Streaming

Netflix Q1 2026 earnings: programmatic approaching 50% of ad revenue

Netflix reported its Q1 2026 earnings results last night: $12.2BN in revenue (up 16.2%, year-over-year); Operating profit of $4.0BN for an operating…

Netflix’s YouTube opportunity, part 2

This week, Netflix announced that it will bring five episodes of Danny Go!, an "educational show, aimed at children ages…

Netflix Q4 2025 earnings: ad revenue grew 2.5x in 2025 to $1.5BN

Netflix reported its Q4 2025 earnings results on Tuesday: $12.050BN in revenue (up 18%, year-over-year); Operating profit of $2.597BN for an operating…

January 22, 2026

Netflix Q3 2025 earnings: earnings miss, ad tech traction

Netflix reported its Q3 2025 earnings results on Tuesday: $11.510BN in revenue (up 17%, year-over-year); Operating profit of $3.248BN for an operating…

October 23, 2025

Netflix’s YouTube opportunity

Back in February, when YouTube's CEO, Neal Mohan, revealed in his annual letter to the YouTube community that television had…

September 10, 2025

Netflix’s advertising pivot is complete

Netflix reported Q2 2025 earnings last week: $11.1BN in revenue (up 16%, year-over-year); Operating profit of $3.8BN for an operating…

Netflix and Disney+ advertising, two years in

This month marks the second anniversary of the launch of Netflix's advertising-supported streaming tier. Last week, the company revealed that…

November 20, 2024

Podcast: The Streaming Advertising Showdown (with Adam Epstein)

https://open.spotify.com/episode/1x7ffTaQhqmeizAM2Ppm1b?si=7be91564b90c483a In this episode of the Mobile Dev Memo podcast, I speak with Adam Epstein, the CEO and founder of…

Netflix Q2 2024 earnings: ad-tier growth slows, strategic overhaul with advertising

Netflix reported its Q2 2024 earnings results last Thursday: $9.56BN in revenue (up 16.8%, year-over-year) and operating profit of $2.60BN for an…

Is Netflix’s advertising business a success?

Netflix introduced its ad-supported subscription tier in November 2022, just six months after signaling that it would pursue advertising as…