Filing Flows › Industries › Communication Services › Services-Video Tape Rental
Services-Video Tape Rental SIC 7841
2 companies filing with the SEC under SIC 7841. Median revenue growth +94% year on year in Q2 2026 (2 companies). The growth model expects the industry's combined revenue to grow +14% in Q3 2026. 5 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- Hudson Pacific Properties, L.P. → NFLX 22% of the supplier's revenue, $184M
- HPP → NFLX 22% of the supplier's revenue, $184M
- AMZN → CNVS
- AMZN → NFLX
- GOOGL → CNVS
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +14.1% | $13.2B | $12.6B – $13.7B |
| Q4 2026 | +14.7% | $13.8B | $13.1B – $14.6B |
| Q1 2027 | +15.1% | $14.1B | $13.3B – $15.0B |
| Q2 2027 | +15.4% | $14.5B | $13.6B – $15.5B |
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| NFLX Netflix | $12.9B | +13% | transition |
| CNVS Cineverse | $30.6M | +175% | reacceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.