Netflix NFLX is witnessing rapid expansion in its advertising business, which is emerging as a key growth driver alongside subscriptions. Advertising revenues increased $256 million year over year in third-quarter 2026 and $864 million in the first nine months of 2026. The company expects advertising revenues to grow more than 80% this year amid strong demand and a widening advertiser base. Netflix is strengthening its ad business through Netflix Ads Suite. During the third quarter, the platform expanded programmatic access through connected-TV marketplace deals and added partnerships with MercadoLibre in Latin America and Adform in EMEA.
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