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770 Netflix on Deck This Week; Pressure on Software Stocks Intensifies

The Information
Martin Peers @ The Information · 04/12/2026 18:00 EDT

Netflix on Deck This Week; Pressure on Software Stocks Intensifies

We interrupt our regular AI programming to talk about something more entertaining: Netflix! The video-streaming giant kicks off tech earnings season on Thursday with its first-quarter earnings. It’s the first quarterly report since Netflix walked away from its $82.7 billion deal to buy Warner Bros. Discovery’s streaming and studio operations, so that distraction is gone. Now we’re back to guessing how long Netflix can keep growing at its recent annual pace of around 15%, well above rival streaming firms lik

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