Advertising MonetizationRapid scaling of the ad-supported tier, coupled with premium ad rates and programmatic integrations, is improving monetization and diversifying revenue beyond subscriptions.
Content SlateA robust lineup of original series, feature films, and live events is boosting viewer engagement and supporting both subscription growth and higher profitability.
Financial Performance And GuidanceQuarterly results beating revenue and operating profit expectations, along with management guidance for continued revenue growth and margin expansion, underpin more constructive analyst views on valuation.