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Netflix Earnings Calls
| Release date | Apr 16, 2026 |
| EPS estimate | $0.763 |
| EPS actual | $1.23 |
| EPS Surprise | 61.21% |
| Revenue estimate | 12.177B |
| Revenue actual | 12.25B |
| Revenue Surprise | 0.596% |
| Release date | Jan 20, 2026 |
| EPS estimate | $0.552 |
| EPS actual | $0.560 |
| EPS Surprise | 1.45% |
| Revenue estimate | 11.97B |
| Revenue actual | 12.051B |
| Revenue Surprise | 0.678% |
| Release date | Oct 21, 2025 |
| EPS estimate | $0.696 |
| EPS actual | $0.590 |
| EPS Surprise | -15.23% |
| Revenue estimate | 11.508B |
| Revenue actual | 11.51B |
| Revenue Surprise | 0.0163% |
| Release date | Jul 17, 2025 |
| EPS estimate | $0.710 |
| EPS actual | $0.720 |
| EPS Surprise | 1.41% |
| Revenue estimate | 11.057B |
| Revenue actual | 11.079B |
| Revenue Surprise | 0.197% |
Last 4 Quarters for Netflix
Below you can see how NFLX performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 17, 2025 |
| Price on release | $127.42 |
| EPS estimate | $0.710 |
| EPS actual | $0.720 |
| EPS surprise | 1.41% |
| Date | Price |
|---|---|
| Jul 11, 2025 | $124.51 |
| Jul 14, 2025 | $126.20 |
| Jul 15, 2025 | $126.03 |
| Jul 16, 2025 | $125.03 |
| Jul 17, 2025 | $127.42 |
| Jul 18, 2025 | $120.92 |
| Jul 21, 2025 | $123.33 |
| Jul 22, 2025 | $119.01 |
| Jul 23, 2025 | $117.68 |
| 4 days before | 2.34% |
| 4 days after | -7.64% |
| On release day | -5.10% |
| Change in period | -5.49% |
| Release date | Oct 21, 2025 |
| Price on release | $124.14 |
| EPS estimate | $0.696 |
| EPS actual | $0.590 |
| EPS surprise | -15.23% |
| Date | Price |
|---|---|
| Oct 15, 2025 | $120.33 |
| Oct 16, 2025 | $118.36 |
| Oct 17, 2025 | $119.94 |
| Oct 20, 2025 | $123.86 |
| Oct 21, 2025 | $124.14 |
| Oct 22, 2025 | $111.64 |
| Oct 23, 2025 | $111.36 |
| Oct 24, 2025 | $109.47 |
| Oct 27, 2025 | $109.46 |
| 4 days before | 3.17% |
| 4 days after | -11.83% |
| On release day | -10.07% |
| Change in period | -9.03% |
| Release date | Jan 20, 2026 |
| Price on release | $87.26 |
| EPS estimate | $0.552 |
| EPS actual | $0.560 |
| EPS surprise | 1.45% |
| Date | Price |
|---|---|
| Jan 13, 2026 | $90.32 |
| Jan 14, 2026 | $88.55 |
| Jan 15, 2026 | $88.05 |
| Jan 16, 2026 | $88.00 |
| Jan 20, 2026 | $87.26 |
| Jan 21, 2026 | $85.36 |
| Jan 22, 2026 | $83.53 |
| Jan 23, 2026 | $86.09 |
| Jan 26, 2026 | $85.70 |
| 4 days before | -3.39% |
| 4 days after | -1.79% |
| On release day | -2.18% |
| Change in period | -5.12% |
| Release date | Apr 16, 2026 |
| Price on release | $107.79 |
| EPS estimate | $0.763 |
| EPS actual | $1.23 |
| EPS surprise | 61.21% |
| Date | Price |
|---|---|
| Apr 10, 2026 | $103.01 |
| Apr 13, 2026 | $103.16 |
| Apr 14, 2026 | $106.28 |
| Apr 15, 2026 | $107.71 |
| Apr 16, 2026 | $107.79 |
| Apr 17, 2026 | $97.31 |
| Apr 20, 2026 | $94.83 |
| Apr 21, 2026 | $92.58 |
| Apr 22, 2026 | $93.24 |
| 4 days before | 4.64% |
| 4 days after | -13.50% |
| On release day | -9.72% |
| Change in period | -9.48% |
Netflix Earnings Call Transcript Summary of Q1 2026
Netflix reported continued momentum from 2025 into Q1 2026 and reiterated full-year guidance: revenue growth of 12%–14% and operating margin of 31.5%. Management highlighted strong member and engagement trends (record member quality metric and stable view-hour growth despite major sports competition), ongoing expansion of the ad business (targeting roughly $3 billion in ad revenue in 2026 and a programmatic share rising above 50% of non‑live ads), and significant runway for growth given under 45% penetration of addressable smart-TV households and only ~5% of global TV view share. Strategic priorities are: (1) deepen entertainment value across originals, licensed content, podcasts, games and live/regional sports; (2) leverage technology (including GenAI and improved personalization) across creation and member experience; and (3) improve monetization via broader distribution, refined pricing, and advertising. Management said the Warner Brothers pursuit strengthened the company’s M&A capabilities but reinforced disciplined capital allocation—Netflix walked away when economics deteriorated. They also announced investments like Interpositive (to accelerate GenAI capabilities) and product initiatives such as a kids gaming app (Playground). Founder Reed Hastings will not stand for reelection; he remains chairman through his term and management praised his leadership and succession planning. Overall, Netflix signals confidence in organic growth, selective M&A, continued ad scaling, product investment (games, podcasts, AI) and disciplined capital deployment, while maintaining shareholder-friendly priorities like buybacks.
