Coverage summary
Aardvark Labs Capital Research has covered Netflix (NFLX) since April 18, 2025. The company is in the Communication Services sector. This page lists 8 reports: 7 earnings recaps and 1 earnings preview.
The latest is the Q3 2026 Earnings Recap, published October 22, 2026. The current rating is Outperform, the same in every report since coverage began.
Translations: 7 in Chinese, 1 in Japanese and 1 in Korean.
The Excel model for NFLX holds 21 quarters and 5 fiscal years of history and 7 quarters and 5 fiscal years of projections. It was last updated September 27, 2026.
All NFLX reports
Recap: Q3 2026
Growth Held at 12%, the Ad Target Did Not, and the Content Chief Is Out: Maintain Outperform, Fair Value $69–81
Recap: Q2 2026
Clean Beat, Record Buyback, 52-Week Low: The Growth-Peak Debate Finally Arrives
Recap: Q1 2026
WBD Risk Cleared, Core Delivers — Q2 Margin Compression Is Seasonal, Not Structural
Flashcap: Q1 2026
The Termination Fee Flatters the Headline; the Q2 Content Ramp Spooked the Street — 10% After-Hours Selloff on an Operationally Intact Quarter Is the Setup, Not the Warning
Recap: Q4 2025
The Margin Machine Delivers FY2025, Then Drops an $83B Bet on WBD — Pullback Improves Entry
Recap: Q3 2025
Brazil Tax Noise Masks a Business That Is Actually Accelerating
Recap: Q2 2025
Beat-and-Raise With 34% Margins, but the Street Wanted More at 48x Forward
Recap: Q1 2025
The Margin Inflection Is Real: Netflix Posts a 350bps Operating Margin Beat and Enters a New Profitability Phase