NETFLIX INC
NFLXNasdaqGSEntertainment • Communication Services
Comprehensive AI Analysis
Strategic AI Analysis for NFLX
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Summary
Source-linked company research for NFLX
Factor Scorecard
Mechanical 0-100 composites from the displayed inputs. Bands and colours are numerical aids, not security ratings or investment actions.
Latest results at a glance
Insights from the latest company results and reports · filed 16 Jul 2026
Q2 Revenue and EPS In-Line
Q2 revenue grew 13% year over year to $12.6B, and operating margin was 33%, both in-line with guidance. Reported diluted EPS of $0.80 per share exceeded the same-quarter consensus estimate of $0.79 per share.
Double-Digit Growth Across Regions
The company delivered double-digit revenue growth in all regions, surpassing $4.0B in EMEA and $1.5B in both LATAM and APAC. UCAN revenue growth of 10% reflected a partial quarter impact from a recent price change.
2026 Revenue Forecast Narrowed
The company narrowed its 2026 forecasted revenue range to $51.0-$51.4B and continued to forecast an operating margin of 31.5%, consistent with prior guidance. This outlook implies annual operating income growth of 20%+ for 2026.
Q3 Guidance Provided
For Q3, the company expects revenue growth of 12% (or 11% on an F/X neutral basis). It projects an operating margin of 33.2% compared with 28.2% in the year-ago quarter.
Free Cash Flow and Tax Impact
Free cash flow in Q2 totaled $1.5B, compared with $2.3B in the prior year period, including higher cash tax payments due in part to the Warner Bros. termination fee. The company continues to expect full-year free cash flow of approximately $12.5B.
France Partnership and Ads Focus
Netflix launched a partnership with French broadcaster TF1, integrating TF1’s linear channels and on-demand content into its subscription at no additional cost. The company remains on track to deliver approximately $3 billion in ad revenue in 2026, with US upfront negotiations in advanced stages.
Price Chart
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Overview
Quarterly income statement data isn't available for this company.
No Data
No annual financial data available.
Financial Fundamentals
Growth, quality, valuation, cash generation, and balance-sheet strength.
Growth
TTM revenue plus current, long-term, forward, and accelerating top-line trends.
Earnings
Trailing EPS, current EPS growth, long-term compounding, surprise, and forward expectations.
Profitability
TTM margin and return metrics that reflect pricing power and business quality.
Cash Flow
TTM free cash flow, growth, margin, and operating-cash conversion quality.
Valuation
Metrics ranked by issuer type, financial state, and input quality.
Forward P/E
Forward P/E is the primary lens because positive expected earnings make the next operating period directly assessable.
Financial Health
Latest-quarter liquidity and leverage checks plus TTM interest coverage.
Shareholder Signals
Capital returns and dilution checks sourced from statements and insider filings.
Peer Comparison
| Ticker | Price | Mkt Cap | EV/EBITDA | Fwd P/E | Rev Growth | Gross Margin | FCF Yield |
|---|---|---|---|---|---|---|---|
NFLXNETFLIX INC | $81.72 | $340.3B | 23.5x | 22.8x | +16.0% | 49.1% | 3.3% |
Company Profile
About the Company
Netflix, Inc. provides entertainment services worldwide. The company offers television (TV) series, documentaries, feature films, games, and live programming across various genres and languages. It also provides members the ability to receive streaming content through a host of internet-connected devices, including TVs, digital video players, TV set-top boxes, and mobile devices. Netflix, Inc. was incorporated in 1997 and is headquartered in Los Gatos, California.
Next Earnings Date
Oct 20, 2026
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