1207 ET - Netflix is contending with a host of investor concerns over engagement, AI-driven content disruption and competition heading into its 2Q earnings report, BofA Securities analysts say in a note. But the streaming company is no stranger to periods of skepticism. After subscriber growth slowed materially in 2022, the company responded with a series of strategic initiatives, including paid sharing and its ad-supported tier, which both helped reaccelerate growth, the analysts say. "While there are a range of potential outcomes for how Netflix's business model evolves from here, the management team has consistently demonstrated an ability to adapt to changing market conditions, execute effectively and create long-term shareholder value," they say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

July 15, 2026 12:07 ET (16:07 GMT)

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