Netflix tightens its viewership data disclosures as investors grow wary

Netflix's stock fell after a mixed Q2 as it narrowed its full-year revenue forecast, gave a Q3 forecast below expectations, and said it will publish its What We Watched viewership data annually instead of biannually to focus on revenue and profit; the company plans about 10% more content spending, is exploring live channels and bundles, and says AI is aiding production but not replacing human creators. With competition from YouTube and price sensitivity, Netflix is present in under 45% of addressable households, leaving room to grow, though the stock is down about 21% for the year.