Free · no account · quoted from the filing

What changed in NFLX's 10-Q

Source: 10-Q filed 2026-07-17 · compared against 10-Q 2026-04-17. Every passage below is quoted verbatim from the filing itself.

Margins

This filing

Operating margin for the three months ended June 30, 2026 decreased by approximately one percentage point as compared to the prior comparative period.

Revenue

This filing

revenues for the three and six months ended June 30, 2026 as compared to the same periods in 2025, were impacted by favorable changes in foreign exchange rates, net of hedging.

Net income

This filing

Net income for the three months ended June 30, 2026 increased $276 million as compared to the prior comparative period, primarily due to a $418 million increase in operating income

Hedging

This filing

Total revenues are inclusive of hedging gains (losses) of $(48) million and $(180) million for the three and six months ended June 30, 2026

Pricing

This filing

pricing on our plans ranged from the U.S. dollar equivalent of $1 to $38 per month

What it means — the analyst reading

The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel, plus 1 further change without a quotable passage — is part of the Filing Change Monitor.

See the Filing Change Monitor →

Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.