Netflix

Netflix · Media/Streaming

Thu, July 16, 2026·After Market Close

NetflixStreamingAd-Supported TierQ2 EarningsEarnings

01Wall Street Consensus

EPS—

Revenue—

Key Checkpoints

01Revenue growth and operating margin
02Ad-supported tier subscribers and ARM contribution
03Content slate and engagement
04Regional subscriber trends
05Second-half guidance

Upside Catalysts

Advertising business scaling up in earnest
Expansion of live sports and event content
H1 engagement report released at the same time

Risk Factors

Intensifying content competition
Uncertain pace of the ad revenue ramp
FX (dollar strength) — overseas revenue dilution
Churn after price increases

Detail

EEPS History (Last 2 Quarters)

Actual EPS vs Consensus — Green Beat · Red Miss

Beat1

Miss0

Beat rate100%

1Preview Note

Netflix reports Q2 2026 results on July 16 (Thu) after the US close, confirmed (1:01pm PT). The H1 2026 engagement report is set to be released at the same time. With subscriber metrics no longer disclosed, revenue, operating margin, and ad ARM are the core trackers. Consensus figures to be updated closer to the print.

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Earnings