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NETFLIX GROWTH SLOWER THAN EXPECTED, SARANDOS SAYS

INDUSTRY DESK■ 1 MIN READ
FRI, OCT 2, 2026

■ AI-SUMMARIZED FROM 1 SOURCE ▸ TIMELINE

Netflix co-CEO Ted Sarandos acknowledged the streaming service's growth is underperforming expectations. He defended Netflix's pursuit of Warner Bros. Discovery while clarifying the company is not actively seeking replacement acquisitions.

Sarandos expressed disappointment with Netflix's current growth trajectory during recent comments, indicating the pace falls short of internal targets. The executive's remarks come amid ongoing discussions about Netflix's strategic direction and potential deals. Regarding the WBD pursuit, Sarandos pushed back against criticism by outlining the rationale behind the potential acquisition, positioning it as strategically valuable for Netflix's long-term positioning in the competitive streaming landscape. Crucially, Sarandos clarified that Netflix is not in active pursuit of alternative acquisitions to replace a potential WBD deal. This suggests Netflix is maintaining a measured approach to major transactions rather than pursuing aggressive expansion through multiple major purchases. The comments reflect Netflix's current operational challenges as the company navigates slower subscriber growth and increased competition in the streaming market. Netflix continues to focus on content quality and retention strategies alongside any strategic partnerships or acquisitions.

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► Techmeme

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