Julia Alexander
speaker
609 appearances
3 recordings
3 series
first heard Nov 2025
last heard 11 Jun
Julia Alexander’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 1.
Appearances
And Warner Brothers Discovery is up for sale.
Yeah.
So I think you and a lot of Wall Street analysts feel very similarly.
That's why Netflix's stock has kind of been down ever since the acquisition process was started.
It's a really complicated answer.
And I think that you have to look at two worlds that are happening at once.
So in order to set where Netflix is currently and why the WBD deal is so appealing to them now, Netflix every six months puts out something called the engagement report.
They basically look at
how people are watching 99 of the content on netflix that equates to about 96 billion hours of content being viewed and what we've seen happen over the last year and a half is a slowdown there's kind of been a stagnation in engagement and so we saw this year the most recent engagement report was released a couple weeks ago there was an increase of two percent overall engagement but that was really only a one percent increase in engagement for the past six months
And if you compare that to what was happening in 2020, 2021, and of course, taking into account the pandemic, which really had a lot of effect on viewing on Netflix in a positive way.
What we've also seen Netflix contend with is that the decrease in that engagement is coming from a decrease in the amount of licensed content on the platform.
And so you're seeing Netflix start to realize that although engagement with original content is increasing, it's coming so at the expense of an overall household engagement decreasing.
And so if you look at the other trends within streaming, and this gets to WBD, what people are spending a lot more time on is either, to your point,
YouTube and Instagram, which is coming for TV sets now, TikTok, which will, I'm sure, relaunch their TV app down the line, and also the free ad-supported television services like Tubi, like the Roku channel, like Pluto TV.
We're seeing huge engagement spikes in the U.S.
with those specific services, and so the data tells you something very specific.
People want to watch free content, like obviously, and people want to watch library content, which is what these free ad supported services have.
So if you're Netflix, there's two roads staring you in the face.
One is the user generated content side of the equation, which is what YouTube dominates.
It's what Reels dominates.
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