Netflix Co-CEOs Link US Viewing Slowdown to Content Leadership Shakeup

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Netflix co-CEOs Ted Sarandos and Greg Peters addressed Wall Street analysts on October 20, 2026, following third-quarter earnings, acknowledging that a slowdown in US viewing and ad sales spurred the recent ouster of content chief Bela Bajaria and other executives.

Sources:Variety

1 outlet · 3 articles · first seen Oct 20, 6:00 PM ET

Every source article

Netflix Chiefs Concede That Slowdown in U.S. Viewing Sparked the Content Leadership Shakeup: ‘We’re Focusing on Execution,’ Ted Sarandos Says Variety
Ted Sarandos Addresses Netflix Content Exec Purge: ‘I Know That We Could Do Better’ Variety
Netflix Q3 Revenue Meets Wall Street Estimates, Forecasts Q4 Slowdown and Says It Will Miss Ad Sales Target for the Year Variety

Corroborated by 2 outlets (GDELT)

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