NetflixQ3 2026A broader bench has not replaced last year’s biggest hits.
Three prior hits explain the decline. The rest of Netflix’s original-series lineup grew.
OCT 9 · 6-PAGE REPORTRead the findings ↗
THE PEERLOGIX RESEARCH DESK
Streaming businesses.
Seen through their audiences.
Independent viewing evidence, specific company questions, and clear tests for what comes next. Explore the Q3 reports and the research that came before them.
Q3 2026 / NETFLIX
−5%whole original-series slate
+14%with three prior hits removed
One headline. A more specific explanation.
Read the Netflix finding ↗
Q3 2026 / OCTOBER 9 RESEARCH REPORTS
Read the finding.
Open the evidence.
Each report combines PeerLogix viewing measurements with clearly identified public inputs, assumptions and interpretations. The complete six-page PDFs are available alongside the summaries.
NetflixQ3 2026
HBO MaxQ3 2026Two flagships gained ground. The rest of the slate did not.
House of the Dragon and Lanterns drove growth. The lineup beyond the two leaders lost share.
OCT 9 · 6-PAGE REPORTRead the findings ↗
Paramount+Q3 2026New hits replaced old hits. The portfolio barely grew.
Lioness, Dutton Ranch and Landman offset declines elsewhere. Growth in the bench outpaced the whole slate.
OCT 9 · 6-PAGE REPORTRead the findings ↗
Apple TVQ3 2026A stronger TV lineup. A separate question for Apple’s stock.
Original-series demand share grew, but the lineup still depends on Ted Lasso and Silo.
OCT 9 · 6-PAGE REPORTRead the findings ↗
RESEARCH EDITION Q3 reports dated October 9, 2026. Findings and scenarios are fixed to that date. Read each report for its assumptions, sources and disclosures.
THE RESEARCH RECORD / JULY 2026
Keep the original call.
Read the review.
Our earlier Netflix reports remain available with their original dates, assumptions and findings.
HOW TO READ THE RESEARCH
Know what each
number represents.
A measured audience change, a company disclosure and a model answer different questions. Each summary keeps those distinctions visible.
What viewers watched.
PeerLogix title-demand share and co-viewing measurements, with the population, comparison pool and time window stated. These are not paid subscriber counts.
What companies disclosed.
Filings, guidance and published viewing reports. Service revenue and parent-company results retain their different definitions.
What the evidence may imply.
Scenarios, assumptions and research views, with a next checkpoint. A financial model or retention hypothesis is not an observed outcome.
Using these findings? Cite PeerLogix, link to the specific report, and retain its date and metric definitions. Data use & attribution ↗
YOUR NEXT RESEARCH QUESTION
Bring the thesis.
Examine the evidence.
A company, a quarter, an assumption to test. Work with PeerLogix on the viewing evidence behind your investment view.
Discuss your research ↗From question to evidence
Bring PeerLogix evidence into your research process.
Our reports show how streaming observations inform a business question. Explore the underlying measures or scope the data your next thesis needs.
Understand the unit
Read title-demand share, household reach and financial scenarios in their own definitions before comparing the figures.
Viewership versus demand ↗Measurement guide ↗What supports the catalog between premieres?
Compare the share attached to leading titles with the demand for older premieres. Follow the dated sources into title-level questions that a content team can investigate.
Catalog concentration and chart download ↗Demand for older movies and shows ↗Recent gains for library titles ↗Evaluate a recurring research feed
Define the historical coverage, delivery, revision policy and acceptance test that your research process needs.
Data evaluation guide ↗Discuss research coverage ↗