Specialist Sales 10 July 2026 - NFLX Exploring Live TV & 3rd Party Bundles to Grow Engagement (re: CMCSA): I wrote on Monday in my NFLX Q226 Earnings Preview: "The Bears remain hyper-focused on the fact that NFLX's engagement growth remains anemic at just +2% Y/Y. Engagement is the debate on NFLX as investors believe that its slow growth is a harbinger of a future decline in both Subscriber Growth and Pricing Power. Put another way, until NFLX solves its engagement 'problem', the stock is going to remain a ...