Netflix Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 04, 2026 / 09:50PM GMT

Release Date Price: CHF76.03 (+2.40%)

Transcript

Sean Diffley

Morgan Stanley - Analyst

Thank you, everyone, for joining us. My name is Sean Diffley. I'm joined by Thomas Yeh from the Morgan Stanley Media and Entertainment research team, and we're extremely excited to have Spencer Neumann from Netflix here. I'm going to give a quick disclosure. For important disclosures, please see the Morgan Stanley research disclosure website.

And if you have any questions, reach out to your Morgan Stanley sales rep. So a bit of a different conversation than we might have been having a week ago, but we're going to get into all of that.

Questions & Answers

Sean Diffley

Morgan Stanley - Analyst

But to kick us off, Spence, maybe you could level set for us today, the health of the business as you see it over the next few years and your key priorities at Netflix for 2026.

Spencer Neumann

Netflix Inc - Chief Financial Officer

All right. Well, thanks for having me. Good to see everybody. Well, look, yes, I guess it's a bit of a different conversation, but also

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