Internet and consumer platforms · Starter · Independent

Netflix

Subscription and ad-supported streaming.

70OVRRole playerDraft · rated on 5 of 6

Ratings

Netflix's Q3 2026 revenue was $12.87bn, up 12%, at a 34.6% operating margin, and its 2026 ad revenue target was cut to $2.7bn.

Dominance78draft
Took 7.9% of US TV time in June, second among streaming services to YouTube's 14.2%.
sourced sec.govreported ppc.land
Momentum62draft
Q3 2026 revenue rose 12%, and its share of TV time slipped to 7.9% in June.
sourced sec.gov
Leverage50draft
The Atlas states no company that depends on Netflix.
sourced sec.gov
Network base 50, judgment +0.
Durability76draft
Its share of TV time slipped, its ad business is slower than planned, and it is cutting about 1,000 jobs.
sourced sec.gov
Firepower80draft
Q3 2026 revenue was $12.87bn at an operating margin of 34.6%, the highest among the video services.
sourced sec.gov
Deal Heatunrated
The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

Key figures

$12.87bnQ3 2026 revenue, up 12%34.6%Operating margin. 2026 ad revenue target cut to $2.7bn from about $3bn 6%About 1,000 jobs, or, being cut

From the Atlas key figure: Q3 2026 revenue $12.87bn, up 12%. Operating margin 34.6%. 2026 ad revenue target cut to $2.7bn from about $3bn. About 1,000 jobs, or 6%, being cut. Source: sec.gov.

TickerNASDAQ: NFLX

ListedPublic

HQLos Gatos, California

Founded1997

CEOTed Sarandos and Greg Peters

Profile

Subscription and ad-supported streaming.

Internet and consumer platforms · Video and streaming · Starter

Key figure Q3 2026 revenue $12.87bn, up 12%. Operating margin 34.6%. 2026 ad revenue target cut to $2.7bn from about $3bn. About 1,000 jobs, or 6%, being cut.

Why it leads Highest margins among the video services.

What could change it Its share of TV time slipped to 7.9% in June, and its ad business is slower than planned.

sourced sec.gov

Connections

Rivals

Google in Silicon
YouTube was the top streaming service in US TV time in July 2026 at 14.2%, ahead of Netflix. ppc.land
On the map

See Netflix and its connections on the map →

Sector standing

No. 7 of 11 rated in Internet and consumer platforms

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: brand.netflix.com. CC0 via Simple Icons 16.36.0. The mark is a trademark of its owner.