Netflix reported third quarter 2026 results with US$12,874.18m in sales and US$3,663.93m in net income, and issued fourth quarter guidance that includes US$13,442m in projected revenue, a 26.0% operating margin and US$0.67 in expected diluted EPS. The company trimmed its 2026 ad revenue forecast to about US$2.7b and flagged softer engagement, even as it guides to a higher full year operating margin of 31.5% and implies operating income growth of above 20%. We will examine how Netflix's investment narrative holds up against reduced 2026 ad revenue guidance and concerns around weaker viewing engagement trends.
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