Technical events and factor profile →
This 10-Q introduces no material changes to the risk factors vs. the latest annual report.
| Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | |
|---|---|---|---|---|---|
| Revenue | $12.6B | $12.2B | $12.1B | $11.5B | $11.1B |
| YoY growth | +13.4% | +16.2% | +17.6% | +17.2% | +15.9% |
| Gross margin | — | — | — | — | — |
| Operating margin | 33.4% | 32.3% | 24.5% | 28.2% | 34.1% |
| Net income | $3.4B | $5.3B | $2.4B | $2.5B | $3.1B |
| Diluted EPS | 0.80 | 1.23 | -4.72 | 5.87 | 0.72 |
XBRL data filed with the SEC. The fourth fiscal quarter is calculated as the full year minus the previous three quarters.
0 = the lowest in the universe, 100 = the highest. It describes how the stock has behaved, not whether to buy or sell it. Screen stocks by factors
More cautious than in the previous 10-Q (2026-04-17: +8, -13 points)
10-Q of 2026-07-17 · 17.5% positive sentences, 25.9% negative · 143 sentences analysed
Index from −100 to +100 calculated with FinBERT on the results discussion (MD&A). The change matters more than the level: some sectors always sound more cautious.
| Fundsmith · Terry Smith
held since Q2 2026 |
3.7% | $499.1M | new |
| Coatue Management · Philippe Laffont
held since Q3 2023 or earlier |
0.7% | $336.3M | -32% |
| ARK Investment Management · Cathie Wood
held since Q4 2025 |
0.1% | $16.1M | = |
| Soros Fund Management · George Soros
held since Q1 2026 |
0.1% | $3.3M | = |
| Markel Group · Tom Gayner
held since Q2 2026 |
0.0% | $2.9M | new |
| Bridgewater Associates · Ray Dalio | — | sold | |
| Tiger Global · Chase Coleman | — | sold |
Weight in each fund's portfolio and change vs. the previous quarter, from its latest 13F.
All material events for NFLX →
Source: SEC EDGAR. Automatic comparison of the risk factors section; it may contain extraction errors. Always check the original document. For information purposes only; not investment advice.