NETFLIX INC(NFLX)— Stock Profile, AI Score & Financials
Communication Services · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
NETFLIX INC (NFLX) stock profile, AI quality score, and SEC EDGAR financial data, a Communication Services sector company. 13F Pro's AI-powered ranking engine scores NFLX at 78.8/100 on a 32-signal composite quality model, placing it at rank #50 of 2,960 stocks — the top 5% of the AI-ranked universe. NFLX scores in the top quartile across balance sheet strength (97.5), revenue scale (96.8), profitability (90.0). Based on the latest XBRL financial filings (Q2 2026), NETFLIX INC reports quarterly revenue of $12.6B, net income of $3.4B, an operating margin of 33.4%. Top institutional holders of NFLX by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. NFLX trades on the Nasdaq exchange and files with the SEC under CIK 1065280. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate NFLX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for NETFLIX INC directly from SEC EDGAR.
AI Quality Score
78.8/100
AI Rank
#50
Revenue
$12.6B
Net Income
$3.4B
Free Cash Flow
$1.5B
Operating Margin
33.4%
NFLX key financials by period
NETFLIX INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$45.2B
$11.0B
29.5%
FY 2024
10-K
$39.0B
$8.7B
26.7%
FY 2023
10-K
$33.7B
$5.4B
20.6%
FY 2022
10-K
$31.6B
$4.5B
17.8%
FY 2021
10-K
$29.7B
$5.1B
20.9%
FY 2020
10-K
$25.0B
$2.8B
18.3%
Institutions holding NFLX
Institutional investors reporting a position in NETFLIX INC on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-17 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 revenue rose 13% to $12.56B on membership growth, price increases and advertising, but operating margin slipped to 33.4% as technology and marketing spend outgrew revenue.
Biggest Revenue Drivers
United States and Canada (UCAN)$5.43B+10% YoY
Growth in memberships, price increases, and increased advertising revenue
Europe, Middle East, and Africa (EMEA)$4.03B+14% YoY
Reported growth of 14% vs 11% on a constant currency basis
Biggest Revenue Drivers
Total revenue: $12.56B+13% YoY
United States and Canada (UCAN)$5.43B+10% YoY
Growth in memberships, price increases, and increased advertising revenue
Europe, Middle East, and Africa (EMEA)$4.03B+14% YoY
Reported growth of 14% vs 11% on a constant currency basis
Latin America (LATAM)$1.58B+21% YoY
Reported growth of 21% vs 16% on a constant currency basis
Asia-Pacific (APAC)$1.51B+16% YoY
Reported growth of 16% vs 18% on a constant currency basis
Largest Expense Items
Cost of revenues$6.04B+13% YoY
Primarily a $479 million increase in content amortization relating to existing and new content
Technology and development$1.01B+22% YoY
Primarily a $142 million increase in personnel-related costs
Sales and marketing$824M+16% YoY
$71 million more marketing expense plus $47 million higher personnel costs from advertising sales headcount growth
General and administrative$499M+13% YoY
A $26 million increase in personnel-related costs and $19 million increase in third-party expenses
Margins: Operating margin fell to 33.4% from 34.1%, a decrease of roughly one percentage point, driven by technology and development and sales and marketing expenses growing faster than revenue. Cost of revenues held at 48% of revenue.
Watch Items from the Filing
Content obligations total $25.1 billion, with $11.9 billion due within twelve months; unknown future title obligations could add $1–4 billion over three years.
Non-U.S. currencies were 57% of revenue but only 30% of operating expenses for the six months; hedging reduced Q2 revenue by $48 million.
The $2.8 billion WBD termination fee sits in first-quarter other income, not Q2; Q2 operating cash flow fell 28% to $1.74 billion.
Repurchased 52.9 million shares for $4.7 billion in the quarter; $27.1 billion remains under the April 2026 authorization of an additional $25 billion.
Effective tax rate rose to 16% from 14% on lower excess tax benefits from stock-based compensation; $729 million paid on Brazil non-income tax assessments year-to-date.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
