| NFLX |
Report |
Q2 2026 revenue |
IN-LINE |
pred ~$12.64B vs. cons $12.58B |
MEDIUM |
| NFLX |
Report |
Q2 2026 operating income |
BEAT |
pred ~$4.17B vs. cons $4.11B |
MEDIUM |
| NFLX |
Report |
Q2 2026 diluted EPS |
BEAT |
pred ~$0.81 vs. cons $0.79 |
MEDIUM |
| NFLX |
Guide |
Q3 2026 revenue |
BETTER |
guide ~$13.10B vs. cons $13.02B (Q3 2026) |
MEDIUM |
| NFLX |
Guide |
Q3 2026 diluted EPS |
BETTER |
guide ~$0.84 vs. cons $0.83 (Q3 2026) |
LOW |
| NFLX |
Guide |
Full-year revenue |
LOWER |
guide midpoint ~$51.35B vs. cons $51.44B (FY2026) |
MEDIUM |
| NFLX |
Guide |
Full-year operating margin |
UNCHANGED |
guide ~31.5% vs. cons 31.5% (FY2026) |
MEDIUM |
| NFLX |
Guide |
Advertising revenue |
UNCHANGED |
guide ~$3.0B vs. cons $3.0B (FY2026) |
HIGH |
| NFLX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.8% |
— |
MEDIUM |
| NFLX |
Return |
5-day cumulative residual |
+1.2% (FADE) |
An in-line revenue print, profit beat and modestly better Q3 guide should trigger relief initially, but a ~$51.35B FY2026 midpoint vs. ~$51.44B consensus implies Q4 revenue of roughly $13.36B vs. consensus near $13.59B. That out-period shortfall should limit upward revisions and partially reverse the day-1 gain. |
MEDIUM |