NFLX · News · 20261102N
Guidance / Outlook
NETFLIX INC · 2026-11-02 · Importance 72 · Surprise 84 · In source text
Netflix projected fourth-quarter 2026 revenue of US$13.442 billion, a 26.0% operating margin and diluted EPS of US$0.67. The company raised its full-year 2026 operating-margin outlook to 31.5%. It also implied operating-income growth of more than 20% for 2026.
Key facts
- Netflix issued Q4 2026 guidance for US$13,442 million in revenue, a 26.0% operating margin, and US$0.67 in diluted EPS. source
- Netflix guided to a full-year operating margin of 31.5%. source
- Netflix implied operating income growth of above 20%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | unclear | committed | — | Netflix issued Q4 2026 guidance for US$13,442 million in revenue, a 26.0% operating margin, and US$0.67 in diluted EPS. |
| margin | unclear | committed | — | Netflix issued Q4 2026 guidance for US$13,442 million in revenue, a 26.0% operating margin, and US$0.67 in diluted EPS. |
| net_income | unclear | committed | — | Netflix issued Q4 2026 guidance for US$13,442 million in revenue, a 26.0% operating margin, and US$0.67 in diluted EPS. |
| margin | unclear | committed | — | Netflix guided to a full-year operating margin of 31.5%. |
| operating_income | positive | committed | — | Netflix implied operating income growth of above 20%. |