Oppenheimer notes Netflix (NFLX) hosted its 2025 Upfront advertiser event on May 14 and hosted an analyst/investor meeting on May 15. The firm highlights that the Ad tier now has over 94M global monthly active users vs. 70M in Nov. and 40M a year ago, implying 4M monthly net adds since Nov. vs. 5M prior to Nov. Management believes the second half of the year slate is stronger than the first half, with Squid Game and Stranger Things returning for series finales, Wednesday returning for Season 2 and the release of blockbuster films Apex, Frankenstein, and Happy Gilmore 2. Oppenheimer also notes Netflix made significant progress with Netflix Ads Suite platform, with enhanced data capabilities, easier ad buying, expanded measurement and additional creative formats. Additionally, the company unveiled its two NFL Christmas Day 2025 matchups: Commanders/Cowboys and Lions/Vikings.
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