1 of 1
Story summary
- Netflix will release its second-quarter earnings Thursday after market close.
- Shares have fallen to an 18-month low, down 40% over the past year and 21% in 2026.
- Analysts project Q2 revenue of $12.58 billion and earnings per share of 79 cents.
- Bernstein’s Laurent Yoon flagged engagement trends and possible margin-guidance changes as key concerns.
- TD Cowen’s John Blackledge said the ad-supported tier drives member growth and margin expansion.
- Morgan Stanley’s Sean Diffley noted pricing power and strong original-content perception despite recent subscriber declines.
