Consumer Technology
Netflix
The world's largest streaming video platform, expanding use of generative AI across content production to cut costs and accelerate output, while growing content spend to roughly $20 billion in 2026 amid intensifying streaming competition. Netflix reported Q2 2026 revenue of $12.6 billion (up 13% year-over-year) and tightened full-year 2026 revenue guidance to $51.0-51.4 billion; generative AI workflows touched roughly 300 titles during the year, concentrated in post-production, while advertising revenue is expected to roughly double to approximately $3 billion in 2026.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentioned by LiveRamp
“The event included more than 40 presentations and panels featuring some of our largest customers and partners, such as General Motors, JPMorgan Chase, Netflix, and Meta.”
SEC 8-K exhibit (0001104659-26-062908) · May 18, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 83% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Netflix, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- The Wrap / Fortune coverage of Netflix Q2 2026 earnings — Netflix used AI in nearly 300 titles in 2026, cutting production costs in half on key scenes80% source confidence
- Hollywood Reporter — Netflix's ad-tier revenue expected to roughly double to $3B in 2026 as content spend rises to $20B74% source confidence
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Netflix depends on below, and who depends on Netflix above — click any node to make it the new center, 3 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.