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![fightoracle Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1086269499530244096.png) FightOracle ™🇺🇸 [@fightoracle](/creator/twitter/fightoracle) on x 15.3K followers
Created: 2025-07-18 14:28:12 UTC

MORGAN STANLEY-

Key takeaways

As Netflix delivers mid-teens revenue growth and margin expansion in '25, it is investing in future growth with new ad tech, user interface, and GenAI tools.

2Q results were ahead of expectations and Netflix raised full year guidance, forecasting ex-FX revenue growth of 16-17% for '25 and XX% EBIT margins.

Netflix's first advertising upfront with its own ad tech stack appears a success, sustaining premium CTV ad rates and supporting a doubling of ad revs in '25.

We also heard how GenAI tools are already contributing to content innovation, notably in VFX and de-aging, while Netflix is piloting a natural language UI tool.

Engagement is stable YoY on a per owner HH basis. Netflix expects YoY growth in 2H25. Growth is important to maintain confidence in long-term pricing power.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946215430768451948/c:line.svg)

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