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[EARNINGS CALL] Netflix (NFLX) says there's no need for a fundamental shift in the strategy, but do need better execution in the US

StockNow breaking-news AI analysis

Netflix reported solid US engagement but said execution and content performance could improve; it reaffirmed FY26 guidance and expects advertising revenue to reach roughly USD 2.9 billion in 2027.

News detail

US engagement remains solid, with room to improve content performance, while reaffirming FY26 guidance after Q3 engagement improved globally and in the US, exceeding management forecasts. The company expects ad revenue to roughly double Y/Y to USD 2.9bln in 2027, while international engagement is translating into business growth across APAC, LATAM and EMEA.

1 stocks
NFLXNetFlix Inc$64.77Current price

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