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21 JUL 2026 · Ben Thompson

Netflix's Q2 earnings were in line with expectations, with revenue growth slowing down to 7.5% year-over-year, indicating the company's most exciting days may be behind it, and it's likely in a mature phase. The company's subscriber growth has also slowed down, with 6.5 million new subscribers added in the quarter, down from 7.5 million in the same period last year. AI summary