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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Netflix, Inc. (NFLX) is 8/10.
Netflix delivered Q1 revenue growth of 16% with sustained double-digit growth and the advertising business scaling rapidly, as live sports drove outsized engagement and acquisition while the subscriber base exceeded 325 million members. Management reiterated FY2026 guidance of 12-14% revenue growth and 31.5% operating margin, with the advertiser base growing over 70% year-over-year to more than 4,000 advertisers and gaming expansion advancing through Playground and the kids strategy.
Scored from Netflix, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $10.25B | +16.0% | $0.43 | +103.8% | 43.7% | 22.2% | 18.2% | $1.38B |
| FY2025 Q1 | $10.54B | +12.5% | $0.66 | +24.5% | 50.1% | 31.7% | 27.4% | $2.66B |
| FY2025 Q2 | $11.08B | +15.9% | $0.72 | +46.9% | 51.9% | 34.1% | 28.2% | $2.27B |
| FY2025 Q3 | $11.51B | +17.2% | $0.59 | +9.3% | 46.4% | 28.2% | 22.1% | $2.66B |
| FY2025 Q4 | $12.05B | +17.6% | $0.56 | +30.2% | 45.9% | 24.5% | 20.1% | $1.87B |
| FY2026 Q1 | $12.25B | +16.2% | $1.23 | +86.4% | 51.9% | 32.3% | 43.1% | $5.09B |
| FY2026 Q2 | $12.56B | +13.4% | $0.80 | +11.1% | 51.9% | 33.4% | 27.1% | $1.37B |