The Collapse at Netflix Signals the End of Audience Capture

The Collapse at Netflix Signals the End of Audience Capture(honest-broker.com)

15 points by sleepyguy 1 hour ago | 6 comments

leetrout 1 hour ago |

> The situation is so dire that even Netflix’s biggest new series of the second quarter failed to get renewed.

And all the other numbers tie back to this. No one wants to invest in a story that ends on a cliffhanger to not be renewed or even worse to get season 2 that is >50% filler because the writers save up for 5 seasons and then season 2 ends on a cliffhanger to never be renewed.

It's all got too much sprawl and poorer production value now. Good riddance

dangle1 41 minutes ago |

And the author posted a follow-on article yesterday:

https://www.honest-broker.com/p/predictions-on-the-future-of...

password54321 1 hour ago |

The stock market is not a reflection of reality and revenue and users are up. Software stocks are generally down because all the money is going to the current bubble (hardware) before we come back down to earth.

toss1 44 minutes ago | |

The article actually cites the opposite - reported users going down at many media sites, including Facebook for the first quarter ever, and Netflix now refusing to report user counts until 2027 when they used to proudly report user count increases. With that change of behavior, Netflix users are definitely NOT going up, and are likely declining

password54321 40 minutes ago | | |

> Netflix said it had more than 325 million subscribers worldwide as of the end of 2025 — up from 301.2 million a year prior

https://variety.com/2026/tv/news/netflix-q4-2025-financial-e...

beanjuiceII 1 hour ago |

netflix is terrible there are so few watchable shows..they should take notes from apple tv which is fantastic