Netflix's AI Flywheel Is Going Into Overdrive

  • Netflix's AI-driven platform creates a defensible flywheel, boosting engagement, ad precision, and production efficiency, outpacing traditional broadcasters and Big Tech rivals. The proprietary ad stack is accelerating revenue growth and margins, with ad-supported tiers now driving over half of new sign-ups in available markets. Disciplined content spending and tech-enabled efficiencies are expanding margins, while gaming and live events offer new engagement and monetization avenues.