Will Netflix say “Competition”?
Netflix said “Competition” 1 time on its Oct 20, 2026 call (FY26 Q3), and on 7 of its last 8 calls: 0, 1, 3, 5, 6, 6, 2, 1 times. As of Oct 24, 2026, Netflix said “Competition” on 5 of 5 calls with a settled Kalshi or Polymarket mention market since Oct 21, 2025 (100%), most recently on Oct 20, 2026. Parrot’s p for the next listing is 89% (n=5, from settlement history blended with transcripts), not a forecast.
- Last 10
- 5/5Last 10 settled, oldest to newest: yes yes yes yes yes
- Streak
- said the last 5 times
- Counts
- company speakers + operator
- Market
- 89¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Netflix
Competition
- Probability
- 89% · n=5
- Settled
- 5/5 (100%)
- Last calls
- said in 7 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
1 counted (0 in prepared remarks, 1 in Q&A).
…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?
Counts: company speakers + operator
2 counted (0 in prepared remarks, 2 in Q&A).
…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…
…of Netflix bringing back free trials in select markets? What provoked these tests and are they a function of increased competition, market saturation, or both?
Counts: company speakers + operator
6 counted (4 in prepared remarks, 2 in Q&A).
…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…
…That's actually despite having the Winter Olympics, 17 days of robust streaming competition landing Q1 as well. As we said, and as you alluded to…
Every settled listing
newest first · 6 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Oct 20, 2026 | Competition |  Kalshi | Yes | 1 |
| Jul 16, 2026 | Competition | Kalshi | Yes | 2 |
| Apr 16, 2026 | Competition | Kalshi | Yes | 6 |
| Jan 20, 2026 | Competition |  Polymarket | Yes | 6 |
| Jan 20, 2026 | Competition | Kalshi | Yes | 6 |
| Oct 21, 2025 | Competition | Kalshi | Yes | 5 |
Questions
- How many times did Netflix say “Competition” on its last earnings call?
- Netflix said “Competition” 1 time on its Oct 20, 2026 call (FY26 Q3), and on 7 of its last 8 calls: 0, 1, 3, 5, 6, 6, 2, 1 times.
- How often does Netflix say “Competition”?
- As of Oct 24, 2026, Netflix said “Competition” on 5 of 5 calls with a settled Kalshi or Polymarket mention market since Oct 21, 2025 (100%), most recently on Oct 20, 2026.
- What is the probability Netflix says “Competition” next time?
- 89%, 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: ‘Competition’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/NFLX/words/competition (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=netflix&word=competition · quotes: /api/v1/quotes?entity=netflix&word=… · columnar JSON in #parrot-data · llms.txt · MCP