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.
8 matches for “Podcast”; 4 quoted, at least 25 words apart.
…into new categories that are really exciting. Like our further expansion to podcasts. We announced a few exciting new ones just today. We're adding more…
…incremental? Well, two things really jump out. One is the daytime viewing. Podcast consumption indexes to daytime hours on Netflix, which allows us to capture…
We've been building out a great lineup of podcasts, both licensed and owned, shows like "The Bill Simmons Podcast," "The Breakfast Club," "Therapuss" from Jake…
…White House" with Michael Irvin and "The Pete Davidson Show." Our companion podcasts have been great for super fans, like "The Bridgerton Official Podcast" and…
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…
…full-year margin guidance and how it compares to prior guidance with the Warner Brothers deal costs? And beyond content spending, where else are you accelerating…
…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…
…about the World Baseball Classic viewership? Are there other similar sports and live event opportunities out there that can appeal to a global audience and…
…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