{"filings":[{"id":91030,"accession_number":"0001065280-26-000139","cik":1065280,"company_name":"NETFLIX INC","ticker":"NFLX","form_type":"8-K","filed_at":"2026-04-23T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Netflix board authorizes additional $25B share repurchase program","event_type":"other_material","confidence":"high","bullets":["Board authorized $25B in additional share repurchases, supplementing December 2024 authorization.","$6.8B remained available under prior authorization as of March 31, 2026.","Program has no expiration date; repurchases may be open market, 10b5-1 plans, or private transactions.","Company retains discretion on timing and amount; may discontinue without notice."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91029,"accession_number":"0001065280-26-000137","cik":1065280,"company_name":"NETFLIX INC","ticker":"NFLX","form_type":"8-K","filed_at":"2026-04-16T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Netflix Q1 EPS $1.23, rev $12.25B (+16% YoY); Hastings not standing for re-election","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $12.25B (+16% YoY), operating income $3.96B (+18% YoY), both slightly above guidance.","GAAP diluted EPS $1.23 (vs $0.66 YoY); includes $2.8B Warner Bros. termination fee in other income.","Full-year 2026 revenue guidance unchanged at $50.7-$51.7B; operating margin target 31.5%.","Ad revenue on track to double to ~$3B in 2026; ads plan over 60% of new sign-ups in ad countries.","Reed Hastings to not stand for re-election as director at June annual meeting; Chairman until then."],"consensus_eps_estimate":null,"consensus_eps_actual":1.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":12249757000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100913,"accession_number":"0001193125-26-082247","cik":1065280,"company_name":"NETFLIX INC","ticker":"NFLX","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["1.02"],"status":"ready","headline":"Netflix receives $2.8B termination fee after WBD ends merger to pursue PSKY deal","event_type":"m_and_a","confidence":"high","bullets":["WBD terminated Merger Agreement on Feb 27, 2026 to accept superior proposal from Paramount Skydance Corporation.","Netflix received $2.8 billion termination fee paid by PSKY on behalf of WBD.","Netflix waived its right to negotiate on Feb 26 after WBD's notice of superior proposal.","All financing commitments (Debt Commitment Letter, 2025 RCF, DDTL, Incremental Commitments) terminated.","The terminated deal would have merged WBD's Streaming & Studios businesses into Netflix."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100912,"accession_number":"0001193125-26-015951","cik":1065280,"company_name":"NETFLIX INC","ticker":"NFLX","form_type":"8-K","filed_at":"2026-01-20T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Netflix revises WBD acquisition to all-cash $27.75/sh; ups bridge financing to $42.2B","event_type":"m_and_a","confidence":"high","bullets":["Merger consideration changed to all cash at $27.75 per share; original deal included Netflix stock component.","Bridge financing increased from $34B to $42.2B under Incremental Commitments Agreement dated Jan 19, 2026.","SpinCo (WBD linear networks) net debt set at $17.0B, reduced $260M from original $17.26B.","Deal expected to close by March 4, 2027, with two 3-month extensions possible; termination fee: WBD $2.8B, Netflix $5.8B.","WBD stockholders will receive SpinCo shares via pro-rata distribution before the all-cash merger closes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100911,"accession_number":"0001065280-26-000033","cik":1065280,"company_name":"NETFLIX INC","ticker":"NFLX","form_type":"8-K","filed_at":"2026-01-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Netflix Q4 rev $12.05B beats guidance; FY26 rev forecast $50.7-51.7B","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $12.05B (+18% YoY); diluted EPS $0.56 vs $0.43 YoY; paid memberships exceeded 325M.","Full year 2025 revenue $45.2B (+16% YoY); operating margin 29.5% (up 3 pts); ad revenue >$1.5B (2.5x YoY).","FY26 revenue guidance $50.7B-$51.7B (+12-14% YoY); operating margin target 31.5%; ad revenue expected to roughly double.","Q4 operating income $2.96B (+30% YoY); FCF $1.87B; includes ~$60M interest expense for Warner Bros.-related bridge loan.","Q1'26 revenue forecast $12.16B (+15.3% YoY); operating margin 32.1% forecast."],"consensus_eps_estimate":null,"consensus_eps_actual":2.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":45183036000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117232,"accession_number":"0001193125-25-327462","cik":1065280,"company_name":"NETFLIX INC","ticker":"NFLX","form_type":"8-K","filed_at":"2025-12-22T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Netflix secures $25B in credit facilities to finance Warner Bros. Discovery acquisition","event_type":"debt","confidence":"high","bullets":["$5B unsecured revolving credit facility entered Dec 19, 2025; matures up to 2030.","$20B unsecured delayed draw term loan: $10B two-year and $10B three-year tranches.","Proceeds to pay cash portion of merger price and fees under the WBD Merger Agreement.","New facilities replace bridge commitments from Dec 4, 2025 on a dollar-for-dollar basis.","Covenants include minimum consolidated EBITDA/interest expense ratio of 3.0x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117231,"accession_number":"0001193125-25-308651","cik":1065280,"company_name":"NETFLIX INC","ticker":"NFLX","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Netflix to acquire Warner Bros. Discovery for $23.25 cash plus stock; up to $59B debt financing","event_type":"m_and_a","confidence":"high","bullets":["Netflix to acquire WBD for $23.25 cash + stock (exchange ratio 0.0376-0.0460 based on NFLX avg price).","WBD to spin off Global Linear Networks (SpinCo) to shareholders before closing; net debt adjustment applies.","Netflix secured $59B bridge loan from Wells Fargo, BNP Paribas, HSBC to fund cash portion.","Transaction expected close by March 2027, subject to WBD stockholder vote and regulatory approvals.","Termination fees: WBD pays Netflix $2.8B; Netflix pays WBD $5.8B if antitrust-related failure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":1.0,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117226,"accession_number":"0001193125-25-309911","cik":1065280,"company_name":"NETFLIX INC","ticker":"NFLX","form_type":"8-K/A","filed_at":"2025-12-05T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Netflix agrees to acquire Warner Bros. Discovery for cash and stock","event_type":"m_and_a","confidence":"high","bullets":["Each WBD share converted into cash (Per Share Cash Amount) and Netflix stock (Exchange Ratio).","WBD to spin off Spinco Business to its stockholders prior to closing.","Transaction includes a Holdco Reorganization intended to be tax-free under Section 368(a)(1)(F).","Deal requires WBD stockholder approval and regulatory clearances; termination fees apply.","Merger agreement dated December 4, 2025, with closing expected after conditions satisfied."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117230,"accession_number":"0001065280-25-000450","cik":1065280,"company_name":"NETFLIX INC","ticker":"NFLX","form_type":"8-K","filed_at":"2025-11-14T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Netflix effects 10-for-1 forward stock split; authorized shares increased to 49.9B","event_type":"other_material","confidence":"high","bullets":["Ten-for-one forward stock split executed via Certificate of Amendment filed November 14, 2025.","Authorized common stock increased from 4,990,000,000 to 49,900,000,000 shares.","Split effective at 4:01 p.m. ET on November 14, 2025; trading on split-adjusted basis begins November 17, 2025.","Stock split was previously announced on October 30, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117229,"accession_number":"0001065280-25-000408","cik":1065280,"company_name":"NETFLIX INC","ticker":"NFLX","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Netflix amends exec severance plan: doubles pay to 2x salary+bonus, adds Good Reason trigger, retirement vesting","event_type":"other_material","confidence":"high","bullets":["Compensation Committee approved amendments to Severance Plan for co-CEOs Ted Sarandos and Greg Peters, CFO Spencer Neumann, CLO David Hyman, effective Jan 1, 2026.","Severance pay doubled from 1x to 2x of (annual base salary + target bonus) for Involuntary Termination outside Change in Control.","Definition of Involuntary Termination expanded to include Good Reason (pay cut >10% or material title change) at any time.","New Retirement provision: execs with >=10 years service, age 55+, good standing can continue equity vesting post-termination.","Outstanding RSU/PSU awards amended: on Qualifying Termination (incl. Good Reason), 12-month accelerated vesting plus pro-rata."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117228,"accession_number":"0001065280-25-000407","cik":1065280,"company_name":"NETFLIX INC","ticker":"NFLX","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Netflix announces 10-for-1 stock split, trading on split-adjusted basis Nov 17","event_type":"other_material","confidence":"high","bullets":["Board approved a ten-for-one forward stock split of common stock.","Record date: November 10, 2025; additional 9 shares issued after close Nov 14.","Split-adjusted trading begins November 17, 2025.","Purpose: to reset market price for employee stock option program accessibility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117227,"accession_number":"0001065280-25-000404","cik":1065280,"company_name":"NETFLIX INC","ticker":"NFLX","form_type":"8-K","filed_at":"2025-10-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Netflix Q3 revenue $11.5B (+17%); $619M Brazil tax charge hits margin; full-year ops margin guided to 29%","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $11.51B (+17% YoY); diluted EPS $5.87; operating margin 28.2% vs 31.5% guide due to $619M Brazil tax charge.","Full-year 2025 revenue expected $45.1B (+16%); operating margin 29% (was 30%) due to Brazil charge; Q4 forecast $11.96B.","Ad revenue on track to more than double in 2025; US upfront commitments more than doubled; Amazon DSP integration announced.","KPop Demon Hunters (325M views) becomes most popular film ever; Mattel & Hasbro named global co-master toy licensees.","FCF forecast raised to ~$9B (from $8-8.5B); repurchased 1.5M shares for $1.9B in Q3; $10.1B remaining buyback authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":19.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":33132274000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133678,"accession_number":"0001065280-25-000322","cik":1065280,"company_name":"NETFLIX INC","ticker":"NFLX","form_type":"8-K","filed_at":"2025-07-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Netflix Q2 revenue $11.08B (+16% YoY), EPS $7.19; raises 2025 revenue & margin guidance","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $11,079M (+16% YoY), diluted EPS $7.19 vs $4.88; operating margin 34.1% vs 27.2%.","FY2025 revenue forecast raised to $44.8-$45.2B (from $43.5-$44.5B); operating margin target 29.5% F/X neutral (~30% reported).","Free cash flow forecast raised to $8.0-$8.5B; repurchased 1.5M shares for $1.6B; $12B remaining authorization.","Ads business on track to roughly double 2025 revenue; Netflix Ads Suite rolled out across all ad markets.","Q3 guidance: revenue $11.53B, operating margin 31.5%; strong 2H slate includes Stranger Things finale, Wednesday S2, Canelo-Crawford fight."],"consensus_eps_estimate":null,"consensus_eps_actual":13.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":21621967000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150376,"accession_number":"0001065280-25-000287","cik":1065280,"company_name":"NETFLIX INC","ticker":"NFLX","form_type":"8-K","filed_at":"2025-06-24T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Netflix adds Airbnb CFO Ellie Mertz to board; rejects director Hoag's resignation","event_type":"leadership","confidence":"high","bullets":["Ellie Mertz, CFO of Airbnb, appointed to Netflix board effective June 22, 2025; joins Audit Committee.","Leslie Kilgore moved from Audit to Compensation Committee and named chair.","Board rejected Jay Hoag's resignation after he failed to receive majority vote due to <75% attendance in 2024.","Hoag remains lead independent director; board cited his strong long-term record and commitment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150375,"accession_number":"0001065280-25-000286","cik":1065280,"company_name":"NETFLIX INC","ticker":"NFLX","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Netflix director Jay Hoag fails majority vote, tenders resignation pending board decision","event_type":"other_material","confidence":"high","bullets":["Director Jay Hoag received 71,428,414 for vs 259,865,864 against; did not achieve majority, triggering resignation policy.","Hoag offered resignation on June 5, 2025; Nominating and Governance Committee to recommend, board to decide within 90 days.","All 12 other director nominees were elected with strong support; votes ranged from 301M to 326M in favor.","Shareholders ratified Ernst & Young as auditor (362.7M for, 5.6M against) and approved say-on-pay (283.6M for, 47.8M against).","All six non-binding shareholder proposals failed, including climate transition plan (34.7M for, 295.4M against) and others."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}