• Join Puck

    Directly Supporting Authors

    A new economic model in which writers are also partners in the business.

    Personalized Subscriptions

    Customize your settings to receive the newsletters you want from the authors you follow.

    Stay in the Know

    Connect directly with Puck talent through email and exclusive events.

  • What is puck? Newsletters Authors Podcasts Events Gift Puck Careers

Three Lessons From Netflix’s Last Semiannual Data Dump

Before Netflix retreats from its semiannual Engagement Reports, here’s what the numbers really say about how the streamer is doubling down on movies, betting on creators, and quietly preparing to live in a YouTube world.

Bridgerton
Still from the fourth season of 'Bridgerton' with Queen Charlotte, played by Golda Rosheuvel, center. Photo: Liam Daniel / Courtesy of Netflix
Julia Alexander
July 21, 2026

In December 2023, Netflix released its first semiannual Engagement Report, a massive Excel file that was open to everyone—analysts, journalists, and competitors alike. It was, as company executives would repeatedly boast, an unprecedented act of data transparency. Of course, it was also somewhat self-serving: The geniuses in Los Gatos knew that no other streamer would dare follow suit.