secwatch.observer — SEC 8-K summary
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Issuer:     NETFLIX INC (NFLX)
CIK:        0001065280
Form:       8-K
Filed at:   2026-07-16T20:03:19+00:00
Accession:  0001065280-26-000211
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Netflix Q2 revenue $12.6B (+13% YoY), EPS $0.80; FY revenue guidance narrowed to $51.0-$51.4B
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- Q2 revenue $12.56B (+13% YoY), operating margin 33.4%, diluted EPS $0.80 vs $0.72 YoY.
- FY 2026 revenue guidance narrowed to $51.0-$51.4B (13-14% growth); operating margin 31.5% unchanged.
- Q3 revenue forecast $12.86B (+12% YoY), operating margin 33.2%.
- Share repurchases: $4.7B in Q2; new $25B authorization; $27.1B remaining capacity.
- Ads revenue on track to ~$3B in 2026 (doubling); expanded NFL agreement; free trial re-test in select markets.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1065280/000106528026000211/0001065280-26-000211-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1065280/000106528026000211/nflx-20260716.htm
  HTML page:      https://secwatch.observer/filing/0001065280-26-000211

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer