Netflix reveals AI used in 300 programs, cites cost and speed benefits
Netflix disclosed in its Q2 2026 shareholder letter that approximately 300 of its titles used generative AI in production this year, primarily in post-production. Co-CEO Ted Sarandos highlighted AI's role in enhancing creative scope, including complex shots and historical battle scenes, while also noting cost efficiencies. Specific examples include 17 minutes of AI-assisted footage in the docuseries 'The American Experiment,' produced twice as fast and at half the cost. The disclosure comes as Netflix reported Q2 revenue of $12.56 billion (up 13% YoY) but guided to 12% growth in Q3, causing a 9% after-hours stock drop. The article frames the AI figure as significant given the company's slowing growth, suggesting efficiency gains are increasingly important to investors.
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