| Q2 FY26 | YoY | |
|---|---|---|
| Revenue | $8.7B1 | -11.2% |
| Net income | $149.0M | -90.6% |
| Op income | $237.0M | +228.1% |
| EPS (dil.) | $0.06 | -90.5% |
| EPS (basic) | $0.06 | -90.6% |
| Op margin | 2.7% | +4.6pp |
| Net margin | 1.7% | -14.4pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| content_pipeline | stronger than 2026 | FY2027 | directional | New |
| distribution_growth | low teens | remainder of the year | tight_range | New |
| studio_adjusted_ebitda | $3 billion | long term | point | New |
| film_production_count | 14 | this year | point | New |
| film_production_count | 19 | next year | point | New |
| film_production_count | larger number | 2027 and beyond | directional | New |
| retention_churn | best year ever | 2026 | directional | New |
| retention_churn | continue to trend | 2027 | directional | New |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $8.9B1 | -1.0% |
| Net income | $-2.9B | -543.7% |
| Op income | $-2.5B | -6573.0% |
| EPS (dil.) | $-1.17 | -550.0% |
| EPS (basic) | $-1.17 | +550.0% |
| Op margin | -27.8% | -27.4pp |
| Net margin | -32.8% | -27.8pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $9.5B | -5.7% | $37.3B |
| Net income | $-252.0M | -49.0% | $727.0M |
| Op income | $349.0M | +115.4% | $738.0M |
| EPS (dil.) | $-0.10 | -50.0% | – |
| EPS (basic) | $-0.10 | -50.0% | – |
| Op margin | 3.7% | +2.1pp | |
| Net margin | -2.7% | +2.3pp |
| Q3 FY25 | YoY | |
|---|---|---|
| Revenue | $9.0B | -6.0% |
| Net income | $-148.0M | -209.6% |
| Op income | $611.0M | +117.4% |
| EPS (dil.) | $-0.06 | -220.0% |
| EPS (basic) | $-0.06 | -200.0% |
| Op margin | 6.8% | +3.8pp |
| Net margin | -1.6% | -3.0pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 10-Q | 2026-08-06 | – | 41 | 66 |
| 8-K | 2026-08-06 | Q2 2026 | 5 | 0 |
| 8-K | 2026-06-12 | – | 1 | 0 |
| 8-K | 2026-06-04 | – | 1 | 0 |
| 8-K | 2026-05-27 | – | 5 | 0 |
| 8-K | 2026-05-19 | – | 3 | 0 |
| 8-K | 2026-05-06 | Q1 2026 | 4 | 0 |
| 10-Q | 2026-05-06 | – | 41 | 72 |
| 8-K | 2026-04-30 | – | 1 | 0 |
| DEF 14A | 2026-04-30 | – | 12 | 0 |
Showing the latest 10 of 109 — the full set is in the API.