Netflix 2Q26 Earnings, Netflix’s Shaky Explanation for Engagement, Netflix Management Is Losing Credibility

Today's Above Avalon Daily update includes the following stories: 

• Netflix 2Q26 Earnings

• Netflix’s Shaky Explanation for Engagement

• Netflix Management Is Losing Credibility

CY2Q26 tech earnings season is here. Yesterday, Alphabet was the first Big Tech company to release earnings. Apple reports earnings next Thursday.

The game plan is to get as many non-Apple tech earnings releases in before Apple reports. While it is difficult to use another tech earnings report as a read for what Apple will report next week, the additional context found with Big Tech’s 2Q26 financial performance will be helpful for framing Apple’s performance. With that in mind, we will dedicate today’s update to Netflix earnings. Tomorrow’s update will be dedicated to Alphabet earnings.

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