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NETFLIX (NFLX) SEC Filings, Oct 2-27, 2026

NFLX NASDAQ

Netflix, Inc. filings document operating results, governance, capital structure and material corporate events for the streaming entertainment company. The records include 8-K material-event reports covering quarterly results, non-GAAP reconciliations, share-repurchase authorizations and material definitive agreements or terminations. Proxy materials address board structure, director elections, executive compensation, stockholder voting matters and governance policies.

Other disclosures describe capital structure, including common stock listed on the Nasdaq Global Select Market, unsecured revolving credit arrangements, risk factors and changes involving directors or officers.

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Netflix (NFLX) director Bradford L. Smith exercised four non-qualified stock option tranches on October 26, 2026: 4,900 shares at $12.7490, 4,440 at $14.0780, 4,380 at $14.2650 and 4,260 at $14.6920 per share. Corresponding common-stock acquisitions were reported for each tranche.

Smith sold 17,980 shares in three transactions that day: 11,980 at a weighted average $63.5490 per share, 1,800 at $64.6100 and 4,200 at $65.1376. The transactions were made under a Rule 10b5-1 trading plan adopted July 24, 2026.

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Netflix, Inc. director Bradford Smith reported a proposed sale of 17,980 common shares, with an approximate sale date of October 26, 2026, and an aggregate market value of $1,183,983.00. The securities details list 17,980 common shares acquired from the issuer through exercise of stock options, with cash as the payment form. Morgan Stanley Smith Barney LLC is named in the broker information.

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Netflix reported third-quarter 2026 revenue of $12.874 billion, up 12% year over year, and net income of $3.664 billion, up 44%. Operating income was $4.459 billion, up 37%, while operating margin was 34.6%, compared with 28.2% a year earlier. Subscription revenue increased $1.057 billion, reflecting membership and pricing gains, and advertising revenue increased $256 million.

For the first nine months, revenue was $37.684 billion, up 14%, and operating cash flow was $10.196 billion. The period included a $2.8 billion termination fee recorded in first-quarter other income after Warner Bros. Discovery terminated the proposed acquisition agreement; Paramount Skydance paid the fee on WBD’s behalf. Netflix also completed a separate acquisition for approximately $587 million in cash. It repurchased 130,349,765 shares for $10.7 billion in the nine months, with $22.3 billion remaining available under its repurchase authorization. At September 30, cash, cash equivalents, restricted cash and short-term investments totaled $8.226 billion, down 9% from December 31, 2025, while short- and long-term debt was $15.132 billion, up 5%.

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Netflix, Inc. announced financial results for the quarter ended September 30, 2026. The accompanying shareholder letter includes non-GAAP financial information and a tabular reconciliation to GAAP measures. Netflix said it cannot reconcile forward-looking non-GAAP measures because it cannot predict the exact amount or timing of reconciling items, including property and equipment and currency exchange-rate changes; it said variability in these items could significantly affect future GAAP results.

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Netflix (NFLX) director Jay C. Hoag received a grant of a non-qualified stock option covering 921 shares of common stock on October 1, 2026. The option has an exercise price of $67.85 per share and expires October 1, 2036. Hoag's reported post-grant position was 921 options.

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Netflix (NFLX) director Elinor Mertz received a grant of 922 non-qualified stock options on October 1, 2026, covering 922 shares of common stock. The options carry a $67.85 per-share exercise price and expire October 1, 2036. The reported resulting position for this award was 922 options. This was an option award, not a reported purchase of common shares.

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Susan E. Rice, a Netflix Inc. director, received a grant of 921 non-qualified stock options on October 1, 2026. The options cover 921 shares of Netflix common stock, have a $67.85 exercise price, and expire October 1, 2036. Her reported direct option position after the grant was 921 options.

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Netflix (NFLX) director Richard N. Barton received a grant of 921 non-qualified stock options on October 1, 2026. The options have an exercise price of $67.85 per share and expire October 1, 2036; the reported resulting option position is 921 options.

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Netflix (NFLX) director Ann Mather acquired a grant of 921 non-qualified stock options on October 1, 2026, covering 921 shares of common stock. The options have a $67.85 per-share exercise price and expire October 1, 2036; her reported post-transaction position was 921 options. This was an option grant, not a reported common-stock purchase or sale.

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Netflix (NFLX) director Strive Masiyiwa received a compensation-related grant of 921 non-qualified stock options to acquire common stock on October 1, 2026. Each option has a $67.85 per-share exercise price and an expiration date of October 1, 2036. The grant is listed as directly held, with a reported resulting position of 921 options.

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FAQ

How many NETFLIX (NFLX) SEC filings are available on StockTitan?

StockTitan tracks 324 SEC filings for NETFLIX (NFLX), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for NETFLIX (NFLX)?

The most recent SEC filing for NETFLIX (NFLX) was filed on October 27, 2026.