Netflix (NFLX)

EarningsTranscriptsUpdated

Every word

41–71 of 71, most settled first · page 2 of 2
Netflix: every word with settled markets, most settled first
WordQ4’24Jan '25Q1’25Apr '25Q2’25Jul '25Q3’25Oct '25Q4’25Jan '26Q1’26Apr '26Q2’26Jul '26Q3’26last callTrendLast 8ScriptedAll-timeProbability
ARPU / Average Revenue Per User0 times: ARPU / Average Revenue Per User, Q4’24 Jan '250 times: ARPU / Average Revenue Per User, Q1’25 Apr '250 times: ARPU / Average Revenue Per User, Q2’25 Jul '250 times: ARPU / Average Revenue Per User, Q3’25 Oct '250 times: ARPU / Average Revenue Per User, Q4’25 Jan '260 times: ARPU / Average Revenue Per User, Q1’26 Apr '260 times: ARPU / Average Revenue Per User, Q2’26 Jul '260 times: ARPU / Average Revenue Per User, Q3’26 Oct '26steady0/80%0/80%24/8429%14%n=1+tx from settlement history blended with transcripts
Million / Billion / Trillion15+ times16 times: Million / Billion / Trillion 15+ times, Q4’24 Jan '25, counts as said10 times: Million / Billion / Trillion 15+ times, Q1’25 Apr '25, below the threshold9 times: Million / Billion / Trillion 15+ times, Q2’25 Jul '25, below the threshold4 times: Million / Billion / Trillion 15+ times, Q3’25 Oct '25, below the threshold9 times: Million / Billion / Trillion 15+ times, Q4’25 Jan '26, below the threshold9 times: Million / Billion / Trillion 15+ times, Q1’26 Apr '26, below the threshold12 times: Million / Billion / Trillion 15+ times, Q2’26 Jul '26, below the threshold0 times: Million / Billion / Trillion 15+ times, Q3’26 Oct '26falling1/812%0/80%34/8440%17%n=1+tx from settlement history blended with transcripts
Crypto / Bitcoinnever said0 times: Crypto / Bitcoin, Q4’24 Jan '250 times: Crypto / Bitcoin, Q1’25 Apr '250 times: Crypto / Bitcoin, Q2’25 Jul '250 times: Crypto / Bitcoin, Q3’25 Oct '250 times: Crypto / Bitcoin, Q4’25 Jan '260 times: Crypto / Bitcoin, Q1’26 Apr '260 times: Crypto / Bitcoin, Q2’26 Jul '260 times: Crypto / Bitcoin, Q3’26 Oct '26steady0/80%0/80%0/840%13%n=1+tx from settlement history blended with transcripts
Canada4 times: Canada, Q4’24 Jan '25, counts as said5 times: Canada, Q1’25 Apr '25, counts as said0 times: Canada, Q2’25 Jul '250 times: Canada, Q3’25 Oct '250 times: Canada, Q4’25 Jan '261 time: Canada, Q1’26 Apr '26, counts as said0 times: Canada, Q2’26 Jul '261 time: Canada, Q3’26 Oct '26, counts as saidfalling4/850%0/80%38/8445%42%n=1+tx from settlement history blended with transcripts
Canelo0 times: Canelo, Q4’24 Jan '250 times: Canelo, Q1’25 Apr '251 time: Canelo, Q2’25 Jul '25, counts as said5 times: Canelo, Q3’25 Oct '25, counts as said0 times: Canelo, Q4’25 Jan '260 times: Canelo, Q1’26 Apr '260 times: Canelo, Q2’26 Jul '261 time: Canelo, Q3’26 Oct '26, counts as saidsteady3/838%2/825%3/844%32%n=1+tx from settlement history blended with transcripts
Chill0 times: Chill, Q4’24 Jan '250 times: Chill, Q1’25 Apr '250 times: Chill, Q2’25 Jul '250 times: Chill, Q3’25 Oct '250 times: Chill, Q4’25 Jan '261 time: Chill, Q1’26 Apr '26, counts as said0 times: Chill, Q2’26 Jul '260 times: Chill, Q3’26 Oct '26steady1/812%0/80%1/841%24%n=1+tx from settlement history blended with transcripts
Cloud gaming0 times: Cloud gaming, Q4’24 Jan '250 times: Cloud gaming, Q1’25 Apr '250 times: Cloud gaming, Q2’25 Jul '250 times: Cloud gaming, Q3’25 Oct '250 times: Cloud gaming, Q4’25 Jan '260 times: Cloud gaming, Q1’26 Apr '260 times: Cloud gaming, Q2’26 Jul '260 times: Cloud gaming, Q3’26 Oct '26steady0/80%0/80%1/841%12%n=1+tx from settlement history blended with transcripts
Cryptonever said0 times: Crypto, Q4’24 Jan '250 times: Crypto, Q1’25 Apr '250 times: Crypto, Q2’25 Jul '250 times: Crypto, Q3’25 Oct '250 times: Crypto, Q4’25 Jan '260 times: Crypto, Q1’26 Apr '260 times: Crypto, Q2’26 Jul '260 times: Crypto, Q3’26 Oct '26steady0/80%0/80%0/840%12%n=1+tx from settlement history blended with transcripts
Debt0 times: Debt, Q4’24 Jan '250 times: Debt, Q1’25 Apr '250 times: Debt, Q2’25 Jul '250 times: Debt, Q3’25 Oct '250 times: Debt, Q4’25 Jan '260 times: Debt, Q1’26 Apr '260 times: Debt, Q2’26 Jul '260 times: Debt, Q3’26 Oct '26steady0/80%0/80%27/8432%14%n=1+tx from settlement history blended with transcripts
Downgrade0 times: Downgrade, Q4’24 Jan '250 times: Downgrade, Q1’25 Apr '250 times: Downgrade, Q2’25 Jul '250 times: Downgrade, Q3’25 Oct '250 times: Downgrade, Q4’25 Jan '260 times: Downgrade, Q1’26 Apr '260 times: Downgrade, Q2’26 Jul '260 times: Downgrade, Q3’26 Oct '26steady0/80%0/80%1/841%13%n=1+tx from settlement history blended with transcripts
Drive to Survive1 time: Drive to Survive, Q4’24 Jan '25, counts as said0 times: Drive to Survive, Q1’25 Apr '250 times: Drive to Survive, Q2’25 Jul '250 times: Drive to Survive, Q3’25 Oct '250 times: Drive to Survive, Q4’25 Jan '260 times: Drive to Survive, Q1’26 Apr '260 times: Drive to Survive, Q2’26 Jul '260 times: Drive to Survive, Q3’26 Oct '26falling1/812%0/80%6/847%18%n=1+tx from settlement history blended with transcripts
Ecosystem3 times: Ecosystem, Q4’24 Jan '25, counts as said1 time: Ecosystem, Q1’25 Apr '25, counts as said0 times: Ecosystem, Q2’25 Jul '250 times: Ecosystem, Q3’25 Oct '250 times: Ecosystem, Q4’25 Jan '261 time: Ecosystem, Q1’26 Apr '26, counts as said0 times: Ecosystem, Q2’26 Jul '260 times: Ecosystem, Q3’26 Oct '26falling3/838%0/80%30/8436%25%n=1+tx from settlement history blended with transcripts
Emmy0 times: Emmy, Q4’24 Jan '250 times: Emmy, Q1’25 Apr '251 time: Emmy, Q2’25 Jul '25, counts as said0 times: Emmy, Q3’25 Oct '252 times: Emmy, Q4’25 Jan '26, counts as said0 times: Emmy, Q1’26 Apr '263 times: Emmy, Q2’26 Jul '26, counts as said1 time: Emmy, Q3’26 Oct '26, counts as saidrising4/850%0/80%18/8421%59%n=1+tx from settlement history blended with transcripts
Formula 1 / F10 times: Formula 1 / F1, Q4’24 Jan '251 time: Formula 1 / F1, Q1’25 Apr '25, counts as said1 time: Formula 1 / F1, Q2’25 Jul '25, counts as said1 time: Formula 1 / F1, Q3’25 Oct '25, counts as said0 times: Formula 1 / F1, Q4’25 Jan '260 times: Formula 1 / F1, Q1’26 Apr '260 times: Formula 1 / F1, Q2’26 Jul '260 times: Formula 1 / F1, Q3’26 Oct '26falling3/838%1/812%9/8411%19%n=1+tx from settlement history blended with transcripts
GTA / Grand Theft Auto2 times: GTA / Grand Theft Auto, Q4’24 Jan '25, counts as said1 time: GTA / Grand Theft Auto, Q1’25 Apr '25, counts as said2 times: GTA / Grand Theft Auto, Q2’25 Jul '25, counts as said1 time: GTA / Grand Theft Auto, Q3’25 Oct '25, counts as said1 time: GTA / Grand Theft Auto, Q4’25 Jan '26, counts as said0 times: GTA / Grand Theft Auto, Q1’26 Apr '260 times: GTA / Grand Theft Auto, Q2’26 Jul '260 times: GTA / Grand Theft Auto, Q3’26 Oct '26falling5/862%0/80%6/847%28%n=1+tx from settlement history blended with transcripts
Movie7+ times15 times: Movie 7+ times, Q4’24 Jan '25, counts as said4 times: Movie 7+ times, Q1’25 Apr '25, below the threshold6 times: Movie 7+ times, Q2’25 Jul '25, below the threshold8 times: Movie 7+ times, Q3’25 Oct '25, counts as said4 times: Movie 7+ times, Q4’25 Jan '26, below the threshold2 times: Movie 7+ times, Q1’26 Apr '26, below the threshold2 times: Movie 7+ times, Q2’26 Jul '26, below the threshold11 times: Movie 7+ times, Q3’26 Oct '26, counts as saidfalling3/838%1/812%34/8440%34%n=1+tx from settlement history blended with transcripts
Netflix30+ times17 times: Netflix 30+ times, Q4’24 Jan '25, below the threshold28 times: Netflix 30+ times, Q1’25 Apr '25, below the threshold22 times: Netflix 30+ times, Q2’25 Jul '25, below the threshold21 times: Netflix 30+ times, Q3’25 Oct '25, below the threshold12 times: Netflix 30+ times, Q4’25 Jan '26, below the threshold24 times: Netflix 30+ times, Q1’26 Apr '26, below the threshold18 times: Netflix 30+ times, Q2’26 Jul '26, below the threshold23 times: Netflix 30+ times, Q3’26 Oct '26, below the thresholdsteady0/80%0/80%9/8411%16%n=1+tx from settlement history blended with transcripts
One Piece0 times: One Piece, Q4’24 Jan '250 times: One Piece, Q1’25 Apr '251 time: One Piece, Q2’25 Jul '25, counts as said1 time: One Piece, Q3’25 Oct '25, counts as said1 time: One Piece, Q4’25 Jan '26, counts as said1 time: One Piece, Q1’26 Apr '26, counts as said0 times: One Piece, Q2’26 Jul '260 times: One Piece, Q3’26 Oct '26steady4/850%1/812%9/8411%33%n=1+tx from settlement history blended with transcripts
Password0 times: Password, Q4’24 Jan '250 times: Password, Q1’25 Apr '250 times: Password, Q2’25 Jul '250 times: Password, Q3’25 Oct '250 times: Password, Q4’25 Jan '260 times: Password, Q1’26 Apr '260 times: Password, Q2’26 Jul '260 times: Password, Q3’26 Oct '26steady0/80%0/80%11/8413%14%n=1+tx from settlement history blended with transcripts
Password sharing / Password-sharing0 times: Password sharing / Password-sharing, Q4’24 Jan '250 times: Password sharing / Password-sharing, Q1’25 Apr '250 times: Password sharing / Password-sharing, Q2’25 Jul '250 times: Password sharing / Password-sharing, Q3’25 Oct '250 times: Password sharing / Password-sharing, Q4’25 Jan '260 times: Password sharing / Password-sharing, Q1’26 Apr '260 times: Password sharing / Password-sharing, Q2’26 Jul '260 times: Password sharing / Password-sharing, Q3’26 Oct '26steady0/80%0/80%8/8410%14%n=1+tx from settlement history blended with transcripts
Pivot0 times: Pivot, Q4’24 Jan '251 time: Pivot, Q1’25 Apr '25, counts as said0 times: Pivot, Q2’25 Jul '251 time: Pivot, Q3’25 Oct '25, counts as said1 time: Pivot, Q4’25 Jan '26, counts as said0 times: Pivot, Q1’26 Apr '260 times: Pivot, Q2’26 Jul '260 times: Pivot, Q3’26 Oct '26steady3/838%2/825%7/848%25%n=1+tx from settlement history blended with transcripts
Price Change0 times: Price Change, Q4’24 Jan '252 times: Price Change, Q1’25 Apr '25, counts as said1 time: Price Change, Q2’25 Jul '25, counts as said0 times: Price Change, Q3’25 Oct '250 times: Price Change, Q4’25 Jan '262 times: Price Change, Q1’26 Apr '26, counts as said3 times: Price Change, Q2’26 Jul '26, counts as said5 times: Price Change, Q3’26 Oct '26, counts as saidrising5/862%0/80%30/8436%68%n=1+tx from settlement history blended with transcripts
Recession0 times: Recession, Q4’24 Jan '252 times: Recession, Q1’25 Apr '25, counts as said0 times: Recession, Q2’25 Jul '250 times: Recession, Q3’25 Oct '250 times: Recession, Q4’25 Jan '260 times: Recession, Q1’26 Apr '260 times: Recession, Q2’26 Jul '260 times: Recession, Q3’26 Oct '26falling1/812%0/80%8/8410%18%n=1+tx from settlement history blended with transcripts
Rockstarnever said0 times: Rockstar, Q4’24 Jan '250 times: Rockstar, Q1’25 Apr '250 times: Rockstar, Q2’25 Jul '250 times: Rockstar, Q3’25 Oct '250 times: Rockstar, Q4’25 Jan '260 times: Rockstar, Q1’26 Apr '260 times: Rockstar, Q2’26 Jul '260 times: Rockstar, Q3’26 Oct '26steady0/80%0/80%0/840%11%n=1+tx from settlement history blended with transcripts
Russia1 time: Russia, Q4’24 Jan '25, counts as said1 time: Russia, Q1’25 Apr '25, counts as said0 times: Russia, Q2’25 Jul '251 time: Russia, Q3’25 Oct '25, counts as said0 times: Russia, Q4’25 Jan '261 time: Russia, Q1’26 Apr '26, counts as said1 time: Russia, Q2’26 Jul '26, counts as said0 times: Russia, Q3’26 Oct '26steady5/862%0/80%12/8414%37%n=1+tx from settlement history blended with transcripts
SI / Super Intelligencenever said0 times: SI / Super Intelligence, Q4’24 Jan '250 times: SI / Super Intelligence, Q1’25 Apr '250 times: SI / Super Intelligence, Q2’25 Jul '250 times: SI / Super Intelligence, Q3’25 Oct '250 times: SI / Super Intelligence, Q4’25 Jan '260 times: SI / Super Intelligence, Q1’26 Apr '260 times: SI / Super Intelligence, Q2’26 Jul '260 times: SI / Super Intelligence, Q3’26 Oct '26steady0/80%0/80%0/840%11%n=1+tx from settlement history blended with transcripts
Synergy1 time: Synergy, Q4’24 Jan '25, counts as said0 times: Synergy, Q1’25 Apr '250 times: Synergy, Q2’25 Jul '251 time: Synergy, Q3’25 Oct '25, counts as said1 time: Synergy, Q4’25 Jan '26, counts as said1 time: Synergy, Q1’26 Apr '26, counts as said0 times: Synergy, Q2’26 Jul '260 times: Synergy, Q3’26 Oct '26steady4/850%0/80%11/8413%32%n=1+tx from settlement history blended with transcripts
Tariff0 times: Tariff, Q4’24 Jan '251 time: Tariff, Q1’25 Apr '25, counts as said0 times: Tariff, Q2’25 Jul '250 times: Tariff, Q3’25 Oct '250 times: Tariff, Q4’25 Jan '260 times: Tariff, Q1’26 Apr '260 times: Tariff, Q2’26 Jul '260 times: Tariff, Q3’26 Oct '26steady1/812%0/80%1/841%18%n=1+tx from settlement history blended with transcripts
Tiktok / Youtube1 time: Tiktok / Youtube, Q4’24 Jan '25, counts as said6 times: Tiktok / Youtube, Q1’25 Apr '25, counts as said5 times: Tiktok / Youtube, Q2’25 Jul '25, counts as said2 times: Tiktok / Youtube, Q3’25 Oct '25, counts as said5 times: Tiktok / Youtube, Q4’25 Jan '26, counts as said0 times: Tiktok / Youtube, Q1’26 Apr '261 time: Tiktok / Youtube, Q2’26 Jul '26, counts as said0 times: Tiktok / Youtube, Q3’26 Oct '26falling6/875%0/80%47/8456%50%n=1+tx from settlement history blended with transcripts
User4 times: User, Q4’24 Jan '25, counts as said2 times: User, Q1’25 Apr '25, counts as said6 times: User, Q2’25 Jul '25, counts as said2 times: User, Q3’25 Oct '25, counts as said0 times: User, Q4’25 Jan '262 times: User, Q1’26 Apr '26, counts as said0 times: User, Q2’26 Jul '261 time: User, Q3’26 Oct '26, counts as saidfalling6/875%1/812%65/8477%49%n=1+tx from settlement history blended with transcripts
WWE3 times: WWE, Q4’24 Jan '25, counts as said1 time: WWE, Q1’25 Apr '25, counts as said2 times: WWE, Q2’25 Jul '25, counts as said1 time: WWE, Q3’25 Oct '25, counts as said0 times: WWE, Q4’25 Jan '260 times: WWE, Q1’26 Apr '260 times: WWE, Q2’26 Jul '260 times: WWE, Q3’26 Oct '26falling4/850%1/812%9/8411%22%n=1+tx from settlement history blended with transcripts
What the columns mean
Last N
of the appearances shown, how many counted as said
Trend
how the count moved over these calls
Scripted
calls of the last 8 where it was said in the prepared remarks
All-time
every call on file
Probability
the calibrated probability for the next listing; n is the settled observations behind it when it was computed, '+tx' adds the transcripts, 'new' means too little history

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Agents: this page as TSV at /api/v1/entity/netflix · words: /api/v1/history?entity=netflix · columnar JSON in #parrot-data · llms.txt · MCP