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    Brian Pitts

    Managing Director and Head of Internet and Interactive Entertainment Equity Research at BMO Capital Markets

    Brian Pitz is a Managing Director and Head of Internet and Interactive Entertainment Equity Research at BMO Capital Markets, specializing in technology coverage with a focus on major internet and digital media companies such as Alphabet (Google), Meta Platforms, Amazon, and The Trade Desk. He consistently ranks among the top Wall Street analysts, holding a recent average success rate of approximately 70% and generating average returns in the range of 16-17% per recommendation across more than 150 ratings. Pitz joined BMO Capital Markets in 2023 after serving as Managing Director and Head of Internet investment banking at Deutsche Bank and holding senior analyst roles at Jefferies, UBS, Morgan Stanley, and Banc of America Securities, as well as founding AmTech Capital Partners. He holds relevant securities licenses, is FINRA registered, and has been recognized in Institutional Investor rankings over nearly two decades of industry leadership.

    Brian Pitts's questions to NETFLIX (NFLX) leadership

    Brian Pitts's questions to NETFLIX (NFLX) leadership • Q2 2025

    Question

    Brian Pitts from BMO Capital Markets asked about the near-term monetization opportunities within Netflix's evolving gaming ambitions.

    Answer

    Co-CEO Greg Peters explained that near-term monetization is indirect, driven by how games enhance the core subscription business through increased user acquisition, retention, and willingness to pay. He confirmed they have seen positive proof points of this effect. While open to evolving the monetization model in the future, he stressed that the immediate focus is on disciplined investment to achieve much greater scale before direct monetization becomes a relevant question.

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    Brian Pitts's questions to NETFLIX (NFLX) leadership • Q2 2025

    Question

    Brian Pitts of BMO Capital Markets asked about near-term monetization opportunities within gaming, given recent partnerships with Grand Theft Auto and Roblox.

    Answer

    Co-CEO Greg Peters explained that near-term monetization is indirect, by driving core business fundamentals like user acquisition, retention, and willingness to pay. He stated that direct monetization models would only be considered after the gaming offering achieves significantly more scale, and the current focus is on disciplined investment.

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