Netflix (NFLX): FY26 Q1 earnings call, Apr 16, 2026
On its Apr 16, 2026 earnings call (FY26 Q1), Netflix said 12 of the 16 words Kalshi listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
16 words · 12 settled yes · our count agreed on 16 of 16- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Acquisition | Yes | 8 | 8 | ✓ | 91%n=2+tx from settlement history blended with transcripts | – |
| Warner Bros. / Warner Brothers | Yes | 8 | 8 | ✓ | 67%transcripts from the transcript model | – |
| Competition | Yes | 6 | 6 | ✓ | 88%n=2+tx from settlement history blended with transcripts | – |
| Gaming | Yes | 5 | 5 | ✓ | 78%n=4+tx from settlement history blended with transcripts | – |
| Live Event | Yes | 4 | 4 | ✓ | 93%n=3+tx from settlement history blended with transcripts | – |
| Price Change / Price Point | Yes | 2 | 2 | ✓ | 63%n=1+tx from settlement history blended with transcripts | – |
| Subscriber | Yes | 2 | 2 | ✓ | 31%n=3+tx from settlement history blended with transcripts | – |
| Partnership | Yes | 1 | 1 | ✓ | 84%n=3+tx from settlement history blended with transcripts | – |
| Paramount | Yes | 1 | 1 | ✓ | 58%n=1+tx from settlement history blended with transcripts | – |
| Skyscraper | Yes | 1 | 1 | ✓ | 49%transcripts from the transcript model | – |
| Hollywood | Yes | 1 | 1 | ✓ | 45%n=2+tx from settlement history blended with transcripts | – |
| MLB | Yes | 1 | 1 | ✓ | 36%transcripts from the transcript model | – |
| Stranger Things | No | 0 | 0 | ✓ | 79%n=1+tx from settlement history blended with transcripts | – |
| WWE | No | 0 | 0 | ✓ | 59%transcripts from the transcript model | – |
| Ad-Supported | No | 0 | 0 | ✓ | 54%n=4+tx from settlement history blended with transcripts | – |
| Profitable | No | 0 | 0 | ✓ | 52%n=2+tx from settlement history blended with transcripts | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
16 matches for “Content”; 5 quoted, at least 25 words apart.
…and how it compares to prior guidance with the Warner Brothers deal costs? And beyond content spending, where else are you accelerating investment in 2026?
…how it's delivered to how to find great things to watch and now even how content is created and produced. Number three, we're improving monetization.
…on this, I would say as we invest into new forms of content, we also have to learn how the new programming provides different kinds…
Thanks, Greg. We have several questions that have come in about our content and content strategy. The first, I'll begin with John Hodulik of UBS.…
…of the WBC, too. It was a really great time for the content, and it all just came together with that gigantic halo of the…
Where the listed words were said
…actually. One thing that we were carrying in there was the InterPositive acquisition. It wasn't announced yet, but it was in our guidance, and that…
Oh, yeah. Sure. Thanks, Ted. With respect to the Warner Brothers deal and those costs and how it impacts the guide, you may recall back…
…to deliver this year. At Netflix, we embrace change. We thrive on competition. We stay focused on constant and consistent improvements. All the things that…
Thanks, Spence. Couple questions on gaming, the first of which comes from Eric Sheridan of Goldman Sachs. You are in your fifth year of the…
It also was the first big regional live event for us outside of the U.S., which was great, and we got to flex our new…
…price adjustment. Those same signals inform this and frankly all of our price changes. As a reminder, our initial full year guidance factors in the…
…comparison point to support that statement, in the U.S. right now, Netflix subscribers are paying the least per hour of viewing compared to other SVOD…
…we were firing on all cylinders cross-functionally, whether our marketing teams, our partnership teams working to make sure that we're bringing this to Japanese consumers…
…to most of these folks. Running Point is produced by Warner Brothers for us. We license shows like Watson and Mayor of Kingstown for Paramount.
…strategy, but that strategy also includes other big live events. We had Skyscraper Live, the Star Search reboot with live voting, which was really exciting,…
…his heart. Reed not only shared the spotlight, a real rarity in Hollywood, by the way. He pushed me into the spotlight and celebrated the…
Agents: this page as TSV at /api/v1/appearances/netflix:2026-04-16:earnings_call · words: /api/v1/brief?appearance=netflix:2026-04-16:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP