Despite deals to license popular shows, Netflix's long-term success depends on investing in original, high-quality content.

The market's focus is no longer fixated solely on subscriber additions. Instead, the long-term path to profitability and the development of new revenue streams are now central to the investment thesis ...

The ad business became a growth engine. Revenue and profitability improved in 2025. But execution risk increased just as transparency declined. Netflix is about to wrap up one of its most pivotal ...