NFLX · Full Picture

NETFLIX INC — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Operating Income and Margins · Operating income & profitabilityPriority 38
    quote_verified
    BWX Technologies reported quarterly EPS of $1.07, revenue of $901.62 million, guided fiscal 2026 EPS of $4.70–$4.80, and announced a quarterly dividend of $0.27 per share.
  2. Revenue Performance and Mix · Revenue growth & mixPriority 36
    quote_verified
    Parker-Hannifin reported revenue growth of 9.8% year over year and provided positive guidance for fiscal 2027 EPS, while PensionDanmark increased its stake by 5.9% to 30,622 shares valued at approximately $30 million.
  3. Grand Theft Auto VI Premiere · UnclassifiedPriority 33
    1 forward row(s); quote_verified
    My Clallam County reports Rockstar Games and Netflix will premiere an extended look at Grand Theft Auto VI exclusively on Netflix on August 27th at 3 p.m. ET.
  4. Competition and New Entrants · Competition & market sharePriority 32
    1 forward row(s); quote_verified
    An article notes YouTube Premium will soon give consumers access to Peacock's streaming service.
  5. Litigation and Legal Risk · Litigation & settlementsPriority 30
    quote_verified
    A billionaire writer-producer, Simon Afram, filed a defamation lawsuit against Netflix seeking $105 million in damages related to allegations about the theft of an unreleased Nicolas Cage film.
  6. Products and Technology · Products & launchesPriority 30
    quote_verified
    Broadridge is planning to incorporate agentic AI into its platform.
  7. MLB Content Partnership Expansion · Partnerships & JVsPriority 28
    quote_verified
    Front Office Sports reports Netflix and MLB plan to keep the Field of Dreams game's focus on nostalgic charm; the event will feature the Phillies and Twins, an appearance by Kevin Costner, and 25 Baseball Hall of Famers and Netflix has exclusive broadcast rights.
  8. Free Cash Flow · Cash flow generationPriority 27
    quote_verified
    TIKR's article states Netflix has "substantial free cash flow" in Q2 2026 (phrase used: "substantial free cash flow").

Threads by pillar

Revenue & Demand Priority 39 · 2 threads

Costs & Margins Priority 38 · 1 thread

Capital & Balance Sheet Priority 27 · 1 thread

Strategy & Portfolio Priority 28 · 1 thread

Legal, Regulatory & Policy Priority 30 · 1 thread

Macro & Market Conditions Priority 32 · 1 thread

Unclassified Priority 33 · 1 thread