Netflix, Inc. (NFLX) Guidance & Earnings Results
On 2026-10-20 Netflix, Inc. mixed guidance: "FY26 revenue $51.1B (+13% YoY); FY26 operating margin 31.5% (vs 29.5% in 2025); Q4'26 revenue $13.44B; Q4'26 operating margin 26.0%; FY26 ad revenue ~$2.7B (down from prior…" — from its own filing, as read by EquiReason.
Source: SEC EDGAR filings · figures as of 2026-09-30 · read by EquiReason
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- Market cap
- 270.4B
- P/E TTM
- 19.0
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 18 Jan, in 85 days
What management guided
each earnings 8-K · figures checked against the filing text| Release | Direction | What they said |
|---|---|---|
| 20 Oct 26 | Mixed | FY26 revenue $51.1B (+13% YoY); FY26 operating margin 31.5% (vs 29.5% in 2025); Q4'26 revenue $13.44B; Q4'26 operating margin 26.0%; FY26 ad revenue ~$2.7B (down from prior ~$3B) · full year |
| 16 Jul 26 | Reaffirmed | FY2026 revenue narrowed to $51.0-51.4B; operating margin 31.5% reaffirmed · full year |
| 16 Apr 26 | Reaffirmed | FY2026 revenue $50.7-$51.7B, operating margin 31.5% · full year |
| 20 Jan 26 | Raised | FY2026 revenue guidance $50.7B-$51.7B, operating margin target 31.5% · full year |
| 21 Oct 25 | Lowered | Full-year 2025 operating margin guidance cut to 29% from 30% (reported); revenue guidance maintained at $45.1B · full year |
Netflix, Inc. — questions
- What guidance did Netflix, Inc. give?
- On 2026-10-20: "FY26 revenue $51.1B (+13% YoY); FY26 operating margin 31.5% (vs 29.5% in 2025); Q4'26 revenue $13.44B; Q4'26 operating margin 26.0%; FY26 ad revenue ~$2.7B (down from prior ~$3B)"
- When does Netflix, Inc. report earnings?
- Netflix, Inc.'s next earnings report is expected on 2027-01-18.
Every figure on this page comes from Netflix, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.