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    Vikram [Last Name Not Provided] • Baird

    Vikram [Last Name Not Provided]'s questions to Netflix Inc (NFLX) leadership

    Vikram [Last Name Not Provided]'s questions to Netflix Inc (NFLX) leadership • Q2 2025

    Question

    Vikram of Baird asked about the advertiser response to the Netflix ad suite rollout in the US and other regions, and which features are attracting the most interest.

    Answer

    Co-CEO Greg Peters confirmed the proprietary ad tech stack has been smoothly rolled out globally. He noted that advertisers have provided positive feedback on the ease of buying, leading to increased programmatic activity. Future enhancements will include improved targeting, interactivity, and leveraging third-party data.

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    Vikram [Last Name Not Provided]'s questions to Netflix Inc (NFLX) leadership • Q2 2025

    Question

    Vikram from Baird inquired about the advertiser response to the Netflix ad suite rollout since its April launch and which features are generating the most interest.

    Answer

    Co-CEO Greg Peters stated that the rollout of Netflix's own ad tech stack is complete globally and has been smooth, with performance in line with expectations. The most immediate benefit cited by advertisers is the ease of buying, reflected in sales performance and increased programmatic buying. Long-term, he noted demand for improved targeting, measurement, and third-party data integration, with interactivity features planned for the second half of the year.

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    Vikram [Last Name Not Provided]'s questions to Netflix Inc (NFLX) leadership • Q2 2025

    Question

    Vikram of Baird asked about the advertiser response to the Netflix ad suite rollout, including key features and feedback from regions outside the U.S.

    Answer

    Co-CEO Greg Peters reported a smooth global rollout of their proprietary ad tech stack. He noted the most immediate benefit is the ease of buying for advertisers, evidenced by direct feedback and increased programmatic buying. Long-term benefits include faster feature delivery for improved targeting, measurement, and ad personalization.

    Ask Fintool Equity Research AI