Will Netflix say “Acquisition”?
Netflix did not say “Acquisition” on its Oct 20, 2026 call (FY26 Q3); it said it on 7 of its last 8 calls: 5, 4, 2, 4, 7, 8, 6, 0 times. As of Oct 24, 2026, Netflix said “Acquisition” on 4 of 5 calls with a settled Kalshi or Polymarket mention market since Oct 21, 2025 (80%), most recently on Jul 16, 2026. Parrot’s p for the next listing is 82% (n=5, from settlement history blended with transcripts), not a forecast.
- Last 10
- 4/5Last 10 settled, oldest to newest: yes yes yes yes no
- Streak
- not said last time
- Counts
- company speakers + operator
- Market
- 77¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Netflix
Acquisition
- Probability
- 82% · n=5
- Settled
- 4/5 (80%)
- Last calls
- said in 7 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
6 counted (3 in prepared remarks, 3 in Q&A).
…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…
Counts: company speakers + operator
8 counted (2 in prepared remarks, 6 in Q&A).
…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…
…fewer view hours than perhaps a scripted series. It's also got different acquisition characteristics. These are all things that we have to continually understand better.…
Counts: company speakers + operator
7 counted (1 in prepared remarks, 6 in Q&A).
…scale our cloud-first game strategy. We're working really hard to close the acquisition of Warner Brothers Studios and HBO, which we see as a strategic…
Every settled listing
newest first · 6 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Oct 20, 2026 | Acquisition |  Kalshi | No | 0 |
| Jul 16, 2026 | Acquisition | Kalshi | Yes | 6 |
| Apr 16, 2026 | Acquisition | Kalshi | Yes | 8 |
| Jan 20, 2026 | Acquisition |  Polymarket | Yes | 7 |
| Jan 20, 2026 | Acquisition | Kalshi | Yes | 7 |
| Oct 21, 2025 | Acquisition | Kalshi | Yes | 4 |
Questions
- How many times did Netflix say “Acquisition” on its last earnings call?
- Netflix did not say “Acquisition” on its Oct 20, 2026 call (FY26 Q3); it said it on 7 of its last 8 calls: 5, 4, 2, 4, 7, 8, 6, 0 times.
- How often does Netflix say “Acquisition”?
- As of Oct 24, 2026, Netflix said “Acquisition” on 4 of 5 calls with a settled Kalshi or Polymarket mention market since Oct 21, 2025 (80%), most recently on Jul 16, 2026.
- What is the probability Netflix says “Acquisition” next time?
- 82%, from settlement history blended with transcripts (n=5). It is a base rate from history, not a forecast and not advice.
- Who has to say it for the market to count?
- Under the next market's rule: company speakers + operator.
Cite parrot.markets, “Netflix: ‘Acquisition’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/NFLX/words/acquisition (CC BY 4.0)
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