Headlines

Netflix Inc. (NFLX) Q2 2026 (USD): EPS 0.80 (exp. 0.79), Revenue 12.6bln (exp. 12.58bln),

Newsquawk Staff ·

Guidance

  • Q3 revenue 12.86bln (exp. 13.01bln).
  • Q3 EPS 0.82 (exp. 0.84).
  • FY26 revenue 51-51.4bln (exp. 51.41bln).
  • Continue to see FY26 operating margin of 31.5%

Commentary

  • 'What we watched' report to shift to annual publication in Q1 starting 2027.
  • Continue to expect content amortization to grow slower in H2 and to increase about 10% for 2026.
  • Q2 FCF USD 1.5bln included higher cash tax payments due in part to WBD termination fee.

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