Netflix Inc. (NASDAQ: NFLX) Reports Total Revenue Above $13.0 Billion in Q3 FY2026 Earnings (July–September 2026, Expected ~October 15, 2026, confirmed by Netflix IR or Bloomberg by October 16, 2026)
Miss
✦ AI-generated prediction
Published on 19. September 2026
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Predicted for 15. October 2026
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Based on: Historical Cycle
Netflix reported actual Q3 2024 revenue of $9.825 billion; Q4 2024 was already $10.247 billion. At a sustained annual growth rate of approximately 15% – driven by ad-tier monetization, continued password-sharing crackdown uplift, and a growing live content portfolio – Q3 2026 revenue is estimated at $12.9–13.2 billion. The $13.0 billion threshold represents approximately 32% YoY growth vs. Q3 2024, which remains a conservative baseline. No prediction market found; calibrated on the growth trajectory of the last six completed quarters. Key downside risks: subscriber deceleration and FX headwinds from USD strength.
Data basis for this prediction
- Netflix Q3 2024 tatsächlicher Umsatz: 9,825 Mrd. USD (Netflix Investor Relations, Oktober 2024)
- Netflix Q4 2024 tatsächlicher Umsatz: 10,247 Mrd. USD (Netflix IR, Januar 2025)
- Netflix historischer Q3-Earnings-Termin: ca. 15. Oktober (2022, 2023, 2024 konsistent)
- Bloomberg/FactSet Netflix FY2026 Konsensschätzungen: ~15 % YoY-Wachstum erwartet
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Miss
Netflix meldete für Q3 2026 (Veröffentlichung: 20. Oktober 2026) einen Gesamtumsatz von 12,87 Mrd. USD (~12,9 Mrd. USD) – das entspricht einem YoY-Wachstum von ca. 12 % und liegt knapp unter der Schwelle von 13,0 Mrd. USD. Hauptgrund für das Verfehlen: Das Werbeumsatz-Ziel wurde verfehlt – Netflix senkte seine Prognose für 2026 von ~3,0 Mrd. USD auf ~2,7 Mrd. USD Ad-Revenue, da der Rollout von Werbe-Funktionalitäten langsamer verlief als erwartet. Zudem blieb das Umsatzwachstum mit ~12 % YoY deutlich hinter dem in der Vorhersage angesetzten ~32 % YoY zurück. Quellen: SEC Form 8-K Q3 2026 (sec.gov), Quiverquant ('Netflix Reports Q3 Revenue of $12.87 Billion'), MarketBeat Q3 2026 Earnings Report.
📈 Economy
✦ AI
Take-Two Interactive reports Q2 FY2027 (July–September 2026) results on November 9 after market close. Estimated analyst consensus: approx. -$0.45 EPS (heavy investment cycle around GTA VI and other AAA titles). TTWO has beaten consensus in 6 of the last 8 quarters; strong Recurrent Consumer Spending base (mobile, NBA 2K, GTA Online) consistently delivers positive surprises on cost discipline. Report date confirmed by TipRanks Earnings Calendar (as of Nov 8, 2026). Verification by TTWO Investor Relations or Bloomberg by November 10, 2026, 10:00 ET.
📈 Economy
✦ AI
Constellation Energy reports Q3-FY2026 tomorrow (November 9, 2026) before market open. TradingView and Gurufocus put the EPS consensus at $3.90/share, with revenue consensus at $9.23B. CEG has beaten estimates in 7 of the last 8 quarters — an 87.5% historical beat rate. Driver: Structurally rising nuclear power demand for AI data centers (e.g., Microsoft contracts) boosts reactor utilization and secures stable cash flows. Risk: Stock fell ~9% post-midterm results, reflecting repriced regulatory uncertainty that could overshadow near-term operational strength. Strong fundamentals and consistent beat history nevertheless support another consensus beat.
📈 Economy
✦ AI
Walmart has beaten EPS estimates for four consecutive quarters. The official consensus is $0.64/share — identical to the top of management guidance ($0.62–$0.64). Analysts average $0.72 (range $0.70–$0.73), anticipating another structural beat. Drivers: Robust US consumer (October CPI ~3.5–3.7%; September retail sales +0.8% MoM), ongoing grocery market share gains, and strong e-commerce and advertising growth. Risk: Management lowered full-year guidance after Q2; macro headwinds from elevated prices could compress volume mixes. The consistent beat history and structural tailwinds prevail.