Netflix, Inc.
NFLX
Jodie read · what matters now
Revenue increased 16.2% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to NFLX, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-17 against the comparable filing from 2025-04-18.
What improved
- Revenue increased 16.2% versus the comparable filing period.
- Operating margin improved 0.6 percentage points.
- Net income increased 82.8% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The increase in interest expense for the three months ended March 31, 2026 as compared to the three months ended March 31, 2025 was primarily driven by higher amortization of debt issuance costs, including approximately $85 million recognized in connection with the termination of financing arrangements associated with the WBD transaction.”
“Net cash used in investing activities for the three months ended March 31, 2026 increased $1,268 million as compared to the corresponding period in 2025, primarily due to a net decrease of $614 million in cash flows from maturities, sales and purchases of investments, coupled with net cash outflows for acquisitions for an aggregate amount of $586 million in the three months ended March 31, 2026, as compared to no acquisition-related cash flows in the corresponding period in 2025.”
“The increase in operating margin was primarily driven by revenue growth outpacing the growth in cost of revenues, partially offset by general and administrative, sales and marketing, and technology and development expenses growing at a faster rate relative to revenue growth.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind NFLX
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 17 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
NFLX is currently a Leader in the organic co-movement group Streaming Entertainment. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for NFLX; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.