Particle.news

Download on the App Store

Netflix Reports Record Q2 Profit, Expands Ad Tier and AI Investments

The streaming leader raised its full-year revenue forecast after citing AI-driven production efficiencies alongside surging ad-tier subscriptions

Image
Image
Image
Netflix Logo auf einem Display.

Overview

  • Netflix posted a record Q2 net profit of $3.1 billion on revenue of $11.1 billion, marking a 16 percent year-over-year increase.
  • The company raised its full-year 2025 revenue guidance to $44.8 billion–$45.2 billion after exceeding prior forecasts.
  • Its ad-supported subscription tier reached 94 million users by May and executives expect advertising revenue to roughly double this year.
  • Netflix deployed AI-generated visual effects in the Argentine series "El Eternauta" and is integrating generative AI into its interface and upcoming ad formats.
  • The platform has stopped reporting detailed subscriber counts, shifting its investor communications to focus on profitability and other financial metrics.