STOCK TITAN

Netflix Inc SEC Filings

NFLX NASDAQ

Welcome to our dedicated page for Netflix SEC filings (Ticker: NFLX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The Netflix, Inc. (NASDAQ: NFLX) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, including current reports on Form 8-K that describe material events and key corporate actions. The supplied filings show how Netflix uses these documents to report significant transactions, capital structure changes, executive compensation arrangements and financing agreements.

One major focus in recent filings is the Agreement and Plan of Merger with Warner Bros. Discovery, Inc. (WBD). A Form 8-K dated December 5, 2025, outlines the structure of the planned transaction, including WBD’s internal reorganization, the separation and distribution of its Global Linear Networks business, and the subsequent merger of a Netflix subsidiary with WBD. The filing details how each share of WBD common stock will be converted into cash and Netflix stock according to an exchange ratio formula, and explains the treatment of WBD stock options, restricted stock units, performance-based units, deferred stock units and notional units in connection with the merger.

Another Form 8-K dated December 19, 2025, describes Netflix’s Senior Unsecured Revolving Credit Agreement and Senior Unsecured Delayed Draw Term Loan Credit Agreement. These credit facilities provide unsecured revolving and delayed draw term loan capacity that can be used to fund the cash portion of the merger consideration, pay transaction-related fees and expenses, refinance certain indebtedness and support working capital and general corporate purposes. The filing summarizes key terms such as interest rate options, financial covenants and events of default.

Additional 8-K filings in the supplied data cover a ten-for-one forward stock split implemented through an amendment to Netflix’s certificate of incorporation, changes to the Executive Officer Severance Plan, and amendments to outstanding restricted stock unit and performance-based restricted stock unit awards for senior executives. These documents explain how severance benefits and equity awards are structured in scenarios such as retirement, qualifying terminations and change-in-control protection periods.

On Stock Titan, users can review these SEC filings in sequence to understand how Netflix reports its merger agreement with WBD, discloses new debt facilities, and documents governance and compensation changes. AI-powered tools can help summarize long merger and credit agreements, highlight key terms such as exchange ratios and covenants, and surface items like stock split details or executive award modifications without requiring readers to parse every page of the underlying filings.

Rhea-AI Summary

Netflix, Inc. disclosed that its Board of Directors has authorized the repurchase of an additional $25 billion of its common stock. This new authorization has no expiration date and is in addition to the share repurchase program approved in December 2024.

The company had approximately $6.8 billion remaining under the December 2024 authorization as of March 31, 2026. Repurchases may be made in the open market under Rule 10b-18, through Rule 10b5-1 trading plans, privately negotiated deals, accelerated stock repurchase plans, block purchases, or similar techniques, in amounts management deems appropriate.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
-
Rhea-AI Summary

Netflix, Inc. reported strong Q1 2026 results with a major one-time gain. Revenues rose 16% year over year to $12,249,757 (in thousands), while operating income increased to $3,956,997 (in thousands), lifting operating margin to 32.3% from 31.7%.

Net income jumped to $5,282,791 (in thousands), up 83%, primarily driven by a $2.8 billion termination fee received after Warner Bros. Discovery ended its merger agreement with Netflix. Core operations also expanded, with higher content amortization and increased spending on marketing, technology, and general and administrative functions.

Cash, cash equivalents, restricted cash and short-term investments increased to $12,295,551 (in thousands) as of March 31, 2026, while total content obligations were $24,139,431 (in thousands), reflecting Netflix’s continued heavy investment in licensed and produced content.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
quarterly report
-
Filing
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
annual report
Rhea-AI Summary

Netflix, Inc. is asking stockholders to vote at its June 4, 2026 virtual annual meeting on director elections, auditor ratification and executive pay. The proxy highlights 2025 results, including over 325 million paid memberships, approximately $45.2 billion in revenue, about 16% year-over-year growth and an operating margin of 29.5%.

Operating income exceeded $13.3 billion, net cash from operating activities was over $10.1 billion, and advertising revenue more than doubled to over $1.5 billion. Netflix reports 96 billion viewing hours in the second half of 2025 and notes Reed Hastings will not stand for re-election as a director.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
proxy
-
Rhea-AI Summary

Netflix, Inc. filed a current report detailing two main updates. First, the company announced that it released its financial results for the quarter ended March 31, 2026, with more detail and non-GAAP reconciliations provided in a Letter to Shareholders attached as Exhibit 99.1.

Second, Netflix disclosed that on April 10, 2026, Chairman and director Reed Hastings informed the company he will not stand for re-election at the 2026 annual meeting of stockholders. His current term will continue through the meeting, and the company states his decision is not due to any disagreement with Netflix.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
-
Rhea-AI Summary

Netflix Chief Financial Officer Spencer Neumann reported a combination of option exercises and share sales in company stock. He exercised non-qualified stock options for 7,770 shares at $38.105 and 20,860 shares at $36.408 per share, receiving an equal number of common shares.

On the same date, he sold 28,630 common shares at $98 per share in an open-market transaction, matching the total shares acquired from these option exercises. After the sale, he directly owned 73,787 Netflix common shares.

The filing notes these transactions were made under a Rule 10b5-1 trading plan adopted on October 23, 2025, indicating the trades were pre-scheduled rather than timed discretionarily.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

NETFLIX INC director Leslie J. Kilgore reported receiving a grant of non-qualified stock options on Common Stock. The award covers 654 options, each with an exercise price of $95.55 per share, granted at no cost on April 1, 2026 and expiring April 1, 2036. After this grant, Kilgore directly holds 654 derivative securities linked to Netflix common shares, with no sales or dispositions reported in this filing.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Netflix Inc. director Strive Masiyiwa received a grant of stock options representing 654 shares of common stock. The non-qualified stock options were awarded at an exercise price of $95.55 per share and expire on April 1, 2036. Following this grant, he holds 654 derivative securities directly, with no sales or exercises reported in this filing.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Netflix director Reed Hastings exercised options and sold shares in a planned transaction. On April 1, 2026, he exercised 420,550 Non-Qualified Stock Options with a $9.437 exercise price into common stock, then sold the same 420,550 shares in open-market trades around $95–$97.

The sales, executed under a Rule 10b5-1 trading plan adopted on August 8, 2023, were reported in three blocks at weighted-average prices of about $95.015, $95.6767 and $96.6601. After these trades, Hastings holds 3,940 Netflix shares directly and 21,159,576 shares indirectly as trustee of the Hastings-Quillin Family Trust, indicating he retains a very large economic interest. He also received a new option grant for 654 shares at a $95.55 exercise price expiring in 2036.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

NETFLIX INC director Anne M. Sweeney received a grant of 654 non-qualified stock options to buy common shares. The options were awarded at an exercise price of $95.55 per share with no cash paid at grant and expire on April 1, 2036. Following this award, she holds 654 options directly. This is a compensation-related grant, not an open-market stock purchase or sale.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider

FAQ

How many Netflix (NFLX) SEC filings are available on StockTitan?

StockTitan tracks 225 SEC filings for Netflix (NFLX), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Netflix (NFLX)?

The most recent SEC filing for Netflix (NFLX) was filed on April 22, 2026.