Roll out paid sharing more broadly

Not delivered by the deadline

AI-confirmed · human review in progress Independent AI checks agreed on primary SEC or regulator evidence. Records are now being reviewed by hand, starting with those our customers order.

Announced: 19 Jan 2023
Due: 31 Mar 2023
Checked: 4 Oct 2026

Deadline
Met
Late
Not met
Today

What the company said

“In addition, we expect to roll out paid sharing more broadly later in Q1’23”

SourceNetflix Inc. Form 8-K press release, 2023-01-19
FilingSEC filing index
Deadline as statedlater in Q1’23
Deadline used31 Mar 2023, the last day of the stated period
TypeProduct
Permanent referenceKI-C-2023-NFLX-004582
Cite as https://keptindex.org/c/KI-C-2023-NFLX-004582/ — this address never changes.

What we found

Evidence strength A What the grades mean

Netflix explicitly stated in an April 2023 filing that it shifted the broad launch of paid sharing from late Q1 to Q2, meaning the commitment was not met by the Q1 deadline.

A
Netflix Inc. 8-K filed 2023-04-18 Regulatory filing · published 18 Apr 2023 · retrieved 4 Oct 2026 · kept permanently by the SEC · fingerprint 4cd0e6e5e0f8
“To implement these changes, we shifted out the timing of the broad launch from late Q1 to Q2.” ✓ confirmed on the page

Market reaction: the shares moved -1.7% against the S&P 500 over the three sessions around the disclosure (17 Apr 2023 to 20 Apr 2023). What this measures

Checked 4 Oct 2026.

Commitment lineage

Every time the company restated this commitment. The original is never changed, and the outcome is always measured against version 1.

1 versions

Version 1 · original · stated 19 Jan 2023

Deadline 31 Mar 2023 (“later in Q1’23”) · wording expected
Version 2 · stated 18 Apr 2023

Deadline 30 Jun 2023 (“in Q2”)

“We are planning on a broad rollout, including in the US, in Q2.”
Source for this version

Commitment DNA

The structured record of this commitment. Fields the company did not state are left blank rather than guessed.

Event type: Rollout
Indicative materiality: Low rules
Action: Roll
Deliverable: paid sharing feature
Language: Expected (“expects”, “plans”)
In the company’s control: High
Specificity: Medium

How this entry was checked

Commitment recordedThe company's words were matched word for word against the filing.
First checkAn AI model, Gemini (Google), read the company's later filings and recorded the outcome with a quoted passage.
Second check: agreesA different AI model, Claude (Anthropic), re-read the evidence without being told the outcome and reached the same answer.
Third check on a negative finding: agreesBecause a negative finding could harm a company if wrong, a stronger model re-read the evidence fully blind and reached the same answer.

Confirmed. This outcome counts towards the company's Kept Score. How verification works

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