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Netflix Inc SEC Filings

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Welcome to our dedicated page for Netflix SEC filings (Ticker: NFLX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The Netflix, Inc. (NASDAQ: NFLX) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, including current reports on Form 8-K that describe material events and key corporate actions. The supplied filings show how Netflix uses these documents to report significant transactions, capital structure changes, executive compensation arrangements and financing agreements.

One major focus in recent filings is the Agreement and Plan of Merger with Warner Bros. Discovery, Inc. (WBD). A Form 8-K dated December 5, 2025, outlines the structure of the planned transaction, including WBD’s internal reorganization, the separation and distribution of its Global Linear Networks business, and the subsequent merger of a Netflix subsidiary with WBD. The filing details how each share of WBD common stock will be converted into cash and Netflix stock according to an exchange ratio formula, and explains the treatment of WBD stock options, restricted stock units, performance-based units, deferred stock units and notional units in connection with the merger.

Another Form 8-K dated December 19, 2025, describes Netflix’s Senior Unsecured Revolving Credit Agreement and Senior Unsecured Delayed Draw Term Loan Credit Agreement. These credit facilities provide unsecured revolving and delayed draw term loan capacity that can be used to fund the cash portion of the merger consideration, pay transaction-related fees and expenses, refinance certain indebtedness and support working capital and general corporate purposes. The filing summarizes key terms such as interest rate options, financial covenants and events of default.

Additional 8-K filings in the supplied data cover a ten-for-one forward stock split implemented through an amendment to Netflix’s certificate of incorporation, changes to the Executive Officer Severance Plan, and amendments to outstanding restricted stock unit and performance-based restricted stock unit awards for senior executives. These documents explain how severance benefits and equity awards are structured in scenarios such as retirement, qualifying terminations and change-in-control protection periods.

On Stock Titan, users can review these SEC filings in sequence to understand how Netflix reports its merger agreement with WBD, discloses new debt facilities, and documents governance and compensation changes. AI-powered tools can help summarize long merger and credit agreements, highlight key terms such as exchange ratios and covenants, and surface items like stock split details or executive award modifications without requiring readers to parse every page of the underlying filings.

Rhea-AI Summary

Netflix director Ann Mather received a grant of 679 non-qualified stock options to buy Netflix common stock. The options have an exercise price of $92.06 per share and expire on May 1, 2036. This is an equity compensation award, not an open-market trade.

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NETFLIX INC director Strive Masiyiwa received a new stock option grant. On May 1, 2026, he was granted 679 non-qualified stock options, each giving the right to buy one share of Netflix common stock at an exercise price of $92.06 per share.

The options were granted at no cost at grant (price per option recorded as $0.00) and are scheduled to expire on May 1, 2036. After this grant, the filing shows Masiyiwa holding 679 derivative securities of this type, with no reported sales or exercises in this filing.

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NETFLIX INC director Reed Hastings reported a set of option and share transactions dated May 1, 2026. He exercised 407,550 non-qualified stock options at an exercise price of $9.738 per share, converting them into an equal number of Netflix common shares.

On the same date, he reported open‑market sales totaling 407,550 common shares at weighted average prices including $92.2830, $93.5427 and $94.1689 per share. The filing states these sales were made under a Rule 10b5‑1 trading plan adopted on August 8, 2023. Separately, a trust identified as the Hastings‑Quillin Family Trust holds 21,159,576 Netflix shares indirectly as of the same date.

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NFLX submitted a Form 144 notice for the proposed sale of 407,550 shares of Common Stock on 05/01/2026 tied to an exercise of stock options. The filing lists the sale method as cash and includes recent past sales by named holders in the prior three months.

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Vanguard Capital Management reported beneficial ownership of 316,347,733 shares of Netflix Inc common stock, representing 7.49% of the class. The filing states sole power to vote on 41,947,081 shares and sole dispositive power over 316,347,733 shares. The report describes holdings as exercised on behalf of Vanguard funds and managed accounts and is signed on 04/30/2026.

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Netflix, Inc. disclosed that its Board of Directors has authorized the repurchase of an additional $25 billion of its common stock. This new authorization has no expiration date and is in addition to the share repurchase program approved in December 2024.

The company had approximately $6.8 billion remaining under the December 2024 authorization as of March 31, 2026. Repurchases may be made in the open market under Rule 10b-18, through Rule 10b5-1 trading plans, privately negotiated deals, accelerated stock repurchase plans, block purchases, or similar techniques, in amounts management deems appropriate.

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Netflix, Inc. reported strong Q1 2026 results with a major one-time gain. Revenues rose 16% year over year to $12,249,757 (in thousands), while operating income increased to $3,956,997 (in thousands), lifting operating margin to 32.3% from 31.7%.

Net income jumped to $5,282,791 (in thousands), up 83%, primarily driven by a $2.8 billion termination fee received after Warner Bros. Discovery ended its merger agreement with Netflix. Core operations also expanded, with higher content amortization and increased spending on marketing, technology, and general and administrative functions.

Cash, cash equivalents, restricted cash and short-term investments increased to $12,295,551 (in thousands) as of March 31, 2026, while total content obligations were $24,139,431 (in thousands), reflecting Netflix’s continued heavy investment in licensed and produced content.

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Filing
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annual report
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Netflix, Inc. is asking stockholders to vote at its June 4, 2026 virtual annual meeting on director elections, auditor ratification and executive pay. The proxy highlights 2025 results, including over 325 million paid memberships, approximately $45.2 billion in revenue, about 16% year-over-year growth and an operating margin of 29.5%.

Operating income exceeded $13.3 billion, net cash from operating activities was over $10.1 billion, and advertising revenue more than doubled to over $1.5 billion. Netflix reports 96 billion viewing hours in the second half of 2025 and notes Reed Hastings will not stand for re-election as a director.

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Netflix, Inc. filed a current report detailing two main updates. First, the company announced that it released its financial results for the quarter ended March 31, 2026, with more detail and non-GAAP reconciliations provided in a Letter to Shareholders attached as Exhibit 99.1.

Second, Netflix disclosed that on April 10, 2026, Chairman and director Reed Hastings informed the company he will not stand for re-election at the 2026 annual meeting of stockholders. His current term will continue through the meeting, and the company states his decision is not due to any disagreement with Netflix.

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FAQ

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

StockTitan tracks 250 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 May 4, 2026.