Netflix (NFLX) will report third-quarter 2026 results on Oct. 20, with the company forecasting revenue of $12.86 billion, up 12% (11% F/X-neutral). The Zacks consensus is $12.87 billion in revenue and EPS of 82 cents, with operating margin projected at 33.2% versus 28.2% a year earlier. Pricing, advertising (targeting about $3 billion of 2026 ad revenue) and content costs are key factors, while headwinds include currency swings, competition from Apple, Amazon and Disney, view-hour growth of just 2% in the first half, and $1 billion of debt maturing later this year. Zacks ranks Netflix #4 (Sell) and its model does not predict an earnings beat; full-year revenue guidance is $51–$51.4 billion.
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