Netflix Inc. (NASDAQ: NFLX) beats Non-GAAP EPS analyst consensus in Q3 FY2026 earnings (approx. October 15, 2026, confirmed by Netflix press release or Bloomberg)
Hit
✦ AI-generated prediction
Published on 28. August 2026
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Predicted for 15. October 2026
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Based on: Historical Cycle
Netflix has beaten EPS consensus in at least 7 of the last 8 quarters, driven by rapidly growing ad-supported tier revenue, global subscriber growth and live sports streaming (NFL Christmas games, boxing). Q3 2026 seasonally benefits from strong content releases and low churn rates. FactSet Q3 2026 consensus Non-GAAP EPS estimate is approx. $7.80–$8.20 per share. Historical beat rate of ~88% over the last 8 quarters implies ~70% probability.
Data basis for this prediction
- Netflix Q2 FY2026 Earnings Release – EPS Beat vs Konsens (Bloomberg, Juli 2026)
- FactSet Earnings Insight Q3 2026 Netflix EPS-Konsens ca. $7,80–$8,20 je Aktie (Stand Aug 2026)
- Bloomberg Netflix Earnings Kalender – Ergebnisdatum ca. 15. Oktober 2026
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: Hit
Netflix berichtete Q3 2026 am 20. Oktober 2026 (ca. 5 Tage später als prognostiziert) einen diluted EPS von $0,87 und übertraf damit den Analystenkonsens von $0,82 (Beat: +6,1%). Quellen: SEC 8-K vom 20.10.2026, MarketBeat, Investing.com, Yahoo Finance. Der im Prognosetext genannte EPS-Bereich von $7,80–$8,20 war fehlerhaft (Verwechslung von Pre- und Post-Split-Zahlen nach dem 10:1-Split 2022), ändert aber nichts an der Kernaussage 'EPS-Konsens-Beat', die klar eingetreten ist. Interessant: Trotz des Beats fiel die Aktie nach Börsenschluss, da der Werbeerlös-Ausblick ($2,7 Mrd. statt erwartet höher) enttäuschte – das war in der Vorhersage nicht abgedeckt.
📈 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.