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Netflix Earnings Calls
| Release date | Jul 16, 2026 |
| EPS estimate | $0.790 |
| EPS actual | $0.80 |
| EPS Surprise | 1.27% |
| Revenue estimate | 12.581B |
| Revenue actual | 12.56B |
| Revenue Surprise | -0.168% |
| 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% |
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 | 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% |
| Release date | Jul 16, 2026 |
| Price on release | $74.35 |
| EPS estimate | $0.790 |
| EPS actual | $0.80 |
| EPS surprise | 1.27% |
| Date | Price |
|---|---|
| Jul 10, 2026 | $73.37 |
| Jul 13, 2026 | $73.83 |
| Jul 14, 2026 | $73.53 |
| Jul 15, 2026 | $73.68 |
| Jul 16, 2026 | $74.35 |
| Jul 17, 2026 | $68.95 |
| Jul 20, 2026 | $67.60 |
| 4 days before | 1.34% |
| 4 days after | -9.08% |
| On release day | -7.26% |
| Change in period | -7.86% |
Netflix Earnings Call Transcript Summary of Q2 2026
Netflix reported continued execution against its 2026 plan: management is guiding to mid-teens full-year revenue growth (13%–14% reported, ~12% FX-neutral) and says the business is tracking to plan. Subscription growth, price increases and growing ads revenue are the primary drivers of near-term revenue. Engagement metrics are being evaluated across three dimensions (quality, variety, quantity) rather than raw viewing hours alone; live events, local-language hits, video podcasts and cloud gaming are highlighted as strategic content expansions that drive acquisition, retention and ad monetization. Content spend is being increased modestly (forecast ~+10% in 2026) with disciplined investment and staged scaling into new formats. GenAI tools are already being used across production workflows (cited in ~300 titles) to speed production and lower costs, with savings expected to be reinvested into content. The ad business is being optimized via expanded demand sources, improved ad stack and measurement to raise ad-tier ARM. Management is testing customer acquisition levers (including free-trial tests in select markets) and sees potential in partnerships (example: TF1 in France) but has no immediate plans to launch a FAST/free tier broadly. On capital allocation, Netflix reiterated it is primarily a builder, not an acquirer, maintains a strong balance sheet, and returned capital aggressively in Q2 ($4.7B share repurchase), with remaining buyback capacity of about $27B.
