Netflix Inc. (NFLX) Q2 FY2026 8-K Filings and Company Events
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PeriodQ2 FY2026
Published
This page digests the material Form 8-K filings Netflix Inc. (NFLX) has made over roughly the trailing five quarters: earnings releases, management and board changes, capital returns, financing, and governance actions. Each item cites the SEC accession number of the filing it came from. It is current through Q2 FY2026, the period ended 2026-06-30, as reported in the 10-Q filed with the SEC.
Filings that contain financial statements
- 8-K, accession 0001065280-26-000033 (filed January 20, 2026; reports Q4/full-year 2025). Exhibit 99.1 (Letter to Shareholders) contains a summary results table and full Consolidated Statements of Operations, Consolidated Balance Sheets, and Consolidated Statements of Cash Flows for the quarter and year ended December 31, 2025.
- 8-K, accession 0001065280-26-000137 (filed April 16, 2026; reports Q1 2026). Exhibit 99.1 contains the same set of full consolidated financial statements for the quarter ended March 31, 2026.
- 8-K, accession 0001065280-26-000211 (filed July 16, 2026; reports Q2 2026). Exhibit 99.1 contains the same set of full consolidated financial statements for the quarter ended June 30, 2026.
The Warner Bros. Discovery transaction: signed, restructured, then terminated
- December 5, 2025 (8-K, accession 0001193125-25-308651; period December 4, 2025). Netflix, a merger subsidiary, Warner Bros. Discovery, Inc. ("WBD") and a newly formed WBD holding company entered into an Agreement and Plan of Merger under which Netflix would acquire WBD's Streaming & Studios businesses following a separation and distribution of WBD's Global Linear Networks business to WBD stockholders. Consideration was $23.25 per WBD share in cash plus Netflix stock (exchange ratio formula tied to Netflix's trading price), implying a Company Termination Fee payable by WBD to Netflix of $2.8 billion and a reverse termination fee payable by Netflix to WBD of $5.8 billion under specified circumstances. Netflix also obtained up to $59 billion of senior unsecured bridge financing commitments to fund the cash portion.
- December 5, 2025 (8-K/A, accession 0001193125-25-309911). Amended the December 5 filing solely to attach a previously omitted exhibit (schedule) to the merger agreement; the merger agreement filed with the amendment supersedes the original exhibit. No change to deal terms.
- December 22, 2025 (8-K, accession 0001193125-25-327462; period December 19, 2025). Netflix entered a $5 billion senior unsecured revolving credit agreement and a $20 billion senior unsecured delayed draw term loan credit agreement (split into $10 billion two-year and $10 billion three-year tranches), both intended to fund the WBD merger consideration; the commitments under these facilities reduced the earlier bridge commitments dollar-for-dollar to $34 billion (no amounts were drawn on either facility).
- January 20, 2026 (8-K, accession 0001193125-26-015951; period January 19, 2026). Netflix, WBD and related entities entered an Amended and Restated Agreement and Plan of Merger, revising the deal to an all-cash structure of $27.75 per WBD share (removing the stock component). Deal mechanics, termination fees ($2.8 billion payable by WBD, $5.8 billion payable by Netflix), and the End Date (March 4, 2027, with two possible three-month extensions) were otherwise unchanged from the original agreement. Netflix increased its bridge facility commitments from $34.0 billion to $42.2 billion to fund the now all-cash consideration.
- February 27, 2026 (8-K, accession 0001193125-26-082247; period February 27, 2026). WBD notified Netflix that a revised proposal from Paramount Skydance Corporation constituted a "Company Superior Proposal" under the merger agreement. Netflix waived its match-right negotiation period. WBD then terminated the amended merger agreement to enter into a definitive agreement with Paramount Skydance, and Paramount Skydance paid Netflix the $2.8 billion termination fee on WBD's behalf. As a result, Netflix's related financing commitments, the bridge commitment letter, the incremental commitments agreement, the December 2025 revolving credit agreement, and the delayed draw term loan credit agreement, all automatically terminated per their terms. The proposed Netflix–WBD acquisition did not close.
Completed acquisition: InterPositive, unrelated to, and separate from, the terminated WBD transaction above
- March 2026 (10-Q, accession 0001065280-26-000212; Note 6 "Acquisitions," period ended June 30, 2026). Netflix completed an acquisition, accounted for as a business combination, for a total purchase price of approximately $587 million, consisting entirely of cash consideration; the cash flow statement shows a $585.7 million "Acquisitions" outflow in the six months ended June 30, 2026. The 10-Q does not name the target and discloses no purchase price allocation or goodwill/intangible-asset split. The target is named in the April 16, 2026 Q1 2026 results release (8-K, accession 0001065280-26-000137, Exhibit 99.1), which states that in March 2026 Netflix announced its acquisition of InterPositive, an AI-powered filmmaking technology company founded by Ben Affleck, to give Netflix's creative partners a broader set of GenAI tools; that release does not itself state a purchase price. This is a distinct, unrelated transaction from the Warner Bros. Discovery merger described above, which was terminated on February 27, 2026 and never closed, the two should not be conflated.
Earnings and guidance
- January 20, 2026 (8-K, accession 0001065280-26-000033; Q4/FY2025 results, furnished, not filed). Full-year 2025 revenue of $45.2 billion (+16% year over year), operating margin of 29.5% (+3 points), ad revenue up more than 2.5x to over $1.5 billion. Q4 2025 revenue grew 18% year over year to $12.05 billion; operating income rose 30% to $3.0 billion; diluted EPS was $0.56 (split-adjusted). Paid memberships crossed 325 million during the quarter. Company issued 2026 guidance of $50.7–$51.7 billion revenue (+12%–14%), standalone for Netflix and not inclusive of any Warner Bros. Discovery revenue; the 31.5% operating margin target embedded approximately $275 million of acquisition-related expenses, and closing the Warner Bros. transaction was listed among the company's 2026 priorities. This guidance predates the February 27, 2026 termination of that transaction.
- April 16, 2026 (8-K, accession 0001065280-26-000137; Item 2.02 and Exhibit 99.1 furnished, not filed; Item 5.02 filed). Q1 2026 revenue grew 16% year over year (+14% FX-neutral) to $12.25 billion; operating income grew 18% to $4.0 billion (32.3% margin). Diluted EPS was $1.23, versus a forecast of $0.76, driven in part by the $2.8 billion Warner Bros. termination fee recognized in interest and other income. Full-year 2026 guidance was reaffirmed at $50.7–$51.7 billion revenue and a 31.5% operating margin. Exhibit 99.1 also disclosed that in March 2026 Netflix announced its acquisition of InterPositive, an AI-powered filmmaking technology company founded by Ben Affleck (see the separate "Completed acquisition: InterPositive" item above, sourced to the Q2 2026 10-Q, for the $587 million completed purchase price).
- July 16, 2026 (8-K, accession 0001065280-26-000211; Q2 2026 results, furnished, not filed). Q2 2026 revenue grew 13% year over year (+12% FX-neutral) to $12.6 billion; operating margin was 33.4%. Diluted EPS was $0.80. Full-year 2026 revenue guidance was narrowed to $51.0–$51.4 billion with operating margin guidance unchanged at 31.5%. The company disclosed it repurchased $4.7 billion of stock in the quarter, its largest quarterly buyback to date, leaving $27.1 billion of remaining repurchase authorization.
Capital actions
- October 30, 2025 (8-K, accession 0001065280-25-000407; period October 30, 2025). Board approved a ten-for-one forward stock split; shareholders of record as of November 10, 2025 received nine additional shares per share held, effective after close of trading November 14, 2025, with split-adjusted trading beginning November 17, 2025.
- November 14, 2025 (8-K, accession 0001065280-25-000450; period November 14, 2025). Netflix filed the certificate of amendment effecting the stock split and increasing authorized common shares from approximately 4.99 billion to 49.9 billion.
- April 23, 2026 (8-K, accession 0001065280-26-000139; period April 22, 2026). Board authorized an additional $25 billion share repurchase program, on top of the December 2024 authorization (approximately $6.8 billion remaining as of March 31, 2026), both without expiration dates.
- July 22, 2026 (8-K, accession 0001193125-26-312575; period July 20, 2026). Netflix completed a registered public offering of $1 billion in principal amount of 5.250% senior unsecured notes due 2036, with proceeds intended to repay the company's outstanding 4.375% Senior Notes due 2026 at maturity and for general corporate purposes.
Governance and management
- October 30, 2025 (8-K, accession 0001065280-25-000408; period October 30, 2025). Compensation Committee approved an amended and restated Executive Officer Severance Plan (effective January 1, 2026, subject to individual consent) covering co-CEOs Ted Sarandos and Greg Peters, CFO Spencer Neumann, and Chief Legal Officer David Hyman, along with related amendments to outstanding RSU/PSU award terms, including expanded "Good Reason" termination triggers and post-termination retirement vesting provisions.
- April 10, 2026 (8-K, accession 0001065280-26-000137; Item 5.02, filed April 16, 2026). Reed Hastings, co-founder and Chairman of the Board, informed the Company he would not stand for re-election as a director at the Company's 2026 annual meeting of stockholders. His term expired at that meeting; he continued to serve as a director and Chairman of the Board until its conclusion. The filing states the decision was not the result of any disagreement with the Company.
- June 5, 2026 (8-K, accession 0001065280-26-000189; 2026 annual meeting results, June 4, 2026). Stockholders elected all twelve director nominees, ratified Ernst & Young LLP as auditor, and approved the advisory say-on-pay vote; stockholder proposals on written consent, ESG ROI reporting, "politicized brand misalignment" reporting, and cumulative voting were not approved. Reed Hastings, who did not stand for re-election, served as Chairman until the conclusion of the Annual Meeting; the Board then appointed Jay Hoag as Chairman effective at that conclusion, eliminating the separate Lead Independent Director role he had held since 2012.
- July 30, 2026 (8-K, accession 0001065280-26-000214; period July 26, 2026). Director Anne Sweeney resigned from the Board effective July 26, 2026; the filing states the resignation was not due to any disagreement with the company.
FAQ · Netflix 8-K filings and events
What has Netflix Inc. (NFLX) reported in its recent 8-K filings?
Netflix Inc. (NFLX): 8-K, accession 0001065280-26-000033 (filed January 20, 2026; reports Q4/full-year 2025). Exhibit 99.1 (Letter to Shareholders) contains a summary results table and full Consolidated Statements of Operations, Consolidated Balance Sheets, and Consolidated Statements of Cash Flows for the quarter and year ended December 31, 2025. 8-K, accession 0001065280-26-000137 (filed April 16, 2026; reports Q1 2026). Exhibit 99.1 contains the same set of full consolidated financial statements for the quarter ended March 31, 2026. 8-K, accession 0001065280-26-000211 (filed July 16, 2026; reports Q2 2026).
When does Netflix Inc. (NFLX) next file with the SEC?
Netflix Inc. (NFLX) is expected to file its next Form 10-Q with the SEC on or around October 23, 2026. That date is a projection rather than a company-announced date: it is derived from Netflix Inc.'s own filing history with the SEC, by taking the date the company filed the same fiscal period a year earlier and adding 52 weeks. The most recent periodic report on file is the 10-Q for Q2 FY2026, the period ended 2026-06-30, SEC accession 0001065280-26-000212.
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How this page was built
This page was built from 16 of Netflix Inc.'s own filings with the SEC, read one at a time. Nothing on it is taken from news coverage, analyst commentary or another website. Their accession numbers are cited inline, so any statement here can be traced to the filing it came from and checked against sec.gov.
A single company files thousands of pages with the SEC in a year, and no two companies file them the same way, so the reading and the assembly here are done by AI rather than by rules that break on the differences. Every pass is then audited back against the filings it came from before the page is published, and anything the filings do not support is left out and named rather than filled in. AI can still make mistakes. That is why the accession numbers are printed: the filing is the authority, and this page is a route to it.
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Built from Netflix Inc.'s SEC filings by Ticker Scout; accession numbers are cited throughout so every figure can be checked against sec.gov. Free to cite with attribution: Ticker Scout (tickerscout.ai). Not investment advice, see the Disclaimer.