NFLX · News · 20260808N

Revenue Performance and Mix

NETFLIX INC · 2026-08-08 · 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

• Assenagon Asset Management increased its stake in Ferrari by 2,004.6% in the second quarter and now holds 184,129 shares valued at approximately $68.5 million; Ferrari opened at $412.30 and had a market capitalization of $96.5 billion. source
• HCA Healthcare reported quarterly EPS of $7.59, revenue of $20.23 billion (up 8.7% year over year), declared a quarterly dividend of $0.78 per share, and PensionDanmark increased its stake by 6.9% to 41,916 shares valued at $16.3 million. source
• Castle Rock Wealth Management LLC reduced its Netflix stake by 77.2% in the second quarter, selling 21,442 shares and retaining 6,339 shares worth $470,000. source
• PensionDanmark Pensionsforsikringsaktieselskab reduced its stake in Moody's by 36.1% in Q2 2026, selling 15,322 shares and retaining 27,068 shares valued at $12.26 million. source
• Green Plains' revenue fell to $446.2 million from $552.8 million, while Q2 EPS was $0.83 versus a $0.54 consensus. source
• Bright Rock Capital Management LLC purchased 100,000 Netflix shares valued at approximately $7.14 million during the second quarter. source
• Rockland Trust Co. purchased 169,625 Netflix shares, bringing its total holdings to 171,882 shares valued at approximately $12.3 million. source
• Quantinno Capital Management LP increased its stake in NetEase by 29.7% in the first quarter, acquiring 8,116 additional shares to hold 35,444 shares valued at $3.97 million. source