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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Other Events. On April 22, 2026, the Board of Directors (the “Board”) of Netflix, Inc. (the “Company”) authorized the repurchase of an additional $25 billion of the Company’s common stock, in addition to the repurchase program authorized in December 2024, each without an expiration date. The Company had approximately $6.8 billion available for repurchase as of March 31, 2026 under the Company’s December 2024 share repurchase authorization. Stock repurchases may be effected through open market…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On April 10, 2026, Reed Hastings informed the Company of his decision to not stand for re-election as a director at the Company’s 2026 annual meeting of stockholders (the “Annual Meeting”). Mr. Hastings’ current term will expire at the Annual Meeting. He will continue to serve as a director and Chairman of the Board until the Annual Meeting. Mr. Ha…
Results of Operations and Financial Condition. On April 16, 2026, Netflix, Inc. (the “Company”) announced its financial results for the quarter ended March 31, 2026. The Letter to Shareholders, which is attached hereto as Exhibit 99.1 and is incorporated herein by reference, includes reference to the non-GAAP financial information. A reconciliation to the GAAP equivalent of non-GAAP measures is contained in tabular form in Exhibit 99.1. We are not able to reconcile forward-looking non-GAAP fi…
Termination of a Material Definitive Agreement. As previously disclosed, on January 19, 2026, Netflix, Inc., a Delaware corporation (“Netflix”), Nightingale Sub, Inc., a Delaware corporation and wholly owned subsidiary of Netflix (“Merger Sub”), Warner Bros. Discovery, Inc., a Delaware corporation (“WBD”), and New Topco 25, Inc., a newly formed Delaware corporation and wholly owned subsidiary of WBD (“Newco”), entered into an Amended and Restated Agreement and Plan of Merger (the “Merger Agre…
Results of Operations and Financial Condition. On January 20, 2026, Netflix, Inc. (the “Company”) announced its financial results for the quarter ended December 31, 2025. The Letter to Shareholders, which is attached hereto as Exhibit 99.1 and is incorporated herein by reference, includes reference to the non-GAAP financial information. A reconciliation to the GAAP equivalent of non-GAAP measures is contained in tabular form in Exhibit 99.1. We are not able to reconcile forward-looking non-GA…
Entry into a Material Definitive Agreement. Amended and Restated Agreement and Plan of Merger On January 19, 2026, Netflix, Inc., a Delaware corporation (“Netflix”), Nightingale Sub, Inc., a Delaware corporation and wholly owned subsidiary of Netflix (“Merger Sub”), Warner Bros. Discovery, Inc., a Delaware corporation (“WBD”), and New Topco 25, Inc., a newly formed Delaware corporation and wholly owned subsidiary of WBD (“Newco”), entered into an Amended and Restated Agreement and Plan of Mer…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information included under
Entry into a Material Definitive Agreement. On December 19, 2025, Netflix, Inc. (“Netflix”) successfully replaced a portion of the commitments under its previously disclosed bridge commitment letter with a more permanent and cost effective funding structure, as further described below. Revolving Credit Agreement On December 19, 2025, Netflix entered into a Senior Unsecured Revolving Credit Agreement (the “Revolving Credit Agreement”) with the lenders party thereto and Wells Fargo Bank, Nation…
of the Original 8-K, and the description of the Merger Agreement and the Merger (as defined in the Original 8-K) in the Original 8-K is qualified in its entirety by reference to the full text of the Merger Agreement attached hereto as Exhibit 2.1. Other than as expressly set forth herein, the Original 8-K remains unchanged.
Entry into a Material Definitive Agreement. Agreement and Plan of Merger On December 4, 2025, Netflix, Inc., a Delaware corporation (“Netflix”), Nightingale Sub, Inc., a Delaware corporation and wholly owned subsidiary of Netflix (“Merger Sub”), Warner Bros. Discovery, Inc., a Delaware corporation (“WBD”), and New Topco 25, Inc., a newly formed Delaware corporation and wholly owned subsidiary of WBD (“Newco”), entered into an Agreement and Plan of Merger (the “Merger Agreement”), pursuant to…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 30, 2025, the Compensation Committee (the “Committee”) of the Board of Directors (the “Board”) of Netflix, Inc. (the “Company”) approved the amendments described herein to compensatory arrangements of co-Chief Executive Officers, Ted Sarandos and Greg Peters; Chief Financial Officer, Spencer Neumann; and Chief Legal Officer, David Hyman…
Results of Operations and Financial Condition. On October 21, 2025, Netflix, Inc. (the “Company”) announced its financial results for the quarter ended September 30, 2025. The Letter to Shareholders, which is attached hereto as Exhibit 99.1 and is incorporated herein by reference, includes reference to the non-GAAP financial information. A reconciliation to the GAAP equivalent of non-GAAP measures is contained in tabular form in Exhibit 99.1. We are not able to reconcile forward-looking non-G…
Results of Operations and Financial Condition. On July 17, 2025, Netflix, Inc. (the “Company”) announced its financial results for the quarter ended June 30, 2025. The Letter to Shareholders, which is attached hereto as Exhibit 99.1 and is incorporated herein by reference, includes reference to the non-GAAP financial information. A reconciliation to the GAAP equivalent of non-GAAP measures is contained in tabular form in Exhibit 99.1. We are not able to reconcile forward-looking non-GAAP fina…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On June 22, 2025, Elinor Mertz was appointed to the Board of Directors (the “Board”) of Netflix, Inc. (the “Company”) effective immediately, for a term expiring at the Company's 2026 annual meeting of stockholders, or until her earlier resignation or removal. Ms. Mertz was also appointed to serve on the Audit Committee of the Board (the “Audit Comm…
Results of Operations and Financial Condition. On April 17, 2025, Netflix, Inc. (the “Company”) announced its financial results for the quarter ended March 31, 2025. The Letter to Shareholders, which is attached hereto as Exhibit 99.1 and is incorporated herein by reference, includes reference to the non-GAAP financial information. A reconciliation to the GAAP equivalent of non-GAAP measures is contained in tabular form in Exhibit 99.1. We are not able to reconcile forward-looking non-GAAP fi…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On April 11, 2025, Reed Hastings informed the Company of his intent to transition from his executive officer position. Effective April 17, 2025, Reed Hastings will transition to serve as Chairman of the board of directors of the Company (the “Board”) and non-executive director. On April 11, 2025, Timothy Haley informed the Company of his decision t…
Other Events. In December 2024, the Board of Directors (the “Board”) of Netflix, Inc. (the “Company”) authorized the repurchase of an additional $15 billion of the Company’s common stock, in addition to the repurchase program authorized in September 2023, each without an expiration date. Following the increase, the Company had approximately $17.1 billion available for repurchases as of December 31, 2024. Stock repurchases may be effected through open market repurchases in compliance with Rule…
Results of Operations and Financial Condition. On January 21, 2025, Netflix, Inc. (the “Company”) announced its financial results for the quarter ended December 31, 2024. The Letter to Shareholders, which is attached hereto as Exhibit 99.1 and is incorporated herein by reference, includes reference to the non-GAAP financial information. A reconciliation to the GAAP equivalent of non-GAAP measures is contained in tabular form in Exhibit 99.1. We are not able to reconcile forward-looking non-GA…
Results of Operations and Financial Condition. On October 17, 2024, Netflix, Inc. (the “Company”) announced its financial results for the quarter ended September 30, 2024. The Letter to Shareholders, which is attached hereto as Exhibit 99.1 and is incorporated herein by reference, includes reference to the non-GAAP financial information. A reconciliation to the GAAP equivalent of non-GAAP measures is contained in tabular form in Exhibit 99.1. We are not able to reconcile forward-looking non-G…
Other Events. On August 1, 2024, Netflix, Inc. (the “Company”) completed a registered public offering of $1 billion in aggregate principal amount of 4.90% senior unsecured notes due 2034 and $800 million in aggregate principal amount of 5.40% senior unsecured notes due 2054 (collectively, the “Notes”) pursuant to an underwriting agreement (the “Underwriting Agreement”) with Morgan Stanley & Co. LLC, Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC and Wells Fargo Securities, LLC, as repres…
Results of Operations and Financial Condition. On July 18, 2024, Netflix, Inc. (the “Company”) announced its financial results for the quarter ended June 30, 2024. The Letter to Shareholders, which is attached hereto as Exhibit 99.1 and is incorporated herein by reference, includes reference to the non-GAAP financial information. A reconciliation to the GAAP equivalent of non-GAAP measures is contained in tabular form in Exhibit 99.1. We are not able to reconcile forward-looking non-GAAP fina…
Other Events. On April 12, 2024, Netflix, Inc. (the “Company”) entered into a Senior Unsecured Revolving Credit Agreement (the “Revolving Credit Agreement”) among the Company, the lenders party thereto and JPMorgan Chase Bank, N.A., as the administrative agent. The Revolving Credit Agreement provides for a $3,000,000,000 unsecured revolving credit facility. The Company did not borrow any amount under the Revolving Credit Agreement at closing. The Company may use the proceeds of future borrowi…
Results of Operations and Financial Condition. On April 18, 2024, Netflix, Inc. (the “Company”) announced its financial results for the quarter ended March 31, 2024. The Letter to Shareholders, which is attached hereto as Exhibit 99.1 and is incorporated herein by reference, includes reference to the non-GAAP financial information. A reconciliation to the GAAP equivalent of non-GAAP measures is contained in tabular form in Exhibit 99.1. We are not able to reconcile forward-looking non-GAAP fi…
Results of Operations and Financial Condition. On January 23, 2024, Netflix, Inc. (the “Company”) announced its financial results for the quarter ended December 31, 2023. The Letter to Shareholders, which is attached hereto as Exhibit 99.1 and is incorporated herein by reference, includes reference to the non-GAAP financial information. A reconciliation to the GAAP equivalent of non-GAAP measures is contained in tabular form in Exhibit 99.1. We are not able to reconcile forward-looking non-GA…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. The Compensation Committee of the Board of Directors (the “Committee”) of Netflix, Inc. (the “Company”) approved the 2024 executive compensation program for the Company’s co-Chief Executive Officers, Ted Sarandos and Greg Peters; Executive Chairman, Reed Hastings; Chief Financial Officer, Spencer Neumann; and Chief Legal Officer, David Hyman, who a…
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