NFLX is the ticker symbol for NETFLIX INC, a publicly traded Communication Services sector company listed on Nasdaq. 13F Pro tracks NFLX with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is NFLX a good stock to buy?

13F Pro's AI ranking engine scores NFLX at 78.9/100, ranked #44 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for NFLX is available at https://13fpro.ai/company/NFLX. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source NFLX data?

All NETFLIX INC fundamentals and ownership data come directly from SEC EDGAR. NETFLIX INC files with the SEC under CIK 1065280. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

NETFLIX INC NFLX

NasdaqMega CapCommunication Services

13F Pro quality score

Rank #44 of 2,925TOP 5%

Why it scores 79 Communication Services peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$12.87B

Quarter to Sep 30

Net income

$3.66B

Quarter to Sep 30

Free cash flow

$2.88B

Quarter to Sep 30

Operating margin

34.6%

Quarter to Sep 30

Top Institutional Holders

as of Q2 2026

$243.29B total

BlackRock, Inc.

$24.90B+0.7%

VANGUARD CAPITAL MANAGEMENT LLC

$19.64B+0.2%

STATE STREET CORP

$12.86B+4.9%

FMR LLC

$9.71B-33.6%

Invesco Ltd.

$9.67B+216.1%

GEODE CAPITAL MANAGEMENT, LLC

$7.85B+6.6%

MORGAN STANLEY

$7.12B+0.7%

PRICE T ROWE ASSOCIATES INC /MD/

$6.68B-5.5%

Capital World Investors

$6.24B-11.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

$5.36B-0.5%

Capital Research Global Investors

$4.91B+1.0%

NORGES BANK

$4.14B--

ALLIANCEBERNSTEIN L.P.

$3.37B-4.7%

JPMORGAN CHASE & CO

$3.27B-29.6%

NORTHERN TRUST CORP

$2.99B-1.9%

LOOMIS SAYLES & CO L P

$2.86B+5.4%

GOLDMAN SACHS GROUP INC

$2.75B+30.7%

BANK OF AMERICA CORP /DE/

$2.67B-35.4%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$2.41B+7.4%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$2.23B-7.9%

BANK OF MONTREAL /CAN/

$2.20B+16.2%

WELLINGTON MANAGEMENT GROUP LLP

$2.00B-21.0%

JENNISON ASSOCIATES LLC

$1.93B-3.4%

Bank of New York Mellon Corp

$1.91B-1.4%

Legal & General Group Plc

$1.89B-2.4%

See all 3,407 institutional holders →

What's Driving NFLX's Business? Latest 10-Q Breakdown

22/22 datapoints verified

AI-extracted from the 10-Q filed 2026-10-21 — Q3 FY2026 (quarter ended September 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Netflix's Q3 2026 revenue rose 12% to $12.9B and operating margin expanded to 34.6%, with net income up 44% to $3.7B.

Biggest Revenue Drivers

United States and Canada (UCAN)$5.6B+11% YoY

Growth driven by memberships and pricing increases in subscription revenue and advertising revenue.

Europe, Middle East, and Africa (EMEA)$4.1B+11% YoY

Growth driven by memberships and pricing increases in subscription revenue and advertising revenue.

Biggest Revenue Drivers

Total revenue: $12.9B+12% YoY

United States and Canada (UCAN)$5.6B+11% YoY

Growth driven by memberships and pricing increases in subscription revenue and advertising revenue.

Europe, Middle East, and Africa (EMEA)$4.1B+11% YoY

Growth driven by memberships and pricing increases in subscription revenue and advertising revenue.

Latin America (LATAM)$1.6B+17% YoY

Growth driven by memberships and pricing increases; constant currency change was +12%.

Asia-Pacific (APAC)$1.5B+12% YoY

Growth driven by memberships and pricing increases; constant currency change was +15%.

Largest Expense Items

Cost of revenues$6.1B-1% YoY

Decrease driven by lower non-income tax expense, as prior year included a $619M Brazil assessment, partially offset by $233M higher content amortization.

Technology and development$1.0B+21% YoY

Increase primarily due to a $136M increase in personnel-related costs.

Sales and marketing$837M+6% YoY

Increase primarily driven by a $42M increase in personnel-related costs from advertising sales headcount growth.

General and administrative$466M+2% YoY

Remained relatively flat versus prior year period.

Margins: Operating margin rose to 34.6% from 28.2%, driven by lower cost of revenues and revenue growth outpacing sales, marketing and G&A growth, partially offset by faster technology and development expense growth.

Watch Items from the Filing

Netflix had $15.3B of fixed-rate debt; a 1% SOFR increase would raise annual interest expense by about $24M on the $2.4B of swapped notes.
Content obligations total $25.2B, with $11.8B due within twelve months and $19.6B not yet recognized on the balance sheet.
57% of nine-month revenue was denominated in non-U.S. dollar currencies; a 10% USD strengthening would reduce AOCI on foreign exchange contracts by about $307M.
Share repurchases of $4.8B in the quarter and $22.3B of remaining authorization signal ongoing capital return to shareholders.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q3 2026

EDGAR

Net Income

Q3 2026

EDGAR

EPS (Diluted)

Q3 2026

EDGAR

Operating Margin

Q3 2026

EDGAR

ROIC

Q3 2026

EDGAR

Free Cash Flow

Q3 2026

EDGAR

Debt/Equity

Q3 2026

EDGAR

Financial Trends

Revenue & Net Income

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Earnings Per Share

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NETFLIX INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating 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%

About NETFLIX INC (NFLX): stock profile, AI score and financials

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 78.9/100 on a composite quality score built from its SEC filings, placing it at rank #44 of 2,925 stocks — the top 5% of the AI-ranked universe. NFLX scores in the top quartile across balance sheet strength (97.7), revenue scale (96.8), profitability (91.8). Based on the latest XBRL financial filings (Q3 2026), NETFLIX INC reports quarterly revenue of $12.9B, net income of $3.7B, an operating margin of 34.6%. 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.

Financials through the period ended Sep 30, 2026SEC EDGAR: CIK 1065280 →

NETFLIX INC NFLX

Top Institutional Holders

What's Driving NFLX's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

NFLX key financials by period

NFLX insiders

Congress trading in NFLX

About NETFLIX INC (NFLX): stock profile, AI score and financials

NETFLIX INC NFLX

Top Institutional Holders

What's Driving NFLX's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

NFLX key financials by period

Companies similar to NFLX

NFLX insiders

Congress trading in NFLX

About NETFLIX INC (NFLX): stock profile, AI score and financials