"Netflix's ad business more than doubled in full-year 2025 to over $1.5 billion, and management guided for it to roughly double again in 2026, reaching approximately $3 billion."
"The exit from the Warner Bros. Discovery deal was welcomed by many analysts and investors, leading to a stock rise of roughly 17% over the month following the withdrawal."
Netflix's first-quarter 2026 results are set to be released on April 16. The company recently withdrew from a bid for Warner Bros. Discovery, resulting in a $2.8 billion breakup fee. Analysts welcomed this exit, leading to a 17% stock increase. In Q4 2025, Netflix reported $12.05 billion in revenue, a 17.6% year-over-year increase, and significant growth in operating income and free cash flow. The ad revenue doubled in 2025 and is expected to double again in 2026, indicating strong growth potential.
Read at 24/7 Wall St.
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