---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000800792.md"
description: "$Netflix(NFLX.US) -7.7% AH after posting 2Q results in line with consensus but offering 3Q and FY’26 guidance that missed expectations.   Mgmt is blaming the 2026 Winter Olympics and World Cup for its misses but investors will continue to focus on NFLX’ lack of new content. 2Q results:- Revs $12.56B vs $12.58B est- Adj EPS $.80 vs $.79 est- Operating income $4.19B vs $4.13B est- Operating margin 33.4% vs 33.0% est3Q guidance:- Revs $12.86B vs. $13.0B est- Adj EPS $.82 vs $.84 est- Operating income $4.27B vs $4.36B estFY’26 guidance:- Revs $51.0B-$51.4B vs $50.7B-$51.7B prior ($51.4B est)- FY rev growth 13-14% vs 12-14% prior- Advertising rev unch’d at $3B NFLX mgmt will likely try to get investors to focus on 2026/1H hours viewed (+2% vs +1.5% in 2025/1H) but to me this level of unit growth is unimpressive.  That said, if the company can deliver +10-12% long-term rev growth and +15-17% long-term eps growth (consensus), it looks cheap at 19.4x 2026 Adj EPS."
datetime: "2026-07-16T20:55:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000800792.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000800792.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000800792.md)
author: "[Gary Black Tracker](https://longbridge.com/en/profiles/17077344.md)"
generator: "portal-rs"
---

# $Netflix(NFLX.US) -7.7% AH after posting 2Q result…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**