Netflix is no longer just about subscriptions. The Los Gatos giant’s advertising division has seen vertical growth, reaching $1.5 billion in 2025 with the stated goal of doubling its business volume again by 2026. According to co-CEO Greg Peters, the potential of this segment is massive, supported by an economic plan that today reaches over 94 million monthly users. The success of this strategy is reflected in the overall numbers for the fourth quarter of 2025, which see total revenues rise to $12.05 billion and a global subscriber base that has now surpassed the 325 million mark.
Technological evolution will play a central role in the strategy of the coming months through the launch of advertising tools based on artificial intelligence and new interactive video formats, expected for the second quarter of the year. At the same time, the group is trying to close one of the most ambitious operations in the history of the media: the acquisition of the Warner Bros studios and the HBO network for around 83 billion dollars. To overcome regulatory obstacles and Paramount’s resistance, Netflix recently transformed its proposal into an all-cash offer, a move aimed at accelerating the timing of an integration that would bring the most prestigious brands in world television under one roof.
Meanwhile, the content offering continues towards increasingly marked diversification, as demonstrated by the integration of video podcasts from partners such as Spotify and Barstool Sports. While historic franchises such as Stranger Things and Squid Game come to an end, programming is preparing to sustain the public’s interest with new seasons of Bridgerton, One Piece and The Witcher. The objective remains to maintain a high level of involvement through a mix of great original productions and new technological features, confirming a transition towards a hybrid business model that is increasingly closer, for commercial reasons, to traditional television.
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