NFLX · News · 20260804N

Revenue Performance and Mix

NETFLIX INC · 2026-08-04 · Importance 36 · Surprise 40

Netflix revenue grew 13.4% year over year in the reported quarter, according to third-party reporting. Quarterly revenue nevertheless fell short of analyst forecasts despite a slight EPS beat. Advertising revenue and international expansion were identified as key growth drivers for Netflix. The reported results raised concerns about slowing revenue growth and softening viewing hours.

Key facts

• Netflix director Jay C. Hoag was granted 852 non-qualified stock options with an exercise price of $73.33 per share and an expiration date of August 3, 2036. source
• Several pieces of reporting state Netflix slightly beat quarterly EPS expectations while revenue fell short or slightly missed forecasts and revenue grew by 13.4% year-over-year in one article. source
• Edgestream Partners L.P. reduced its stake in Netflix by 65.5% in the first quarter, selling 31,333 shares and retaining 16,497 shares valued at $1.586 million. source
• Lombard Odier Asset Management Europe Ltd sold 100,380 shares of Netflix, an 83.9% decrease, during the first quarter. source
• Broadridge Financial Solutions reported full-year revenue growth of 8% and adjusted EPS growth of 12%, and its stock rose 7% after the report. source
• Company insiders including Director Reed Hastings and CFO Spencer Neumann sold a substantial number of shares totaling nearly $39.3 million. source