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Stock impact report

Netflix's advertising strategy shift is starting to pay off [CNBC]

Warner Bros. Discovery, Inc. - Series A (WBD) 
Company Research Source: CNBC
Co-CEO Greg Peters said during the company's fourth-quarter earnings call this week that the ad business is “making good progress and the opportunity ahead of us is massive.” At the same time, Netflix said Tuesday it had 325 million global subscribers at the end of 2025, an increase of roughly 23 million from the end of 2024. In this article A drone view shows Netflix logos on buildings in the Hollywood neighborhood in Los Angeles, California, U.S., Jan. 20, 2026. Daniel Cole | Reuters Netflix jumped into the advertising business later than its media peers, but its strategy shift is starting to pay off. This week Netflix reported its fourth-quarter earnings, which were mostly overshadowed by the company's recent pursuit to acquire Warner Bros. Discovery's streaming and studio assets. However, beyond the headlines, metrics like customer engagement, subscriber numbers and advertising revenue paint a promising picture. The earnings report provided some long-awaited clarity Show less Read more
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