Jun. 15 at 12:31 PM
$NFLX this will be back over 100 soon. Netflix is a cash machine with hyper-international growth and it's near future.
Doubling Ad Revenue: Netflix's ad-supported tier has achieved massive scale, pacing to roughly double its ad revenue to
$3.X billion in 2026. Over 50% of its non-live ad sales are transitioning to programmatic buying, expanding margins even further.
The "Live Event" Flywheel: Instead of overpaying for multi-decade sports broadcasting rights that drag down cash flow, Netflix is sniping high-impact, localized live events. A perfect execution of this was their exclusive broadcast of the World Baseball Classic in Japan during Q1 2026. It brought in 31.4 million viewers, smashed regional records, and drove the single largest user sign-up day in Japan's history.