Netflix (NFLX): FY26 Q3 earnings call, Oct 20, 2026
On its Oct 20, 2026 earnings call (FY26 Q3), Netflix said 11 of the 27 words Kalshi and Polymarket listed; Parrot’s count agreed with all 27 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
27 words · 11 settled yes · our count agreed on 27 of 27- 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 |
|---|---|---|---|---|---|---|---|
| Live Event | Yes | 5 | 5 | ✓ | 93%n=5+tx from settlement history blended with transcripts | Hear it 0:34, Live Event | – |
| Membership | Yes | 5 | 5 | ✓ | 78%n=1+tx from settlement history blended with transcripts | Hear it 1:53, Membership | – |
| Price Change / Price Point | Yes | 5 | 5 | ✓ | 75%n=3+tx from settlement history blended with transcripts | Hear it 3:52, Price Change / Price Point | – |
| Partnership | Yes | 4 | 4 | ✓ | 85%n=5+tx from settlement history blended with transcripts | Hear it 17:13, Partnership | – |
| NFL / Football | Yes | 4 | 4 | ✓ | 67%n=1+tx from settlement history blended with transcripts | Hear it 1:48, NFL / Football | – |
| NFL | Yes | 4 | 4 | ✓ | 65%n=1+tx from settlement history blended with transcripts | Hear it 1:48, NFL | – |
| Subscriber | Yes | 3 | 3 | ✓ | 61%n=5+tx from settlement history blended with transcripts | Hear it 10:36, Subscriber | – |
| Headcount | Yes | 2 | 2 | ✓ | 17%transcripts from the transcript model | Hear it 11:57, Headcount | – |
| Competition | Yes | 1 | 1 | ✓ | 90%n=4+tx from settlement history blended with transcripts | Hear it 3:11, Competition | – |
| TikTok / Short Form | Yes | 1 | 1 | ✓ | 33%transcripts from the transcript model | Hear it 0:38, TikTok / Short Form | – |
| World Cup | Yes | 1 | 1 | ✓ | 31%n=1+tx from settlement history blended with transcripts | Hear it 6:39, World Cup | – |
| Acquisition | No | 0 | 0 | ✓ | 94%n=4+tx from settlement history blended with transcripts | – | |
| Podcast | No | 0 | 0 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – | |
| KPop Demon Hunters | No | 0 | 0 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – | |
| YouTube | No | 0 | 0 | ✓ | 75%transcripts from the transcript model | – | |
| Tiktok / Youtube | No | 0 | 0 | ✓ | 74%transcripts from the transcript model | – | |
| AI / Artificial Intelligence 5+ times | No | 0 | 0 | ✓ | 67%n=1+tx from settlement history blended with transcripts | – | |
| Gaming | No | 0 | 0 | ✓ | 66%n=6+tx from settlement history blended with transcripts | – | |
| Paramount | No | 0 | 0 | ✓ | 44%n=3+tx from settlement history blended with transcripts | – | |
| GTA / Grand Theft Auto | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – | |
| Hollywood | No | 0 | 0 | ✓ | 40%n=4+tx from settlement history blended with transcripts | – | |
| Profitable | No | 0 | 0 | ✓ | 32%n=4+tx from settlement history blended with transcripts | – | |
| Ad-Supported | No | 0 | 0 | ✓ | 29%n=6+tx from settlement history blended with transcripts | – | |
| Layoff / Laid Off / Job Cuts | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| Restructuring / Reorganization | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| Rockstar | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| SI / Super Intelligence | 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 13:45 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
10 matches for “Disney”; 5 quoted, at least 25 words apart.
…we pair that exclusive programming with a broad offering of third-party programming, including second-run titles, deals we just did with Sony, Disney, Universal, and others.
…top influence the organization? What elements of success from his tenure at Disney are you most optimistic that Peter Rice can replicate at Netflix? Are…
…question. "How would you describe the third-party licensing market? It seems the Disney deal for 'Ice Age' and other content is a win-win, and this…
…on two recent deals that we're very excited about. You mentioned the Disney deal we just launched in October. That deal brought all of the…
…deal is that we benefit by expanding the entertainment offering, for sure. Disney benefits from the revenue and from putting that content in front of…
Where the listed words were said
…clarity in what has typically been Netflix's industry-leading strategy. What role do live events, or becoming a centralized streaming portal, or offering short-form video, third…
…were also up on a per member basis, all of which drives membership. It drove membership and nearly 20% year-over-year revenue growth. That is a…
…ultimate determinant of are we delivering that value is the reaction to price changes. Those recent price changes that we did, including in the United…
…what are the guidelines you are using to evaluate these types of partnerships going forward? The related question comes from Matthew Condon of Citizens Bank.…
…the Canelo-Crawford fight or the event-type sports that we do with the NFL and the MLB, these events break through. They stand out, they drive…
…Amanda Seyfried. In addition to all that, we've got our Christmas Day NFL games, and we'll now have the first Thanksgiving Eve game, which we…
…Greg. But we see titles across Latin America, EMEA, APAC, driving engagement, subscriber growth, revenue, and profit. The U.S. is also working. It's just not…
…of StoneX. The question is: I wanted to touch on your recent headcount reductions, which is the largest since 2022. I recognize that you may…
…to other geographies? How would you frame any variables such as content, seasonality, competition, that might be driving any such divergences in engagement by region?
…This is the first time we're doing that. Of course, the Women's World Cup in the U.S. and Canada. So there is just a lot…
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