% revenue growth for FY26, driven by strong subscription and ad revenue. The company is evolving its engagement metrics beyond raw viewing hours, focusing on quality, variety, and quantity to maximize value. Significant progress in cloud-based gaming and the integration of Gen AI in production are enhancing efficiency and content creation, with cost savings expected to be reinvested to fuel further growth.