Netflix (DE:NFC)
XETRA:NFC
Want to see DE:NFC full AI Analyst Report?
Earnings Data
Report Date
Jul 16, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.67Last Year’s EPS
0.61Same Quarter Last Year
Strong Buy
Based on 34 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a largely positive operational and strategic picture: management maintained 2026 guidance (12%–14% revenue growth; 31.5% operating margin), reported record member-quality metrics, strong ad-sales momentum (advertiser base +70% YoY; programmatic >50%), and notable regional wins (WBC success and APAC strength). The principal negatives were timing and expense uncertainty from the Warner Brothers transaction, perception risks from Nielsen methodological changes, limited early acquisition benefits from gaming, and the usual competitive pressures for premium content. Overall, the positives materially outweigh the lowlights.Company Guidance
Maintained Full-Year Financial Guidance
Company reiterated 2026 guidance: revenue growth of 12%–14% and operating margin of 31.5%. Advertising business expected to roughly double to about $3.0 billion.
Large Global Audience and Upside in Addressable Market
Paid membership exceeds 325 million. Addressable smart-TV household penetration is under 45% (roughly 800 million households), Netflix captures ~7% of addressable revenue in served markets (estimated $670 billion in 2026) and ~5% of global TV view share, indicating substantial room for growth.
Strong Engagement and Member Quality
View hours in Q1 grew at a similar rate to 2025 despite the Winter Olympics; the company’s primary member quality metric reached another all-time high. Management also reported stronger retention across all regions year over year.
World Baseball Classic and APAC Momentum
World Baseball Classic was the biggest global baseball streaming event ever with 31.4 million viewers and drove the largest single sign-up day in Japan. Japan led Q1 member growth and had its highest quarter of paid net adds in company history; APAC was the strongest FX-neutral revenue growth region, with strong results in India, Korea, and Southeast Asia.
Advertising Business Acceleration
Advertiser base grew more than 70% year-over-year in 2025 to over 4,000 advertisers. Programmatic is on track to become >50% of non-live ads revenue. Management reaffirmed the $3 billion ad revenue target for 2026.
Pricing Actions Aligning with Member Value
Recent U.S. price changes were planned, with early signals in line with expectations. Company cited improved value signals (quality-weighted engagement, plan selection) and reported stronger retention and expected pricing to be factored into full-year guidance.
Product & Content Diversification
Expansion into podcasts (daytime/mobile incremental engagement), increased live events and sports rights (e.g., CONCACAF, women’s World Cup rights), growing gaming efforts including the new kids-focused 'Playground' app (no ads or in-app purchases), and continued investment in originals and licensing.
Technology & AI Investment
Acquisition of Interpositive to accelerate generative AI capabilities for filmmaking and production workflows; continued work on recommendation/personalization improvements and leveraging AI across member experience and advertising products.
DE:NFC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:NFC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 16, 2026 | €92.04 | €82.51 | -10.35% |
Jan 20, 2026 | €75.71 | €71.37 | -5.73% |
Oct 21, 2025 | €106.98 | €96.23 | -10.05% |
Jul 18, 2025 | €104.34 | €104.46 | +0.12% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Netflix (DE:NFC) report earnings?
Netflix (DE:NFC) is schdueled to report earning on Jul 16, 2026, After Close (Confirmed).
What is Netflix (DE:NFC) earnings time?
Netflix (DE:NFC) earnings time is at Jul 16, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Netflix stock?
The P/E ratio of Netflix is N/A.
What is DE:NFC EPS forecast?
DE:NFC EPS forecast for the fiscal quarter 2026 (Q2) is 0.67.
