Netflix Reports Third-Quarter Results After Tuesday's Close; Company Has Guided Revenue to $12.86 Billion and Operating Margin to 33.2%

Netflix will report its third-quarter 2026 results after the U.S. market close on Tuesday, October 20. According to Zacks, the company has guided third-quarter revenue to $12.86 billion, implying growth of about 12% (11% on an FX-neutral basis) driven by membership gains, pricing and advertising, and expects an operating margin of 33.2%, up from 28.2% in the year-ago quarter.
Analyst consensus sits close to the company's guidance. Zacks puts the consensus revenue estimate at $12.87 billion, up 11.84% year over year, with the consensus earnings estimate at $0.82 per share, unchanged over the past 30 days. MarketBeat's compiled analyst expectations likewise call for earnings of about $0.82 per share on revenue of $12.87 billion.
In the second quarter, reported on July 16, Netflix posted revenue of $12.56 billion and earnings of $0.80 per share, slightly above the consensus estimate of $0.79, with revenue up 13.4% year over year. Zacks said Netflix's U.S. upfront advertising commitments have nearly doubled, supporting the company's target of roughly $3 billion in 2026 advertising revenue.
Shares traded at about $70.36 on Friday afternoon, down $2.25, or 3.10%, from the previous close of $72.61, within an intraday range of $69.76 to $71.91, according to FinanceBuzz. (GSM, from Zacks and FinanceBuzz reporting)
Published by GSM · USA (original Chinese edition)
Photo: 图:Netflix位于加州Los Gatos的总部大楼资料照片。照片:Coolcaesar,Wikimedia Commons,CC BY-SA 3.0。Photo: Netflix headquarters in Los Gatos, California (file photo). Photo by Coolcaesar via Wikimedia Commons, CC BY-SA 3.0.

