Netflix Now Betting on Quality to Drive Growth -- Market Talk

Dow Jones04-09 22:00

1000 ET - Netflix's recent price increases seem to be indicative of its new content strategy: quality over quantity. The new strategy is much more expensive than Netflix's previous mantra, which highlighted quantity as its differentiating factor from other streaming services, Benchmark analyst Daniel Kurnos says in a research note. Kurnos also says he isn't too concerned Netflix's higher subscription prices will increase churn. He models that Netflix can grow revenue at a mid-teens rate over at least the medium term. The bigger question is engagement, a metric Netflix is looking to improve with its new focus on quality, Kurnos says. (connor.hart@wsj.com)

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April 09, 2026 10:00 ET (14:00 GMT)

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He models that Netflix can grow revenue at a mid-teens rate over at least the medium term. The bigger question is engagement, a metric Netflix is looking to improve with its new focus on quality, Kurnos says. 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The new strategy is much more expensive than Netflix's previous mantra, which highlighted quantity as its differentiating factor from other streaming services, Benchmark analyst Daniel Kurnos says in a research note. Kurnos also says he isn't too concerned Netflix's higher subscription prices will increase churn. He models that Netflix can grow revenue at a mid-teens rate over at least the medium term. The bigger question is engagement, a metric Netflix is looking to improve with its new focus on quality, Kurnos says. 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