Understand Netflix through its earnings calls.
Twenty quarters, read one at a time and drawn into one interactive report. The company arc is updated after each earnings call.
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Read by an AI research agent, one call at a time.
What the market is watching
Netflix adds 2030 World Cup rights in Spain a week before its Q3 2026 report
On Oct. 13 Netflix secured exclusive rights to all 104 matches of the 2030 FIFA World Cup in Spain and Andorra, building on its Women's World Cup deals. It posts Q3 2026 results and its outlook on Oct. 20, so live sports will be one thing watched.
How this report was made
- quarters read
- 20
- quarters read
- words of transcript
- 133.5K
- words of transcript
- of agent reading time
- 17 min
- of agent reading time
- of compute, free to you
- $8.15
- of compute, free to you
Questions the report answers
- How has Netflix's explanation of why it does or doesn't pay for live sports changed over five years of calls?
- Do the metrics Netflix stresses on its calls shift as the business adds ads, live events and sports?
- How has management described the trade-off between global franchise bets like Bridgerton and local, market-by-market deals?
01
20 calls, one at a time
Each earnings call is read on its own first: the numbers, the guidance, the tone, what was promised.
02
Notes, then the arc
The notes are drawn together into one story of how management's narrative actually moved — and where it didn't.
03
Fresh after every call
When a new call lands, the report updates and you get the new chapter in your inbox.