Core Insights - Netflix's ad-supported plan has reached 94 million monthly active users globally, a significant increase from 70 million in November 2024, indicating strong growth in user engagement [2] - The ad-supported users spend an average of 41 hours per month on Netflix content, showcasing high viewer engagement [2] - Netflix's advertising strategy is positioned to reach more individuals in the key 18-34 demographic than traditional broadcast or cable networks [2] Ad-Supported Plan Performance - The ad-supported plan's success is highlighted by the company's recent quarterly financial results that exceeded market expectations [1] - Netflix's in-house advertising platform is set to launch in the U.S. and Canada, with plans to expand to other ad-supported countries by June [3] - Attention to mid-roll ads is reportedly as high as the attention given to shows and movies, indicating effective ad engagement [3] Upcoming Content and Live Events - Netflix is expanding its live content offerings, including a boxing match on July 11 and two NFL games on Christmas Day, which are expected to attract significant viewership [5] - The company will also livestream the Screen Actors Guild Awards on March 1, 2026, and host "Netflix Tudum 2025: The Live Event" on May 31, 2025 [6] - A reboot of "Star Search" will feature live competitions with audience voting, aiming to compete with traditional reality shows [10] Reality TV and New Series - Netflix is set to debut a new music reality competition called "Building the Band," featuring late One Direction member Liam Payne as a judge [8] - The format of "Building the Band" involves singers forming bands without seeing each other, similar to "Love is Blind" [9] - The company has renewed several popular shows, including "Bridgerton" and "Stranger Things," indicating a strong content pipeline for 2025 [11] Stock Performance - Netflix's stock has increased by 1.1% to $1,163.42, with a year-to-date rise of 31% in 2025 and over 80% increase in the past year [12]