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Netflix Earnings, Is Netflix Washed?, Additional Notes

July 22, 2026
1:04
•Feed: » stratechery by ben thompson
Netflix Earnings, Is Netflix Washed?, Additional Notes

Here's something that catches most people's attention — Netflix’s latest earnings are actually pretty solid. According to Ben Thompson at TechCrunch, the company’s numbers reflect a mature business settling into its rhythm, not some dramatic comeback. Now, here’s where it gets interesting: Netflix’s growth has slowed, but that’s kind of the point. Thompson points out that Netflix’s big days of explosive subscriber growth are probably behind it, and that’s okay. What we’re seeing now is a focus on profitability and subscriber retention — more sustainable, even if less flashy. As Thompson highlights, Netflix’s strategy is shifting from chasing new users to keeping the ones it has, which is a smarter move in a saturated market. So, what does this actually mean for you? If you're relying on Netflix as a growth story, remember — this is a sign of a company maturing, not failing. The takeaway is simple: in a world where growth slows, resilience comes from steady, smart adjustments — nothing more, nothing less.

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Netflix's earnings were fine, and befitting a mature company whose most exciting days are likely behind them.

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?t=eyJpbWciOiJodHRwczpcL1wvaTAud3AuY29tX

Netflix's earnings were fine, and befitting a mature company whose most exciting days are likely behind them.

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