The streaming giant's latest earnings show profit growth, but flat engagement in the U.S. and Canada signals a ceiling for its core market.

Sarandos concedes the streamer's biggest market is underperforming, just as Netflix replaces its content chief and film head.

The streaming giant's earnings beat couldn't offset investor worries about its advertising business and softer revenue outlook.

The streamer cleared third-quarter estimates, then spooked investors with a soft fourth-quarter outlook and a cautious read on 2026 ad revenue.

The streaming giant's sudden shake-up is a signal to every media executive: narrative and engagement now outweigh internal stability.

The former Fox and Disney executive brings a playbook of prestige TV, live sports, and theatrical hits. Here is what his arrival means for Netflix's next era.

Sarandos swaps a 10-year veteran for Rice amid sliding stock and slowing engagement, signaling a new content era.

Former Disney TV chief Peter Rice takes over Netflix's $20 billion content budget on October 26, replacing Bela Bajaria as viewership growth stalls.

A $587 million cash deal puts Netflix deeper into AI-driven production, and signals how aggressively streamers are buying capability.