Netflix (NFLX): FY26 Q2 earnings call, Jul 16, 2026
On its Jul 16, 2026 earnings call (FY26 Q2), Netflix said 13 of the 32 words Kalshi and Polymarket listed; Parrot’s count agreed with all 32 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
32 words · 13 settled yes · our count agreed on 32 of 32- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Content | Yes | 29 | 29 | ✓ | 96%transcripts from the transcript model | Hear it 3:46, Content | – |
| Growth 5+ times | Yes | 23 | 23 | ✓ | 85%transcripts from the transcript model | Hear it 0:29, Growth 5+ times | – |
| Invest / Investment / Investing 10+ times | Yes | 12 | 12 | ✓ | 54%transcripts from the transcript model | Hear it 4:18, Invest / Investment / Investing 10+ times | – |
| Live Event | Yes | 7 | 7 | ✓ | 93%n=4+tx from settlement history blended with transcripts | Hear it 3:30, Live Event | – |
| Acquisition | Yes | 6 | 6 | ✓ | 93%n=3+tx from settlement history blended with transcripts | Hear it 1:06, Acquisition | – |
| Partnership | Yes | 5 | 5 | ✓ | 86%n=4+tx from settlement history blended with transcripts | Hear it 15:36, Partnership | – |
| Podcast | Yes | 5 | 5 | ✓ | 80%transcripts from the transcript model | Hear it 5:09, Podcast | – |
| AI / Artificial Intelligence 5+ times | Yes | 5 | 5 | ✓ | 62%transcripts from the transcript model | Hear it 32:29, AI / Artificial Intelligence 5+ times | – |
| Price Change / Price Point | Yes | 3 | 3 | ✓ | 74%n=2+tx from settlement history blended with transcripts | Hear it 24:04, Price Change / Price Point | – |
| Membership | Yes | 3 | 3 | ✓ | 66%transcripts from the transcript model | Hear it 1:01, Membership | – |
| Competition | Yes | 2 | 2 | ✓ | 91%n=3+tx from settlement history blended with transcripts | Hear it 21:14, Competition | – |
| Subscriber | Yes | 2 | 2 | ✓ | 48%n=4+tx from settlement history blended with transcripts | Hear it 17:49, Subscriber | – |
| KPop Demon Hunters | Yes | 1 | 1 | ✓ | 69%transcripts from the transcript model | Hear it 8:41, KPop Demon Hunters | – |
| NFL / Football | No | 0 | 0 | ✓ | 87%transcripts from the transcript model | – | |
| NFL | No | 0 | 0 | ✓ | 86%transcripts from the transcript model | – | |
| Gaming | No | 0 | 0 | ✓ | 85%n=5+tx from settlement history blended with transcripts | – | |
| Warner Bros. / Warner Brothers | No | 0 | 0 | ✓ | 82%n=1+tx from settlement history blended with transcripts | – | |
| User | No | 0 | 0 | ✓ | 78%transcripts from the transcript model | – | |
| Paramount | No | 0 | 0 | ✓ | 67%n=2+tx from settlement history blended with transcripts | – | |
| Hollywood | No | 0 | 0 | ✓ | 61%n=3+tx from settlement history blended with transcripts | – | |
| One Piece | No | 0 | 0 | ✓ | 61%transcripts from the transcript model | – | |
| Squid Game | No | 0 | 0 | ✓ | 61%n=2+tx from settlement history blended with transcripts | – | |
| Synergy | No | 0 | 0 | ✓ | 53%transcripts from the transcript model | – | |
| Canelo | No | 0 | 0 | ✓ | 51%transcripts from the transcript model | – | |
| World Cup | No | 0 | 0 | ✓ | 48%transcripts from the transcript model | – | |
| Ecosystem | No | 0 | 0 | ✓ | 45%transcripts from the transcript model | – | |
| Profitable | No | 0 | 0 | ✓ | 41%n=3+tx from settlement history blended with transcripts | – | |
| Formula 1 / F1 | No | 0 | 0 | ✓ | 41%transcripts from the transcript model | – | |
| Ad-Supported | No | 0 | 0 | ✓ | 39%n=5+tx from settlement history blended with transcripts | – | |
| Pivot | No | 0 | 0 | ✓ | 38%transcripts from the transcript model | – | |
| Cloud gaming | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Crypto | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “Acquisition”; 5 quoted, at least 25 words apart.
…memberships and pricing and higher ads revenue. We continue to see healthy acquisition and retention trends on the membership side, and our recent price adjustments…
…live programming. Live events do a lot of lifting for us for acquisition. They're good for monetization. They drive ad revenue, fandom. They're also a…
…these as three dimensions: quality, variety, quantity, because they taken collectively drive acquisition, they drive retention, they drive the value that our consumers and our…
…programming. It plays a really important role, as Greg mentioned earlier, driving acquisition, accelerating ad revenue, fueling conversation, helping us to launch new shows. It's…
…a big outsized positive on the business. They drive conversation, drive net acquisition. We're going to continue to build out that global live event calendar…
Where the listed words were said
If you compare that to another content category, take animation series, kids' family TV, it's also about 5% of our content spend, the same amount…
…guidance and our business outlook. This question comes, "Driver of FX-neutral revenue growth slowing from 12% year-over-year in 2Q to 11% year-over-year as the guidance…
…a really strong track record, more than a decade, of translating those investments into value for our members and returns for the business. I'm going…
…event ever. World Baseball Classic is kind of like these other big live events, they behave a lot like our returning seasons of our big…
…how should investors think about the line between opportunistic IP and library acquisitions and larger scale M&A that could change Netflix's capital allocation or strategic…
…driver for growth for our business for the last two decades. This partnership with TF1 is yet just another approach to expanding that offering. We're…
…You see us launch new types of content like live, like video podcasts, cloud TV, games. Those are all doing different things in our portfolio…
…side, we believe it takes great artists to make something great, and AI is not changing that. AI will give creatives better tools to bring…
Our first half price changes, these are markets like U.S., Mexico, Spain. They've gone well. The results are consistent with prior price changes. They're consistent…
…also of Wells Fargo. As you look at the ad tier average revenue per membership today, what are the biggest opportunities for increasing that monetization?
…drama show. No unscripted, no local language, no originals, no comedies, no competition shows. Now we're the number one creator of original programming around the…
…space? Could Netflix library programming be used as an on-ramp for new subscribers, or would you be open to adding third-party licensed content to compete…
Agents: this page as TSV at /api/v1/appearances/netflix:2026-07-16:earnings_call · words: /api/v1/brief?appearance=netflix:2026-07-16:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP