At the Bloomberg Screentime conference, Netflix CEO Ted Sarandos downplayed concerns about the pending Paramount and Warner Bros. merger, suggesting the combined entity might not pose a significant competitive threat. He also dismissed speculation about recruiting HBO Max chairman Casey Bloys, describing their publicised lunch as unremarkable given they've shared meals before. The executive expressed confidence in Netflix's previous bid for Warner Bros. Discovery, stating the company priced the offer appropriately for shareholder returns.

Beyond competition, Sarandos discussed Netflix's expansion efforts and policy relationships, particularly regarding federal production tax credits. He praised Donald Trump's commitment to the entertainment industry and job creation, and outlined Netflix's position that a federal tax incentive layer could help keep American production jobs competitive against countries like the UK. He also criticised California's complacency in maintaining entertainment infrastructure, singling out Los Angeles as increasingly difficult for filming, whilst noting New Jersey's competitive incentive structure. Meanwhile, Netflix is working to address slower growth, with user engagement rising only 2% year-over-year during the first half of 2026.