Netflix (NASDAQ: NFLX) beats the adjusted EPS consensus of approx. $0.79 per share in its Q2-2026 earnings release (July 16, 2026)
Hit
✦ AI-generated prediction
Published on 14. July 2026
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Predicted for 16. July 2026
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Based on: Historical Cycle
Netflix reports Q2-2026 results on July 16 after market close. Wall Street consensus: EPS $0.79, revenue $12.58B (+13.5% YoY). Company's own guidance of $0.78 sits below consensus — a classic sandbagging signal. Netflix benefited in Q2 from WC 2026 streaming uplift and a growing ad business (target: $3B ad revenue for 2026). Risk factors: stock YTD -19%, Bernstein cut price target to $100 citing subscriber pressure. Netflix beat consensus in 2 of the last 4 quarters. Calibrated probability: ~58%.
Data basis for this prediction
- Hudson Labs: Netflix NFLX Q2 2026 Earnings Preview, EPS-Konsens 0,79 USD (Stand 14.07.2026)
- MoneyCheck: Netflix NFLX Stock Faces Critical Q2 Earnings Test on July 16 After 19% Decline (Stand 14.07.2026)
- StockTitan: Netflix to Announce Q2 2026 Financial Results – Termin 16.07.2026 (15.06.2026)
- Variety: Netflix Q1 2026 Revenue Up 16 %, eigene FY-Guidance-Basis (15.04.2026)
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 meldete für Q2 2026 am 16. Juli 2026 einen bereinigten EPS von 0,80 USD je Aktie und übertraf damit den Wall-Street-Konsens von 0,79 USD knapp um einen Cent (+1,48 %). Der Übertreffer wurde u. a. durch günstige Content-Amortisierungseffekte und eine operative Marge von 33,4 % getragen. Der Umsatz mit 12,56 Mrd. USD verfehlte den Konsens (12,57–12,59 Mrd. USD) jedoch minimal. Die Aktie fiel dennoch deutlich im Nachhandel, da der Q3-Ausblick schwächer als erwartet ausfiel. Quellen: CNBC (cnbc.com/2026/07/16/netflix-nflx-earnings-q2-2026.html), Variety, Shacknews, 247WallSt.
📈 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.