NETFLIX INC is expected to release its Q3 2026 10-Q filing on October 19, 2026, after market close. Last quarter: Netflix's Q2 FY2026 revenue grew 13% year-over-year to $12.56B and net income rose 9% to $3.40B, but operating margin slipped 0.7 points to 33.4% as technology & development and sales & marketing expenses outpaced revenue growth, while operating cash flow fell 28% due to higher content spending and record share buybacks of $4.7B.
EPS Estimate
$0.84
Revenue Estimate
$13.15B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the NFLX page.
Drawn from management commentary in the Q2 2026 10-Q:
Q2 FY2026 revenue rose 13% YoY to $12,559,938 thousand (12% on a constant currency basis), driven by membership growth, price increases, and increased advertising revenue. All four regions grew double digits: UCAN +10%, EMEA +14%, LATAM +21%, and APAC +16% year-over-year.
Operating margin declined approximately one percentage point to 33.4% from 34.1% in the prior-year quarter, primarily driven by technology and development expenses (+22% YoY to $1,007,675 thousand) and sales and marketing expenses (+16% YoY to $823,838 thousand) growing faster than revenue.
In the first quarter of 2026, Netflix received a $2.8 billion termination fee following the termination of the Amended and Restated Merger Agreement with WBD, which drove a 3,108% YoY increase in six-month interest and other income to $2,903,827 thousand and contributed to a 35% increase in six-month operating cash flow to $7,034,017 thousand.
Revenue
$12.56B
++13.37% YoY
EPS (Basic)
$0.81
++9.46% YoY
Operating Income
$4.19B
++11.07% YoY
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