Netflixreason 02 of 4it makes it for less than anyone else canderived 2026-09-11accession 0001065280-26-000212
We expect to continue to significantly invest in global content, particularly in original content, which will impact our liquidity
The increase in cost of revenues was primarily due to a $479 million increase in content amortization relating to our existing and new content
content obligations were comprised of $3.9 billion included in 'Current content liabilities' and $1.6 billion of 'Non-current content liabilities' on the Consolidated Balance Sheets and $19.6 billion of obligations that are not reflected on the Consolidated Balance Sheets
no findingread · nothing bore on it
It held on this filing. No finding was written because nothing in it bore on the reason — the sentences it was read against are below.
the evidence · every sentence checkedfour sentences · whole, uncut
the claims it rests on
“We expect to continue to significantly invest in global content, particularly in original content, which will impact our liquidity”
“The increase in cost of revenues was primarily due to a $479 million increase in content amortization relating to our existing and new content”
“content obligations were comprised of $3.9 billion included in 'Current content liabilities' and $1.6 billion of 'Non-current content liabilities' on the Consolidated Balance Sheets and $19.6 billion of obligations that are not reflected on the Consolidated Balance Sheets”
what it was checked against
content amortization increase in cost of revenues
“Net income fo r the three months ended June 30, 2026 increased $276 million as compared to the prior comparative period, primarily due to a $418 million increase in operating income, driven by a $1,481 million increase in revenues and partially offset by a $712 million increase in cost of revenues primarily due to an increase in content amortization.”