NFLX Netflix

FY2025 10-K
Filed: Jan 23, 2026
Communication Services
Services-Video Tape RentalSEC EDGAR

Netflix (NFLX) filed its fiscal year 2025 10-K annual report with the SEC on Jan 23, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

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
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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
+3 more insights

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
+3 more insights

Financial Summary
XBRL

Revenue

$45.2B

Net Income

$11.0B

Operating Margin

29.5%

Net Margin

24.3%

ROE

41.3%

Total Assets

$55.6B

EPS (Diluted)

$2.53

Operating Cash Flow

$10.1B

Source: XBRL data from Netflix FY2025 10-K filing on SEC EDGAR. All figures in USD.

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