Netflix (NASDAQ: NFLX) beats Q2 2026 total revenue consensus of approx. $12.58 billion (report after close 16 July 2026)
Pending
✦ AI-generated prediction
Published on 16. July 2026
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Predicted for 17. July 2026
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Based on: Historical Cycle
Netflix reports after market close today (16 July 2026). Analyst consensus stands at $12.58B total revenue (+13.8% YoY, per S&P Global). Polymarket shows a 72.5% beat probability. Netflix guides for 32.6% operating margin and is on track for $3B in ad revenue in 2026 (+100% YoY). Broader earnings tailwind: all five major US banks beat consensus this week (JPMorgan: record US profit; Goldman Sachs +39% revenue YoY). Q1 2026 results already showed +16% revenue YoY.
Data basis for this prediction
- Polymarket: 72,5 % Beat-Wahrscheinlichkeit Q2 2026 (Stand 16.07.2026)
- S&P Global / CNBC: Netflix Q2 2026 Umsatz-Konsens $12,58 Mrd. (16.07.2026)
- Netflix Q1 2026 Shareholder Letter: +16 % Revenue YoY (s22.q4cdn.com, 16.04.2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
📈 Economy
✦ AI
China's Q2 2026 GDP grew 4.3% YoY – slightly below the 4.5% target (NBS, 15 July 2026). The Caixin Manufacturing PMI was above 50 in multiple preceding months, supported by government infrastructure stimulus and South-East Asian export demand. Risks: US tariffs (despite ongoing trade talks), Hormuz crisis raising Chinese energy import costs, weak domestic demand. The simple threshold '>50.0' (expansion) provides a moderate safety buffer against contraction. No direct prediction market anchor; own estimate.
📈 Economy
✦ AI
PM has beaten the EPS consensus in 8 consecutive quarters. The IQOS heated-tobacco system continues growing strongly in Eastern Europe and Asia with structural pricing power. Consensus adjusted EPS is approximately $2.03 per MarketBeat. No Polymarket anchor; own calibration from historical beat rate. Sector context: Goldman Sachs +45%, Morgan Stanley +23%, BofA +7% have already beaten Q2 2026 handily – the earnings season trend strongly favours consensus beats.
📈 Economy
✦ AI
An existing open prediction already targets below 230,000 for the week of 12 July – this prediction targets the FOLLOWING week (19 July) and is not redundant. The 4-week average of initial claims is structurally ~220,000–225,000. US retail sales grew +0.2% MoM in June 2026 (released 16 July) – no demand collapse signal. US retail ex-gas: +0.7% MoM signals broad consumer strength. The 235,000 threshold provides a buffer of ~10,000–15,000 above trend.