| NFLX |
Report |
Advertising Revenue (Q2 2026) |
BEAT |
pred ~$700M vs. cons $666M |
MEDIUM |
| NFLX |
Report |
Operating Margin (Q2 2026) |
MISS |
pred ~32.5% vs. cons 32.81% |
MEDIUM |
| NFLX |
Report |
Net Subscriber Adds (Q2 2026) |
MISS |
pred ~3.5M vs. cons 3.93M |
MEDIUM |
| NFLX |
Guide |
Q3 2026 Revenue |
BETTER |
guide ~$11.8B vs. cons $11.53B |
MEDIUM |
| NFLX |
Guide |
Q3 2026 Operating Margin |
LOWER |
guide ~29.5% vs. cons 32.8% |
HIGH |
| NFLX |
Guide |
FY 2026 Revenue |
UNCHANGED |
maintain $50.7B-$51.7B vs. cons $51.33B |
HIGH |
| NFLX |
Guide |
FY 2026 Operating Margin |
LOWER |
maintain 31.5% vs. cons 31.71% |
HIGH |
| NFLX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
MEDIUM |
| NFLX |
Return |
5-day cumulative residual |
-5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — Q3 margin guide forces sell-side estimate cuts; residual continues negative over 5 days as models update |
MEDIUM |