What’s Behind Netflix’s Struggles?

Netflix's leadership shakeup and 40% stock decline reflect a content drought and strategic missteps, not a technology failure.

• Layoffs and leadership shakeup: Netflix cut 6% of staff (~1,000 people) last week, ousting Chief Content Officer Bella Bajaria and Film Chief Dan Lin, its first layoffs since 2022.
• Stock down 40%: Shares have fallen more than 40% over the past year amid investor concern about Netflix's programming slate and strategic direction.

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