Form 10-Q · Quarterly report
Netflix 10-Q, filed Oct 21, 2026
- Filed
- CIK
- 0001065280
- Accession no.
- 0001065280-26-000291
Summary
Netflix reported third-quarter 2026 revenue of $12.87 billion, up 12% from a year earlier, with operating income up 37% to $4.46 billion and net income up 44% to $3.66 billion. The company's operating margin rose to 34.6% from 28.2%.
Key points
- Third-quarter revenue growth was driven by a $1.057 billion increase in subscription revenue and a $256 million increase in advertising revenue.
- Nine-month revenue was $37.68 billion, up 14% from the prior-year period.
- Cost of revenues fell 1% in the quarter, partly because the prior-year period included a $619 million non-income tax expense in Brazil, partially offset by a $233 million increase in content amortization.
- Regional third-quarter revenue rose 11% in the United States and Canada, 11% in EMEA, 17% in Latin America, and 12% in Asia-Pacific.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2.Management’s Discussion Overview We are one of the world’s leading entertainment services offering TV series, films, games and live programming across a wide variety of genres and languages. Members can play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time. Our core strategy is to grow our business globally within the parameters of our operating margin target. We strive to continuously improve our members’ experience by offering compelling content that delights them and attracts new members. We aim to offer a range of streaming plans, including our ad-supported subscription, to meet a variety of consumer needs. …
An excerpt of the text as filed with the SEC, cut for length.
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