| NFLX |
Report |
Revenue |
IN-LINE |
pred ~$12.62B vs. cons $12.58B |
MEDIUM |
| NFLX |
Report |
Diluted EPS |
BEAT |
pred ~$0.83 vs. cons $0.79 |
MEDIUM |
| NFLX |
Report |
Operating margin |
IN-LINE |
pred ~32.7% vs. cons 32.6% |
MEDIUM |
| NFLX |
Guide |
Q3 revenue guidance |
LOWER |
guide ~$12.90B vs. cons $12.97B (Q3 2026) |
MEDIUM |
| NFLX |
Guide |
FY2026 revenue guidance midpoint |
LOWER |
guide ~$51.20B vs. cons $51.38B (FY2026) |
MEDIUM |
| NFLX |
Guide |
FY2026 operating-margin target |
UNCHANGED |
guide ~31.5% vs. cons 31.5% (FY2026) |
HIGH |
| NFLX |
Guide |
FY2026 advertising revenue commentary |
UNCHANGED |
guide ~$3.00B vs. cons $3.00B (FY2026) |
MEDIUM |
| NFLX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| NFLX |
Return |
5-day cumulative residual |
-7.0% (FOLLOW-THROUGH) |
~$12.90B Q3 revenue guidance versus ~$12.97B consensus and ~$51.20B FY2026 revenue midpoint versus ~$51.38B consensus would pull out-period revenue and EPS estimates lower despite a ~$0.83 versus ~$0.79 Q2 EPS beat; engagement-related uncertainty should keep the valuation multiple under pressure. |
MEDIUM |