Flagship originals shed up to 85% of viewers in their second seasons, and a four-month hit drought has pushed shares to a two-year low

Netflix is losing its grip on its own audience. Viewers of the streamer's flagship originals are abandoning them in their second seasons — by half in most cases, and by as much as 85% in the worst. The company produced only two major hits in the first five months of 2026, and its shares have fallen 17% this year and 40% over the past twelve months, touching a two-year low in late June.

넷플릭스도 약점이 생겼다...“시즌1이 정점” 넷플릭스의 시즌2 징크스
흔들리는 넷플릭스 제국. 콘텐츠 IP를 가두며 시청자들의 시간을 뺏는 전략이 후속작의 성공 실패로 의심 받고 있음. 오프라인 확장이나 콘텐츠 라이선스의 필요성도 대두.