NFLX Netflix

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • EU member state levies and financial obligations under European law impacting streaming service costs
• • Macroeconomic inflation causing slower membership growth in highly penetrated countries, risking margin and liquidity pressure
• • Dependency on third-party device partners with 1-3 year agreements, risking service access if not renewed on acceptable terms
• • Competitive threat from streaming services using generative AI to offer superior content discovery and consumer engagement
• • Substantial indebtedness and streaming content obligations risking cash flow sufficiency to service debt and other liabilities

Management Discussion & Analysis

• • Revenue $45.2B in 2025, up 16% ($6.2B) YoY driven by membership growth, price increases, and advertising
• • Operating income $13.3B, +28% YoY; operating margin 29.5% vs 26.7% in 2024 and 20.6% in 2023
• • Best segment: EMEA streaming revenue $14.5B, +17% YoY; worst segment: LATAM $5.36B, +11% YoY
• • Cash from ops $10.1B, +38% YoY; stock repurchases $9.1B; debt repayment $1.8B; cash down $518M
• • WBD acquisition planned, $72B equity value, $82.7B enterprise value, closing in 12-18 months, regulatory risk noted

Business Overview

• • Core business streaming entertainment services globally with TV series, films, games, live programming, and ad-supported plans
• • Updated "Netflix Culture Memo" in 2024 emphasizing inclusive, top-of-market personalized employee compensation
• • Employee base 16,000 full-time as of Dec 31, 2025, with 68% in US/Canada, expanded global workforce diversity focus
• • Facing increased regulatory restrictions, including cultural content quotas and ownership limits in various countries
• • Single operating segment with revenue mainly from monthly subscriptions; enhanced user interface to boost member engagement

What are the latest NFLX SEC filings in 2026?

Netflix (NFLX) has filed a 10-K annual report on January 23, 2026, a 10-Q quarterly report on April 17, 2026, an 8-K current report on July 30, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did NFLX file its most recent 10-K annual report?

Netflix (NFLX) filed its most recent 10-K annual report on January 23, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view NFLX 10-Q quarterly reports?

Netflix (NFLX)'s most recent 10-Q quarterly report was filed on April 17, 2026. SignalX displays every NFLX 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has NFLX filed recently?

Netflix (NFLX)'s most recent 8-K was filed on July 30, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find NFLX insider trading activity (Form 4)?

SignalX aggregates every NFLX Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does NFLX file with the SEC?

Netflix (NFLX) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new NFLX filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Netflix (NFLX).

What is NFLX's SEC CIK number?

Netflix (NFLX)'s SEC CIK (Central Index Key) number is 1065280. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1065280 to look up all NFLX filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find NFLX return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Netflix (NFLX) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.