NFLX · 10-Q · 2026Q3 · Full report
Advertising Revenue Expansion
NETFLIX INC · 2026-10-21 · Importance 52 · Surprise 42 · In source text
Advertising revenue increased by $256 million year over year in the third quarter of 2026 and by $864 million for the first nine months. Netflix continued expanding personnel supporting advertising sales, with sales and marketing personnel-related costs rising by $42 million in the quarter and $137 million year to date. The company works with advertising technology providers and advertising agencies as advertising sales partners. The ad-supported subscription remains part of Netflix’s broader range of plans designed to address different consumer needs.
Key facts
- For the three months ended September 30, 2026, NETFLIX INC's subscription revenue growth contributed $1,057 million and advertising revenue increased $256 million versus Q3 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +8.2% | For the three months ended September 30, 2026, NETFLIX INC's subscription revenue growth contributed $1,057 million and advertising… |
| revenue | positive | realized | +2.0% | For the three months ended September 30, 2026, NETFLIX INC's subscription revenue growth contributed $1,057 million and advertising… |