Netflix Q3 2026 Earnings Set for Oct. 20
Netflix Q3 2026 earnings on Oct. 20 will concentrate traders' positioning on management's post-close video interview and guidance for revenue and margins.
KEY TAKEAWAYS
- Netflix scheduled Q3 2026 results for Oct. 20 with a post-close video interview.
- Second-quarter revenue was $12.6 billion and operating margin about 33.4%.
- Prior guidance targeted roughly $12.9 billion revenue and a 33.2% operating margin.
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Netflix Inc. (NFLX) will release its third-quarter 2026 earnings after the market close on Oct. 20, 2026, the company said in an investor-relations release on Sept. 14. Management will follow with a video interview featuring co-CEOs Greg Peters and Ted Sarandos and CFO Spence Neumann, focusing attention on revenue and margin outlooks.
Netflix Sets Oct. 20 Earnings Date
Netflix scheduled publication of its third-quarter 2026 results for Oct. 20 after the market close. The company said management would hold a video interview with co-CEOs Peters and Sarandos and CFO Neumann to discuss the results and outlook.
Results, Guidance, and Outlook
Netflix reported second-quarter 2026 revenue of $12.56 billion, a 13.4% increase year over year, with diluted earnings per share of $0.80 and an operating margin of 33.4%. Prior guidance called for roughly $12.86 billion in third-quarter revenue and a 33.2% operating margin, implying about 11.7% year-over-year revenue growth.
Full-year 2026 operating-margin guidance stood at 31.5%, with management expecting operating income to rise more than 20% year over year. Analysts’ consensus estimates ahead of the report placed third-quarter diluted EPS near $0.82 and revenue between $12.87 billion and $12.88 billion.
Advertising revenue is expected to roughly double year over year to about $3 billion, shifting growth toward ad-supported streams and raising questions about engagement versus monetization. Nielsen data cited in recent reports showed YouTube accounted for 14.2% of U.S. television time in July, compared with 7.8% for Netflix, providing context for competitive pressures.
Analyst actions in September included Wells Fargo downgrading Netflix to underweight with a $57 target on Sept. 18 and HSBC lowering its rating to hold with a $76 target on Sept. 22.
The upcoming third-quarter release and management commentary will test the company’s guidance and assumptions on advertising and margins, likely influencing analyst estimates for the next quarter.
