Stocktwits
Oct 19, 3:58 PM
$NFLX Q3 Earnings Preview 🎬 courtesy of the Stocktwits MCP
Reports TOMORROW (Tue 10/20) after close. Letter ~4:01pm ET, interview 4:45pm ET
💰 Street expects:
• EPS: ~
$0.82 (+~39% YoY)
• Revenue: ~
$12.87B (+~12% YoY)
🎯 Mgmt Q3 guide:
$12.86B rev. Street is right on top of it
🎯 FY26 guide:
$51.0–
$51.4B. Implies ~
$13.5B Q4 at midpoint
📈 Last qtr (Q2):
$0.80 EPS vs
$0.79 est. Small beat
🔑 Watch:
• Does the FY guide hold?
• Ad revenue momentum
• Engagement / viewing time trends
• Operating margin
• Live events: NFL Christmas + Fury–Joshua in Dec
🎲 Options imply ~9.6% move
🧠 Setup: ~
$70, down ~25% YTD. Low expectations. Moderate Buy consensus
Stocktwits sentiment: Bearish (44) 🐻 but ~76% of tagged posts bullish 🤔
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