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.
Netflix (NFLX): Director insider activity disclosed. On 10/31/2025, a director exercised 40,374 non‑derivative shares via option exercise at $98.3 per share and executed multiple open‑market sales the same day at weighted average prices disclosed across several ranges. These trades were made pursuant to a Rule 10b5‑1 trading plan adopted on 8/8/2023.
Following the transactions, the director reported 394 shares held directly and 2,154,241 shares held indirectly by a trust. In derivative activity, a non‑qualified stock option for 57 shares was awarded on 11/03/2025 at an exercise price of $1,100.09, expiring 11/03/2035, and the previously outstanding option exercised on 10/31/2025 covered 40,374 shares (exercisable 03/01/2016 to 03/01/2026).
Netflix Inc. (NFLX) Form 4: Chief Financial Officer Spencer Neumann reported multiple open‑market sales of common stock on 11/03/2025 pursuant to a Rule 10b5-1 trading plan adopted on 10/29/2024. The reported weighted average sale prices ranged from $1,118.15 to $1,126.35 across the transactions.
Following these sales, Neumann beneficially owned 3,691 shares of Netflix common stock, held directly. Each reported price reflects a weighted average, with underlying trades executed within the specific ranges noted in the footnotes.
Netflix (NFLX) reported an insider transaction by Chief Financial Officer Spencer Neumann. On 11/03/2025, he exercised 2,600 non-qualified stock options at an exercise price of $269.58 per share and executed multiple open-market sales the same day pursuant to a Rule 10b5-1 trading plan adopted on 10/29/2024.
The sales were completed in numerous small lots, each reported with a weighted average price for the trade range disclosed in the footnotes. Following these transactions, Neumann directly beneficially owns 3,931 shares of Netflix common stock.
Netflix, Inc. (NFLX) director Jay C. Hoag reported a grant of derivative securities on a Form 4. On November 3, 2025, he received 56 non‑qualified stock options with an exercise price of $1,100.09 per share.
The options are exercisable on November 3, 2025 and expire on November 3, 2035. The derivative position corresponds to 56 shares of common stock. Following this transaction, the filing shows 56 derivative securities beneficially owned, held directly.
Netflix, Inc. updated executive compensation arrangements. Effective January 1, 2026 (with each executive’s written consent), the severance plan expands eligibility to include terminations for Good Reason outside a change-in-control period and changes severance to a lump sum equal to 2x the sum of annual base salary and target bonus, plus the Pro Rata Bonus and a cash payment tied to 18 months of COBRA premiums for medical, dental and vision.
The company clarified that post-termination Retirement vesting may continue if award terms allow and criteria are met. It amended outstanding RSU and PSU awards so that, upon Retirement more than 12 months after grant and meeting criteria, awards continue on their regular schedule. The definition of a Qualifying Termination now includes Good Reason at any time; outside a change-in-control period, RSUs vest for the next 12 months plus pro‑rata, and PSUs vest based on actual performance for 12 months plus pro‑rata. Time-based vesting now requires continued status as an Employee.
Netflix (NFLX) approved a ten-for-one forward stock split. The Board authorized an amendment to the certificate of incorporation to effect the split and proportionately increase authorized common shares. Shareholders of record as of the close on November 10, 2025 will receive nine additional shares for each share after the close on November 14, 2025. Trading is expected to begin on a split-adjusted basis on November 17, 2025.
Netflix, Inc. reported solid Q3 2025 growth. Revenue reached $11.51 billion, up 17% year over year, as all regions contributed: UCAN $5.07B, EMEA $3.70B, LATAM $1.37B, and APAC $1.37B. Operating income rose 12% to $3.25 billion; operating margin was 28.2% versus 29.6% a year ago. Net income increased 8% to $2.55 billion, with diluted EPS of $5.87, up from $5.40.
Cash from operations was $2.83 billion for the quarter, and cash, cash equivalents and restricted cash ended at $9.29 billion. Deferred revenue was $1.73 billion. Content assets, net, were $32.64 billion and total content obligations were $20.94 billion.
Netflix repurchased 1.53 million shares for about $1.9 billion in the quarter and $7.0 billion year to date, leaving $10.1 billion authorized. Long-term debt stood at $14.46 billion after repayments during the nine-month period; there were no borrowings under the $3 billion revolving credit facility or the $3 billion commercial paper program as of September 30, 2025. The company recognized approximately $619 million of non-income tax expense related to Brazilian tax matters within operating expenses.
Netflix furnished an update on its latest quarter. On October 21, 2025, the company announced financial results for the quarter ended September 30, 2025 and provided a Letter to Shareholders as Exhibit 99.1. That letter includes non‑GAAP financial information with GAAP reconciliations in tabular form within the exhibit. The company also noted it cannot reconcile forward‑looking non‑GAAP measures without unreasonable effort due to the timing and variability of items like property and equipment and currency impacts.
Ann Mather, a Director of Netflix, Inc. (NFLX), reported exercising a Non-Qualified Stock Option on 10/01/2025 that resulted in acquisition of 54 shares of common stock. The form shows the transaction was an acquisition (Code A), the option became exercisable on 10/01/2025 and expires on 10/01/2035. The filing lists a figure of $1,170.9 associated with the derivative security and reports 54 shares owned following the transaction, held directly. The Form 4 was signed by an authorized signatory on behalf of Ms. Mather on 10/02/2025.
Anne M. Sweeney, a Director of Netflix, Inc. (NFLX), reported a transaction dated 10/01/2025 in which she acquired 54 shares through exercise of a Non‑Qualified Stock Option. The filing lists a figure of $1,170.9 in the derivative section and shows 54 shares of common stock beneficially owned following the transaction, held directly. The Form 4 was signed on 10/02/2025.