Ted Sarandos has all the time had an uncanny grasp of titles and stars, conjuring them in his pre-internet days as a video retailer clerk and dropping them incessantly throughout his 25-year run at Netflix.
Even by these requirements, nonetheless, the Co-CEO could have set a private file on Thursday, machine-gunning out the names of no fewer than 47 sequence, movies and occasions quickly to stream Netflix. The spree throughout a 3-minute stretch of the corporate’s second-quarter earnings name coincided with the corporate disclosing viewership for hundreds of sequence and films in its semi-annual “information dump.”
Not like different corporations’ calls, Netflix’s are livestreamed on YouTube. (Watch a replay right here.) Questions submitted by analysts are learn by Spencer Wang, name moderator and VP of finance, investor relations and company growth.
J.P. Morgan analyst Doug Anmuth questioned in regards to the firm not too long ago having outsized hits just like the third season of Squid Recreation. “How do you consider the enterprise at the moment being ‘hit-boosted’ or ‘hit-driven’?” Anmuth requested, per Wang. “And the way assured are you that licensed and authentic programming momentum can proceed in 2026?”
Earlier than launching into his Iliad-worthy record of names, Sarandos addressed a number of normal developments. “We’re undoubtedly driving this long-term development of linear to streaming, and that has a pure adoption curve,” Sarandos mentioned. Whereas hits can speed up that progress, he continued, “every one in all them even in success can drive about 1% of whole viewing. So that you want much more than only a huge hit each every so often. … It’s not in regards to the single hit. It’s a few regular drumbeat of exhibits and movies – and, quickly sufficient, video games – that our members actually love and proceed to count on from us.”
Sarandos additionally cited the corporate’s Emmy nominations this week, which acknowledged 44 particular person exhibits. “That’s what high quality at scale seems to be like,” he mentioned. HBO and HBO Max, although they topped Netflix, did so with fewer nominees.
Title-checking Squid Recreation, whose ultimate season started streaming final month, Sarandos referred to as out a brand new season of Wednesday and the ultimate batch of Stranger Issues episodes later this 12 months. He additionally hyped “a powerful slate of supporting titles,” amongst them Eric Bana homicide thriller sequence Untamed and Leanne Morgan comedy sequence Leanne.
Notable movies, he mentioned, embody Completely happy Gilmore 2, Knives Out 3, Noah Baumbach’s Jay Kelly, Guillermo del Toro’s Frankenstein, Kathryn Bigelow’s A Home of Dynamite; and The Rip (starring Ben Affleck and Matt Damon),
“And it doesn’t cease there. It does roll proper into 2026,” Sarandos mentioned.
That’s when the “regular drumbeat” started. Sarandos talked about notable movies subsequent 12 months will embody Apex with Charlize Theron; Enola Holmes 3 with Millie Bobby Brown; and Greta Gerwig’s Chronicles of Narnia adaptation.
Collection due subsequent 12 months, the exec went on, embody new outings for Bridgerton; One Piece; Avatar: The Final Airbender; The Gents; The 4 Seasons; Working Level; Beef; 3 Physique Drawback; Love is Blind; Outer Banks; Lupin; Berlin; and 100 Years of Solitude. New sequence embody Man on Fireplace, an up to date Little Home on the Prairie; The Boroughs (from Stranger Issues duo the Duffer Brothers); Japanese sequence The Human Vapor; India’s Operation Safed Sagar; and Korea’s Can This Love Be Translated?
Sarandos ended by noting the not too long ago introduced reboot of Star Search; Roald Dahl-based actuality competitors Wonka’s Golden Ticket. And, final however not least, the last word TV juggernaut: the NFL, with Christmas Day video games on faucet this 12 months and subsequent.
“We’re extremely excited in regards to the again half of this 12 months, and assured it retains rolling in 2026,” Sarandos mentioned in conclusion.
The exec’s recitation appeared to shock even his longtime colleagues on the video name. Co-CEO Greg Peters, fielding a query moments later about Netflix’s upcoming partnership with TF1 in France, beamed a large smile.
“You’ll suppose with that lengthy record of wonderful titles that Ted simply rattled off that we’d have sufficient to fulfill each particular person on the planet,” Peters mentioned. “However it seems we truly persistently hear from our members that they need extra.”
