{"schema_version":"secwatch.filing_event.v1","accession":"0001065280-25-000322","form_type":"8-K","ticker":"NFLX","cik":"0001065280","company_name":"NETFLIX INC","filed_at":"2025-07-17T23:59:59+00:00","discovered_at":"2026-05-14T18:02:43.235643+00:00","generated_at":"2026-05-18T05:54:21.227853+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Netflix Q2 revenue $11.08B (+16% YoY), EPS $7.19; raises 2025 revenue & margin guidance","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001065280-25-000322","json":"https://secwatch.observer/filing/0001065280-25-000322.json","markdown":"https://secwatch.observer/filing/0001065280-25-000322.md","text":"https://secwatch.observer/filing/0001065280-25-000322.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1065280/000106528025000322/0001065280-25-000322-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1065280/000106528025000322/nflx-20250717.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-18T05:54:21.227853+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}