Form 8-K · Current report
Netflix 8-K, filed Oct 20, 2026
- Filed
- CIK
- 0001065280
- Accession no.
- 0001065280-26-000290
Summary
Netflix reported third-quarter 2026 revenue of $12.9 billion, up 12% year over year, with operating margin of 34.6% and diluted EPS of $0.87, and said it expects full-year 2026 revenue of $51.1 billion and an operating margin of 31.5%.
Key points
- Q3 operating income was $4.5 billion, up 37% year over year, and operating margin rose from 28.2% in Q3 2025.
- Netflix forecast Q4 revenue of $13.4 billion, up 12% year over year, and a Q4 operating margin of 26.0%, including about 120 basis points of negative impact from recent headcount reductions.
- Full-year 2026 advertising revenue is now expected at about $2.7 billion, down from about $3 billion previously, due to a slower rollout of some ad product capabilities.
- Netflix said global and US churn improved year over year in Q3 and was better than forecast.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02 Results of Operations and Financial Condition. On October 20, 2026, Netflix, Inc. (the “Company”) announced its financial results for the quarter ended September 30, 2026. The Letter to Shareholders, which is attached hereto as Exhibit 99.1 and is incorporated herein by reference, includes reference to the non-GAAP financial information. A reconciliation to the GAAP equivalent of non-GAAP measures is contained in tabular form in Exhibit 99.1. …
An excerpt of the text as filed with the SEC, cut for length.
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