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Netflix Says Season‑Two Falloff Has Slightly Improved

The company blamed larger measured drops on its global all‑at‑once release model, citing 97 billion hours watched in the first half as evidence.

Overview

  • Netflix Co‑CEO Ted Sarandos said Thursday that season‑two viewership falloff has slightly improved year over year and that second seasons are performing within the company’s expected bands.
  • The company defended its all‑at‑once, global release approach as the cause of bigger measured drops because shows start very large and then decline faster than weekly releases.
  • Netflix reported 97 billion hours of viewing in the first half of the year and said TV viewing rose 4.5 percent while movie viewing fell 3.1 percent.
  • Press and third‑party figures continue to show steep second‑season drops for some titles, with reported declines near 60 to 76 percent for several high‑profile series, keeping industry scrutiny active.
  • Executives said there are no plans to move to weekly releases and industry observers note any change would carry costs for production, marketing and pacing, so fixes are likely to be tested selectively rather than applied across the platform.