{"schema_version":"secwatch.filing_event.v1","accession":"0001065280-26-000033","form_type":"8-K","ticker":"NFLX","cik":"0001065280","company_name":"NETFLIX INC","filed_at":"2026-01-20T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.488278+00:00","generated_at":"2026-05-16T09:28:31.441669+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Netflix Q4 rev $12.05B beats guidance; FY26 rev forecast $50.7-51.7B","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001065280-26-000033","json":"https://secwatch.observer/filing/0001065280-26-000033.json","markdown":"https://secwatch.observer/filing/0001065280-26-000033.md","text":"https://secwatch.observer/filing/0001065280-26-000033.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1065280/000106528026000033/0001065280-26-000033-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1065280/000106528026000033/nflx-20260120.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T09:28:31.441669+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"}