1049 ET - Netflix's latest report shows concerns about declining engagement are somewhat overblown, given that total view hours grew 2% year-over-year in 1H, according to Morgan Stanley in a research note. That's a relief compared with fears that overall engagement would be flat-to-down, particularly with the competitive impact of the Winter Olympics in 1Q and the World Cup in 2Q, analysts Sean Diffley and Daniel Duran say. No single piece of content represented more than 1% of total engagement hours, which showcases the company's scale and diversification, the analysts add. (dean.seal@wsj.com)

(END) Dow Jones Newswires

July 17, 2026 10:49 ET (14:49 GMT)

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