| NFLX |
Report |
Q2'26 Revenue |
IN-LINE |
pred ~$12.65B vs. cons $12.58B |
MEDIUM |
| NFLX |
Report |
Q2'26 Operating Margin |
BEAT |
pred ~33.0% vs. cons/guide 32.6% |
MEDIUM |
| NFLX |
Report |
Q2'26 Diluted EPS |
BEAT |
pred ~$0.85 vs. cons $0.79 |
MEDIUM |
| NFLX |
Guide |
Q3'26 Revenue Guidance |
UNCHANGED |
guide ~$13.0B vs. cons $13.05B (Q3 2026) |
LOW |
| NFLX |
Guide |
FY2026 Operating Margin Guidance |
UNCHANGED |
guide ~31.5% vs. cons 31.5% (FY2026) |
MEDIUM |
| NFLX |
Guide |
FY2026 Ad Revenue Target |
BETTER |
guide ~$3.0B vs. cons $2.8B (FY2026) |
LOW |
| NFLX |
Guide |
FY2026 Revenue Guidance Range |
UNCHANGED |
guide ~$50.7-51.7B vs. cons $51.2B (FY2026) |
MEDIUM |
| NFLX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| NFLX |
Return |
5-day cumulative residual |
-1.3% (FADE) |
Beaten-down stock (near 2-yr lows, bullish option skew) likely rallies on a modest top/bottom-line beat and reaffirmed FY margin/revenue guide, but the Q3 guide implies further deceleration (mid-to-low teens growth lapping tougher comps) and H2 content-amortization/engagement questions remain unresolved; sell-side is likely to trim out-year growth/ad-revenue estimates even after a Q2 beat, causing the initial pop to fade as the print doesn't resolve the structural growth-slowdown debate (YouTube share loss, WBD M&A overhang, engagement decline) that drove the 2026 de-rating. |
LOW |