Bloomberg Surveillance · Thursday, July 16, 2026
Netflix's decision to reduce the frequency of its 'What We Watch' report from yearly to semi-annually is interpreted as a sign of a lack of confidence. This move, coupled with reporting on decreased viewership for second seasons of hit shows, indicates sensitivity around current performance metrics.
“I think that shows a little bit of a lack of confidence, you know, and uh, you know, scaling back what they share with all of us.”
“I think, you know, there's been a lot of reporting, including by Lucas Shaw here about the you know, drop in viewership on the second seasons of some of their hit shows, and so yeah, I think they're feeling a little bit sensitive about that.”