Released
FY2026 Q1
Earnings ReviewNFLX
BEATNetflix
Netflix · Media/Streaming
Thu, April 16, 2026·After Market Close
NetflixNFLXStreamingQ1 EarningsRevenue beat
01Wall Street Consensus
EPS$0.76
Revenue$10.55B
02Earnings Results
EPS$1.23+61.8%
Revenue$12.25B+16.1%
After-Hours Reaction-10% (AH)
Key Takeaways
- Revenue $12.25B (+16.19% YoY), above consensus of $10.55B
- EPS $1.23, a +62% beat versus consensus of $0.76
- Net income $5.28B (+83% YoY)
- FCF $5.09B (+91% YoY)
- One-time $2.8B WBD acquisition termination fee booked
- FY26 revenue guidance maintained at $50.7-51.7B
- Q2 revenue growth guided at +13%
- However, shares fell 10% after hours on high expectations
Key Checkpoints
- 01Revenue growth
- 02Operating margin
- 03Ad-tier subscribers
- 04FCF
Upside Catalysts
- Ad-tier expansion
- WBD acquisition termination
Risk Factors
- Subscriber-growth slowdown
- Content CapEx
- Intensifying competition
Detail
SEPS 서프라이즈 히스토리
Beat1Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)