Co-CEO, President & Director, Netflix
Search every verified Gregory Peters interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. During Netflix’s Q2 2026 earnings call, Peters addressed the company’s strategy regarding a potential free, ad-supported (FAST) offering. He stated that a free offering could make sense in some markets, but that the company must be thoughtful about cannibalization of paid tiers and ensure the right differentiation. He noted that having an effective scaled ads business in any candidate country is an important enabling factor, and said the company has no near-term plans to launch such an offering. Peters also reiterated that Netflix is “primarily builders not buyers” and that there is no change to the company’s capital allocation philosophy, which prioritizes organic investment and opportunistic M&A. In an interview with the French program Quotidien, Peters discussed Netflix’s partnership with TF1 and the company’s approach to content and technology. He said Netflix does not aim to replace actors with AI, describing AI tools as aids for creators to achieve technical effects that were previously impossible. He also stated that the company does not believe in virtual actors. On the topic of the company’s algorithm, Peters said Netflix does not try to create viewer taste, but instead links programming to individual users based on their viewing habits.
“we're not going to comment on market speculation, but I'd like to take the opportunity to remind everyone what our about our core philosophy. You know, we have multiple ways to achieve our goals, producing, licensing, partnering, and we're constantly seeking ways, you know, to allocate our resources in the most attract...”
“there is no change to our capital allocation philosophy. We we invest in the business both organically and opportunistically through M&A and again as as Ted said we are primarily builders not buyers. We also maintain strong liquidity and a strong healthy balance sheet. And lastly we return excess cash to shareholders t...”
“There's not a linear relationship between view hours and revenue and profit because all hours are not created equal. All hours don't provide the same kind of value to the business. And a really great example of this is live programming. So, live events do a lot of lifting for us for acquisition. They're good for moneti...”
“A free offering could make sense in some markets, but we have to be thoughtful about cannibalization of paid tiers. We've got to ensure that we've got the right offering, the right differentiating and differentiation of that offering. It's probably also worth noting that having an effective scaled ads business in any c...”
“Je ne pense pas que l'on puisse créer ou fabriquer le goût du spectateur. Ce qu'on essaie de faire, c'est de lier des programmes qui vont si moi je je regarde ça ça ça. Ambre, elle va regarder peut-être ça ça ça. Donc est-ce que l'algorithme de Netflix va proposer quelque chose d'autre à Ambre que ce qu'il va me propos...”
“Là, je crois que là nous avons quand même des lignes très claires par rapport à ça. Nous ne voulons pas remplacer les acteurs, ça c'est clair. Ce sont des outils qui aideront les créateurs à raconter leurs histoires, des choses qu'il seraient peut-être pas capable de faire sur le plan technique. Des effets visuels, des...”
“We've seen really good progress so far in this first quarter that builds on the solid momentum and results from 2025. So, given that, we are maintaining our guidance, our strong outlook for organic growth that we established for 2026. That's revenue growth of 12 to 14% operating margin at 31.5% that includes roughly do...”
“We still have plenty of room to grow into our addressable market. So, if you look at it from a addressable household perspectives, you know, that have good data, that have a smart TV, all those things that we think are enabling, We're still under 45 percent penetrated in terms of that number. We think that number is ro...”
“The most important benefit of this entire exercise though was that we tested our investment discipline. And when the cost of this deal grew beyond the net value to our business and to our shareholders, we were willing to put emotion and ego aside and walk away. And doing it at this level I think sets up our teams to un...”
“We're seeing through that pretty significant growth in programmatic, which is on its way to becoming more than 50% of our non-live ads business. So, due to those moves, as well as things like improving go-to-market capabilities, more sales force, continue to build out our ads products, more attractiveness in those prod...”
“We really see this as a significant market opportunity. It's about 150 billion in consumer spend ex-China, ex-Russia. That doesn't even include ad revenue. So, just in the current model and the ways that we're operating, that number is getting bigger as well. So, large expansion potential and where we see a significant...”
“We are maintaining our guidance, our strong outlook for organic growth that we established for 2026. That's revenue growth of 12 to 14%, operating margin at 31.5%. That includes roughly doubling the advertising business to about 3 billion US dollars.”
“When the cost of this deal grew beyond the net value to our business and to our shareholders, we were willing to put emotion and ego aside and walk away. And doing it at this level, I think sets up our teams to understand that that's the expectation of them day-to-day.”
“The Nielsen gauge is not the currency for the video marketplace, and given that there's no change in consumer behavior or amount of viewing related to this shift, none of this changes our effectiveness or aspirations in the ad space. We continue to expect to deliver that 3 billion in advertising revenue this year.”
“At the highest level we really see this as a significant market opportunity, it's about 150 billion in consumer spend ex-China ex-Russia that doesn't even include ad revenue. So just in the current model and the ways that we're operating that number is getting bigger as well.”
07/16/2026 Q&A: Netflix, Inc. provides entertainment services worldwide. The company offers television (TV) series, documentaries, feature films, games, and live programming across various genres and languages. It also provides members the ability to receive streaming content through a host of internet-connected devices, including TVs, digital video players, TV set-top boxes, and mobile devices. Netflix, Inc. was incorporated in 1997 and is headquartered in Los Gatos, California. #netflix #earningscall #fundamentalanalysis #nflx #investing
Greg Peters, co-CEO of Netflix, is the special guest on Quotidien. He reveals the streaming giant's recipe for success: combining technology and creativity. He also discusses the new partnership with TF1, flagship series, and managing a colossal investment. He confirms the company's commitment to expanding its offerings, particularly with Quotidien on Netflix, to become a global player. ► More Quotidien videos: http://bit.ly/Quotidien ► Quotidien's Instagram: / qofficiel ► Quotidien's TikTok: / quotidienofficiel ► Quotidien's Facebook: / qofficiel
📢 Netflix Q1 FY26 Earnings Call | $NFLX 🔗https://www.benzinga.com/quote/NFLX/e... 📜 Need a transcript of the call? Access the Benzinga Earnings Call Transcripts API: 🔗 https://bit.ly/493BUhA 🌐 Find more market-moving insights at https://www.benzinga.com — your one-stop destination for the latest financial news, data, and expert analysis to stay ahead of the markets. ------------------------------------------------------------------------------------ 🔹Free Benzinga Webinars: • Navigating the Evolving Cryptocurrency Lan... 🔹Benzinga Pro Tutorials: • How to Find the Best Value Stock…
The battle for control of Warner Bros Discovery is over. In one of the biggest entertainment deals in history, the maker of the Harry Potter franchise and every extraordinary HBO drama series from The Sopranos to Succession, was sold at auction on Thursday for $111bn (£82bn). The buyer, Paramount boss David Ellison, got his prize after a months-long takeover battle with Netflix. The streaming pioneer suddenly walked away from perhaps its only chance to own the studio, which vies with Disney for the title of Hollywood’s most celebrated. So it’s over. Or perhaps not quite. The next episode may…
A Netflix inaugurou hoje (27) uma nova sede em São Paulo, projetada para sustentar o aumento de 20% no quadro de funcionários na sucursal brasileira no último ano. A abertura coincide com outro marco: faz quinze anos desde o início da operação da companhia no país. Em entrevista ao âncora do CNN Money, Victor Irajá, Greg Peters, co-CEO da Netflix, fala sobre a proposta da companhia para aquisição da Warner e sobre o funcionamento da companhia no país. #CNNBrasilMoney Inscreva-se no canal do @cnnbrmoney no YouTube e acompanhe as notícias em todas as plataformas: SITE: https://www.cnnbrasil.co…
Greg Peters, co-CEO da Netflix, fala sobre o aumento de 20% no número de funcionários no Brasil em 2025, as perspectivas para as produções no mercado brasileiro e a contribuição ao país com o pagamento de impostos. #CNNBrasilMoney Inscreva-se no canal do @cnnbrmoney no YouTube e acompanhe as notícias em todas as plataformas: SITE: https://www.cnnbrasil.com.br/money INSTAGRAM: instagram.com/cnnbrmoney TIKTOK: tiktok.com/@cnnbrmoney CLARO TV: canal 563 VIVO PLAY: canal 578 SAMSUNG TV+: canal 2043
Netflix Co-CEO Greg Peters gets honest about their gaming progress so far.
Sign in to search the full transcript archive, filter by topic, and access every quote from Gregory Peters.
The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →