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Netflix's ads chief describes the area of the business she's most excited about and why
Business Insider· 2025-11-05 17:32
Core Insights - Netflix aims to enhance ad personalization similar to its content recommendations, focusing on interactive and modular ad formats as part of its personalization journey [1] - The company has made significant progress in its ad efforts, addressing previous concerns regarding scale, measurement, and innovation limitations [1][2] - Netflix reports reaching 190 million monthly active viewers (MAVs) globally, defined as members who have watched at least one minute of ads in a month [2] Ad Tier Development - Netflix's ad-supported tier has expanded to 12 countries since its launch in 2022, with ongoing enhancements in ad technology and partnerships [4] - The company has not disclosed specific advertising revenue figures but is optimistic about doubling its ad revenue by 2025 [4] Advertising Strategy - Netflix is testing interactive video ads in the US and Canada, which are expected to create new opportunities for advertisers [2] - The company is rolling out various features for advertisers, including new ad formats, expanded targeting options, localization of ads in live content, AI ad tools, and brand integrations into popular shows [5]
Netflix's ad experience is 'unexciting'; it looks like TV ads, says Lightshed Partners' Greenfield
Youtube· 2025-10-21 22:25
Welcome back to Fast Mind. Another check on Netflix after earnings. Uh the stock is down six and a quarter%.Lightshed partners Rich Greenfield joins us fresh from the earnings call with more. Why is it down Rich. >> I mean look, investors wanted faster growth.I mean there was like a tax issue this quarter but like look I think there was just the whisper was that they were going to have even faster growth in Q4. I mean they're growing revenues in the mid to high teens. They're growing earnings 30%.Like this ...