Vikram's questions to NETFLIX (NFLX) leadership • Q2 2025
Question
Inquired about the response from advertisers to the new Netflix ad suite, which features are attracting the most interest, and the feedback from regions outside the US.
Answer
Co-CEO Greg Peters stated that the global rollout of their proprietary ad tech stack was smooth and has made it easier for advertisers to buy, as confirmed by direct feedback and increased programmatic buying. The new stack enables faster delivery of features like improved targeting, measurement, and interactivity, which are key long-term benefits attracting advertiser interest.