NETFLIX INC (NFLX) Form 10-Q — Oct 21, 2026
Netflix reported Q3 2026 revenue of $12.87 billion, up 12% year over year, with net income of $3.66 billion, up 44%, and diluted EPS of $0.87 versus $0.59 a year ago. Operating margin expanded more than six percentage points to 34.6% from 28.2%, driven by lower cost of revenues and revenue growth outpacing expense growth. Advertising revenue grew $256 million in the quarter to $1.6 billion year to date plus, with all four regions posting double-digit growth. Results include a $2.8 billion termination fee received in Q1 after Warner Bros.
Key figures
- Eps
- 0.87
- Revenue
- 12874176000
- Net Income
- 3663927000
- Total Debt
- 15132394000
- Total Assets
- 58681954000
- Cash Position
- 8194275000
- Shares Outstanding
- 4106325903
- Buyback Q3 Shares
- 63917979
- Buyback Q3 Dollars
- 4800000000
- Buyback Remaining
- 22300000000
- Nine Month Revenue
- 37683871000
- Operating Income Q3
- 4458600000
- Operating Margin Q3
- 34.6%
- Wbd Termination Fee
- 2800000000
- Content Obligations
- 25222800000
- Nine Month Net Income
- 12348132000
- Operating Cash Flow Q3
- 3162279000
- Buyback Nine Month Dollars
- 10700000000
- Operating Margin Prior Year
- 28.2%
AI analysis
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