Netflix Inc

Company facts

Industry

Services-Video Tape Rental

Headquarters

Los Gatos, California

Most recent report

8-K, filed Jul 30, 2026

Incorporated

Delaware

Filings on record

1,013+ filings

On EDGAR

CIK 1065280

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 3 of 15 sections worth reading, with 3 positive, 4 notable, and 1 negative flags.

• Notes to Consolidated Financial Statements

  Financial notes with Q2 results, $2.8B breakup fee, $25B buyback, and new hedges.
  Positive

  • Spent $5.9B on stock repurchases in H1 2026, including $4.7B in Q2.
  Notable

  • Entered interest rate swaps on $1.4B debt to hedge fair value risk.
  • Received $2.8B termination fee from WBD after failed merger.
  • Stock-based compensation jumped to $131M in Q2 from $81M a year ago.

• Item 2

  Revenue growth, margin shift, $5.9B buybacks, WBD fee, Brazil tax, and $3.15B debt due.
  Positive

  • Board authorized another $25B in share repurchases in April 2026; $27.1B remains available.
  Notable

  • $3.15B of debt principal and interest due in the next 12 months; content obligations $11.9B due.
  Negative

  • $729M in non-routine payments for prior-period non-income tax assessments in Brazil during H1 2026.

• Unregistered Sales and Repurchases (Item 2)

  New $25B buyback, 52.9M shares repurchased at declining prices in Q2 2026.
  Positive

  • New $25B authorization and 52.9M shares repurchased in Q2 2026, nearly 4x Q1's 13.5M shares, at declining prices.

What changed: Jun 2026 vs. Mar 2026

About 13% of NFLX's Jun 2026 10-Q is new information. 31 paragraphs were added, 122 changed, and 14 removed. Below are the most important lines SECSift identified.

• Notes to Consolidated Financial Statements 44
• Item 2 37
• Item 3 8
• Item 5 3
• Item 6 3
• Item 4 1