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    Steve Cahall • Wells Fargo & Company

    Steve Cahall's questions to Netflix Inc (NFLX) leadership

    Steve Cahall's questions to Netflix Inc (NFLX) leadership • Q2 2025

    Question

    Steve Cahall of Wells Fargo asked about the drivers of the constant currency revenue increase, investments in live event production capabilities, and the potential for bringing YouTube creators to Netflix.

    Answer

    CFO Spencer Neumann attributed the revenue strength to healthy member growth and ad sales momentum. On live events, Co-CEO Ted Sarandos explained their use of production partners while building in-house capabilities, which Co-CEO Greg Peters noted have significantly improved. Sarandos also confirmed interest in top creators from any platform, like YouTube, to broaden their content offering.

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    Steve Cahall's questions to Netflix Inc (NFLX) leadership • Q2 2025

    Question

    Steve Cahall from Wells Fargo asked about the opportunity for Netflix to exclusively feature notable YouTube creators and their content on the platform.

    Answer

    Co-CEO Ted Sarandos affirmed they want to work with the best creators, regardless of their platform of origin. He agreed that while not all YouTube content is a fit, creators like Ms. Rachel have been highly successful on Netflix. Co-CEO Greg Peters added that while they compete with free services for viewing time, Netflix has a different, strong profit model and aims to win the 'most profitable moments' of a viewer's time, noting the vast majority of TV viewing is still on other platforms.

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    Steve Cahall's questions to Netflix Inc (NFLX) leadership • Q2 2025

    Question

    Steve Cahall of Wells Fargo & Company asked about the opportunity to bring notable YouTube creators and their content exclusively to Netflix.

    Answer

    Co-CEO Ted Sarandos confirmed they want to work with the best creators from all platforms, including social media. He cited Miss Rachel as a successful example of a creator who works well on Netflix. Co-CEO Greg Peters added that while they compete with free services, they focus on winning the most profitable moments of viewing time.

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