Netflix used its second-quarter earnings call to emphasize expanding entertainment value, improving monetization, and using technology to support growth. The company reported second-quarter revenues of $12.56 billion, up 13% year over year, with an operating margin of 33.4% and earnings per share of $0.80. Co-CEO Greg Peters said viewing hours increased 2% in the first half of 2026, while live programming, podcasts, creators, and games are being developed to serve different member needs. Management highlighted AI as a major technology priority, with Co-CEO Ted Sarandos noting that GenAI workflows were used in roughly 300 titles in 2026. Netflix reaffirmed plans to generate approximately $3 billion in ad revenues in 2026 and narrowed its full-year revenue forecast to $51.0-$51.4 billion while maintaining an operating margin expectation of 31.5%.
Netflix IncNetflix reported strong Q2 earnings with revenue up 13% YoY, operating margin of 33.4%, and reaffirmed full-year guidance.