The engagement issue at Netflix

The Battle That May Matter Most for Netflix Stock Isn't Against Disney

Netflix faces a challenging battle in the attention economy.

By Jack Delaney
– Oct 29, 2026 at 10:15AM EST

  • Fool.com

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Key Points:

  • Netflix stock is down 30% in 2026 as investors grow concerned about subscriber engagement.
  • The streaming giant has been expanding its live events offerings in an attempt to recapture viewers' attention.
  • Netflix's primary competition is no longer solely from traditional streaming services.

As previously mentioned, Netflix is navigating a turbulent period, with its subscriber base and stock price taking a hit. The company's strategy to counter this involves diversifying its content with live events, a move that reflects the changing landscape of the streaming market.

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