NF
Netflix Inc.
NFLX · Netflix Inc. · Media
Up next day
5/12
42%
Fell despite growth
4/12
Good earnings ignored
Avg earnings move
±7.8%
typical swing on earnings
Price when beating
+1.5%
avg over 9 beats
Biggest single move
+16.1%
'23.9 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 4 of 9 beats (44%)
Moves in line with results — fairly predictable
Avg +1.5% on a beat, -3.0% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 67% of last 12
vs Media sector avg (1 peers)
This
+0.3%
Sector
+1.8%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 6 of last 12 times (50%)
5xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 20After close
'26.9 expectedEst. EPS $0.82
Quarter ended 6/2026
Reported 2026-07-16
Next-day move
-7.3%
After 5 days -7.3%
vs Consensus$0.79→$0.80+1.4% beat
Beat by +1.4% but stock -7.3%
EPS
$0.80
YoY +11%
Revenue
$12.6B
YoY +13%
Next-Q guidance
—
N/A
Price around earnings
vs market -6.3%p3.3x normal — unusual drop-31% dip before
Earnings trend · last 12 quarters
EPS$0.80YoY +11%
'23.9'26.6
Revenue$12.6BYoY +13%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
5x42%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
7x58%
← ← Weak earningsStrong earnings → →
Even on good earnings, the price often fell — earnings poorly reflected · 7 of 12q (58%)
Community · NFLX
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