Netflix Q1 Preview: Ad Revenue to Double?
Netflix is set to report its Q1 FY2026 earnings this week.
With the Warner Bros. Discovery (WBD) acquisition dust settling and the competitive landscape stabilizing, Netflix’s pricing power has been clearly validated.
Wedbush expects Netflix’s ad revenue to double to $3 billion this year, driven by improved ad targeting technology and the application of AI.
Analyst Alicia Reese has also raised her price target to $118.
Can Netflix maintain its double-digit top-line growth if the 2026 consumer spending slows?