Latest news with #AdSuite
Yahoo
3 days ago
- Business
- Yahoo
Netflix Raises Forecast After Ad Tech Success
Netflix (NASDAQ:NFLX) lifts full?year revenue guidance to $45.2 billion after a stronger?than?expected second quarter and successful global rollout of its Ad Suite. In Q2, management raised the 2025 revenue range to $44.8 billion$45.2 billion, up about $1 billion at the midpoint versus the prior $43.5 billion$44.5 billion guide. Reported operating margin now targets 30%, a full point above last year's 29%, with FX neutral margin also up 50 basis points. Co?CEO Gregory Peters said retention remains stable and industry?leading, while CFO Spencer Neumann noted that healthy member growth and ad strength beyond FX tailwinds drove the tighter range. Netflix Ad Suite is live worldwide, and early results align with expectations, Peters added. Ad revenue is on pace to roughly double year?over?year as improved ad tech and advertiser demand gain momentum. Co?CEO Ted Sarandos highlighted a steady drumbeat of returning hits like Squid Game, Wednesday and Stranger Things alongside a robust slate of upcoming movies, series and games to keep engagement high. This article first appeared on GuruFocus.
Yahoo
16-05-2025
- Business
- Yahoo
Netflix May Rerate on Accelerating Ad Revenues
Netflix (NASDAQ:NFLX) wins bullish reviews after its ad-supported tier hit 94 million monthly active usersup more than 20 million since November and soaring from 40 million in May 2024highlighting accelerating monetization of its $7.99 ad plan versus the $17.99 ad-free entry point. Evercore's Mark Mahaney reiterated a Buy rating with a $1,150 price target following Netflix's annual Upfront Presentation, where management showcased the ad tech platform rollout and new viewership data, while noting that ad viewers now watch 41 hours/month on AVOD. BMO Capital's Brian Pitz also stuck with Buy and a $1,200 target, citing positive second-half 2025 monetization tailwinds from the upcoming Ad Suite launch in EMEA and a planned 2026 rollout of AI-powered ad formats. Seaport Research's David Joyce lifted his target to $1,230, praising Netflix's in-house ad capabilities and flexibility across formats even as subscription price hikes and membership growth continue to underpin the majority of revenue. The FT-reported upgrades reflect growing confidence that Netflix can parlay ad traction into material revenue, offsetting subscriber-growth plateaus in mature markets. Analyst commentary underscored that with advertising now accounting for a growing share of overall ARPU, Netflix may unlock a multi-year ad-revenue catalyst. Why it matters: stronger ad-tier engagement and rising price targets suggest Netflix's valuation could re-rate as investors price in incremental revenue from AVOD. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-04-2025
- Business
- Yahoo
Netflix price target raised to $1,200 from $1,175 at BMO Capital
BMO Capital raised the firm's price target on Netflix (NFLX) to $1,200 from $1,175 and keeps an Outperform rating on the shares following the Q1 report. Netflix effectively launched its Ad Suite in the U.S. on April 1, with an international ramp beginning in Q2, and management reiterated a two-times increase in advertising revenue growth in 2025, the analyst tells investors in a research note. The firm believes the company's ad tier will continue to scale, driven by engagement growth, pricing levers, and programmatic capabilities set to launch in 2026 and beyond. BMO sees a multi-year 'durable' ad growth opportunity ahead for Netflix. Discover outperforming stocks and invest smarter with Top Smart Score Stocks. Filter, analyze, and streamline your search for investment opportunities using Tipranks' Stock Screener. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on NFLX: Disclaimer & DisclosureReport an Issue Netflix price target raised to $1,200 from $1,150 at Oppenheimer Netflix price target raised to $1,150 from $1,100 at MoffettNathanson Netflix Stock (NFLX) Pops as Earnings Beat but Tariffs Threaten Growth Netflix's Strong Q1 2025 Performance and Positive Outlook Reinforce Buy Rating Netflix Reports Strong Q1 2025 Earnings Growth Sign in to access your portfolio
