Netflix周二盘后发布三季报：公司指引营收128.6亿美元 营业利润率料升至33.2%
Netflix将于10月20日（周二）美股收盘后发布2026年第三季度财报。据Zacks，Netflix此前为第三季度给出的指引为：营收128.6亿美元，同比增长约12%（按固定汇率计算约11%），由会员增长、提价和广告业务推动；营业利润率预计为33.2%，高于去年同期的28.2%。
分析师一致预期与公司指引接近。据Zacks，第三季度营收的一致预期为128.7亿美元，同比增长11.84%；每股收益一致预期为0.82美元，过去30天未有变化。MarketBeat汇编的分析师预期同样为每股收益约0.82美元、营收128.7亿美元。
今年第二季度，Netflix营收为125.6亿美元，每股收益0.80美元，略高于一致预期的0.79美元，营收同比增长13.4%。Zacks称，Netflix在美国市场的前期广告承诺已接近翻倍，支撑其2026年广告收入约30亿美元的目标。
股价方面，据FinanceBuzz，Netflix股价周五下午报约70.36美元，较前一交易日收盘价72.61美元下跌2.25美元、跌幅3.10%，当日波动区间为69.76至71.91美元。（GSM 据Zacks、FinanceBuzz报道）
Netflix Reports Third-Quarter Results After Tuesday's Close; Company Has Guided Revenue to $12.86 Billion and Operating Margin to 33.2%
Netflix will report its third-quarter 2026 results after the U.S. market close on Tuesday, October 20. According to Zacks, the company has guided third-quarter revenue to $12.86 billion, implying growth of about 12% (11% on an FX-neutral basis) driven by membership gains, pricing and advertising, and expects an operating margin of 33.2%, up from 28.2% in the year-ago quarter.
Analyst consensus sits close to the company's guidance. Zacks puts the consensus revenue estimate at $12.87 billion, up 11.84% year over year, with the consensus earnings estimate at $0.82 per share, unchanged over the past 30 days. MarketBeat's compiled analyst expectations likewise call for earnings of about $0.82 per share on revenue of $12.87 billion.
In the second quarter, reported on July 16, Netflix posted revenue of $12.56 billion and earnings of $0.80 per share, slightly above the consensus estimate of $0.79, with revenue up 13.4% year over year. Zacks said Netflix's U.S. upfront advertising commitments have nearly doubled, supporting the company's target of roughly $3 billion in 2026 advertising revenue.
Shares traded at about $70.36 on Friday afternoon, down $2.25, or 3.10%, from the previous close of $72.61, within an intraday range of $69.76 to $71.91, according to FinanceBuzz. (GSM, from Zacks and FinanceBuzz reporting)
发布：GSM·美国（发布链接）
图片来源：图：Netflix位于加州Los Gatos的总部大楼资料照片。照片：Coolcaesar，Wikimedia Commons，CC BY-SA 3.0。Photo: Netflix headquarters in Los Gatos, California (file photo). Photo by Coolcaesar via Wikimedia Commons, CC BY-SA 3.0.
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