Keyword → guidance miss

Netflix Q2 2026 Revenue Misses at $12.56B, Q3 Guided to $12.86B vs. $13B Estimate — Stock Falls 8.5% After-Hours

Netflix reported Q2 2026 revenue of $12.56 billion, up 13.4% year-over-year but narrowly missing the Wall Street consensus of $12.59 billion, while guiding Q3 revenue to $12.86 billion against analyst expectations of $13.0 billion. EPS of $0.80 beat by one cent, but operating margin slipped to 33.4% from 34.1% a year earlier. Shares fell more than 8% in after-hours trading Thursday as the company also announced it will reduce the frequency of its viewership disclosure reports.

Lululemon Beats Q4 Estimates But Shocks Investors With Bleak 2026 Guidance; Americas Revenue Slides, CEO Search Drags On

Lululemon Athletica beat fourth-quarter earnings estimates Tuesday evening, reporting Q4 revenue of $3.64 billion and EPS of $5.01, but the company's 2026 guidance delivered a stark warning to investors: full-year EPS is projected to fall to $12.10–$12.30 from $13.26 in fiscal 2025, marking a second consecutive year of declining profitability. Americas revenue fell 4% in Q4 and is expected to decline a further 1%–3% in 2026, while the company continues to operate without a permanent CEO.