Netflix said its revenue for the 3 months ended September 30, 2026 rose 12% from a year earlier, and that the $1,364 million increase included growth in subscription revenue of $1,057 million and advertising revenue of $256 million.

1. 01

   Netflix said its revenue for the 3 months ended September 30, 2026 rose 12% from a year earlier, and that the $1,364 million increase included growth in subscription revenue of $1,057 million and advertising revenue of $256 million.

2. 02

   The company said operating income rose $1,210 million over the 3 months, lifting net income by $1,117 million, while cost of revenues fell $85 million. It said the prior-year cost of revenues included a $619 million expense related to Brazil non-income tax assessments.

3. 03

   The company said it received a termination fee of $2.8 billion in connection with the termination of the WBD transaction in Q1 2026, and that the fee was included in its operating cash flow for the 9 months and in interest and other income (expense).

4. 04

   The company said it repurchased 130,349,765 shares of common stock for $10.7 billion in the 9 months ended 2026, and that $22.3 billion remained available for repurchases as of September 30, 2026.

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