In addition to higher spending on originals, in 2026 Netflix plans to expand its lineup of licensed titles. Starting this month, Netflix customers will be able to watch new release live-action films under its new U.S. licensing partnership with Universal Studios. Netflix also disclosed ad revenue for the first time: In 2025, the company’s third year selling advertising, ad revenue came in at more than $1.5 billion, up more than 2.5-fold over 2024.
Source: Netflix Tops 325 Million Subscribers, Plans to Boost Content Spending 10% to $20 Billion in 2026