I think investors are still underestimating the advertising opportunity at $NFLX. Netflix just revealed that the number of ad campaigns running in Japan grew roughly 12x YoY during the first nine months of 2026. That’s a pretty impressive sign of advertiser demand. And Netflix is just getting started. Interactive ads are already rolling out, with more advertising formats planned for 2027. I’ve always liked Netflix as a subscription business, but advertising could become a much bigger part of the long-term growth story than people realize.
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Tiago @tiagostocks · 13d
It is in my watchlist, but Disney and Warner bros have better generational movies like Marvel, Star Wars, Pixar, Harry Potter, Lord of the rings and I could continue and speak more bangers, that’s what makes me insecure, with this I didn’t say that Netflix don’t have great films/series because she has, but in my opinion they aren’t as good as this ones
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