Overview
- Netflix told investors it is very well positioned to leverage AI across its business, with executives emphasizing a push to use the technology without chasing novelty.
- Recent examples include generative tools in final footage for The Eternaut, de‑aging in Happy Gilmore 2 using Eyeline’s capture tech, and pre‑visualization on Billionaires’ Bunker.
- The company has issued guidelines for AI use in production and said it already applies AI and machine learning to its product experience, ad placement, and localization.
- Ted Sarandos said AI will not replace human creativity, predicting any near‑term viewing shifts will come from user‑generated video rather than professionally made series or films, citing music as a guide.
- Quarterly revenue rose 17% year over year to $11.5 billion, missing Netflix’s forecast, as industry pressure over tools like OpenAI’s Sora 2 intensifies with objections from unions, talent agencies, and the MLK estate.