"Today, it's the world's largest streaming platform with over 300 million global subscribers and a proven ability to reinvent itself. The company's crackdown on password sharing, expansion into advertising, and disciplined content strategy have all helped reignite growth over the past two years. But for investors, the question is less about what Netflix has accomplished and more about where the next phase of growth will come from."
"As of Q2 2025, about 94 million users -- nearly 30% of Netflix's subscriber base -- are on the ad-supported plan. Management also noted that ad revenue doubled last year and is on track to double again in 2025. The significance of this shift is hard to overstate. Ads represent a high-margin revenue stream, giving Netflix more room to expand profitability without relying solely on subscription hikes."
Netflix has over 300 million global subscribers and has reignited growth through password-sharing crackdowns, expansion into advertising, and disciplined content strategy. Approximately 94 million users, nearly 30% of the subscriber base as of Q2 2025, use the ad-supported plan. Ad revenue doubled last year and is projected to double again in 2025, as Netflix builds its Netflix Ads Suite to capture more value and reduce reliance on adtech partners. Advertising offers high-margin revenue with global reach and targeting, potentially rivaling subscriptions. International markets remain largely open, and strong franchises add durability to the content library.
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