Netflix is expanding its ad business with personalized ads, aiming for revenue growth

From Nasdaq: 2025-06-24 12:59:00

Netflix’s NFLX ad business is thriving with the launch of the Netflix Ads Suite, offering personalized ads with a low ad load. Partnerships with Google and The Trade Desk aim to streamline ad buying. Competition from Amazon AMZN and Disney DIS looms large.

Netflix’s ad-supported plan boasts 94 million users, particularly popular among 18 to 34-year-olds. Revenue expected to double by 2025 and reach $9 billion by 2030. NFLX faces stiff competition from Amazon and Disney in the ad domain.

NFLX shares have surged 43.6% YTD, outperforming the Consumer Discretionary sector. Valuation wise, it trades at a premium with a forward P/S ratio. Revenue estimates for 2025 project a 14.01% increase year-over-year.

Zacks names a top semiconductor stock poised for growth in AI, ML, and IoT fields. With a growing customer base, this stock is positioned for success in the booming semiconductor industry projected to hit $803 billion by 2028.



Read more at Nasdaq: Netflix Expands Ad Business: Is it the Next Revenue Pillar?