Company facts
- Industry
- Services-Video Tape Rental
- Headquarters
- Los Gatos, California
- Most recent report
- 10-Q, filed Oct 21, 2026
- Incorporated
- Delaware
- Filings on record
- 1,003+ filings
- On EDGAR
- CIK 1065280
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 13
News 8 of 31
Prospectuses and Registrations 7
- 424B5 Prospectus supplement for an offering Jul 21, 2026
- FWP Free writing prospectus Jul 20, 2026
- 424B2 Prospectus supplement for an offering Jul 20, 2026
- 424B5 Prospectus supplement for an offering Jul 31, 2024
- FWP Free writing prospectus Jul 30, 2024
- 424B2 Prospectus supplement for an offering Jul 30, 2024
- S-3ASR Automatic shelf registration Jul 29, 2024
Proxies 8
- DEFA14A Extra proxy material Apr 16, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 16, 2026
- PX14A6G Shareholder's own proxy material Jun 3, 2025
- PX14A6G Shareholder's own proxy material Apr 21, 2025
- DEFA14A Extra proxy material Apr 17, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 17, 2025
- DEFA14A Extra proxy material Apr 18, 2024
- DEF 14A Proxy statement for a shareholder vote Apr 18, 2024
Ownership 8 of 905
- 144 Notice of a proposed sale of restricted stock Nov 9, 2026
- 4 Insider reported a trade Nov 5, 2026
- 4 Insider reported a trade Nov 5, 2026
- 4 Insider reported a trade Nov 5, 2026
- 4 Insider reported a trade Nov 5, 2026
- 4/A Insider reported a trade, amended Nov 5, 2026
- 4 Insider reported a trade Nov 4, 2026
- 144 Notice of a proposed sale of restricted stock Nov 4, 2026
Other 8 of 39
What to read: Sep 2026 10-Q
SECSift found 2 of 15 sections worth reading, with 0 positive, 6 notable, and 0 negative flags.
Notes to Consolidated Financial Statements
Contains key financial data: revenue, EPS, buybacks, debt, and a $2.8B termination fee.Item 2
Full MD&A with detailed financial results, segment data, and liquidity analysis.Notable- Cost of revenues fell 1% in Q3 2026 due to a $619M Brazil tax expense in the prior year, masking a $233M content amortization increase.
- General and administrative expenses rose 19% YTD 2026, partly due to higher legal fees and transaction costs from the WBD deal.
- No amounts drawn on $3B revolving credit facility or $3B commercial paper program as of September 30, 2026.
What changed: Sep 2026 vs. Jun 2026
About 3% of NFLX's Sep 2026 10-Q is new information. 8 paragraphs were added, 137 changed, and 21 removed. Below are the most important lines SECSift identified.
New
Changed
- Debt rose to $15.3 billion from $14.4 billion, and tranches increased to thirteen from twelve.
- Interest rate fair value hedge notional rose from $1.4B in June to $2.4B in September 2026.
- Content cost hedge AOCI sensitivity to a 10% USD strengthening changed to $307 million from $311 million as of Sep 30, 2026 vs Jun 30, 2026.
- Cost of revenues decreased 1% to $6,079,016 for Q3 2026 vs Q3 2025, compared to a 13% increase in prior Q2.
- Deferred revenue fell $17 million from $1,797M in June to $1,780M in September 2026.
- Interest rate swap notional rose to $2,400 million from $1,400 million, and annual interest expense impact from a 1% SOFR increase rose to $24 million from $14 million.
- Revenue hedge AOCI sensitivity to a 10% USD weakening changed to $2,423 million from $2,490 million as of Sep 30, 2026 vs Jun 30, 2026.
- Change-of-control repurchase offer now only for certain notes with ratings decline, not all notes.
- Exhibit 101 now references quarter ended September 30, 2026, up from June 30, 2026.
- Exhibit 104 now references quarter ended September 30, 2026, up from June 30, 2026.
Everything here comes from Netflix Inc's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 21, 2026, from the 10-Q for Sep 2026.