After analyzing the Q2 2026 earnings reports and future strategies of Netflix and Meta, Yahoo Finance analysts noted that Netflix reported revenue of $12.56 billion, a 13.37% year-over-year increase, and earnings per share (EPS) of $0.80. Its advertising revenue is expected to double this year to $3 billion, and the company executed a record $4.7 billion in share buybacks. In contrast, Meta reported revenue of $60.8 billion, a 27.96% year-over-year increase, but its EPS of $6.18 missed expectations. Its operating margin decreased from 43% to 31%, and annual capital expenditures are projected to be approximately $140 billion, betting heavily on AI. Analysts believe Netflix is a more stable investment choice.