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Netflix Introduces Viewer-Based Metric as Ads Reach 190 Million Global Viewers

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Netflix announced on Wednesday that advertisements on its platform now reach more than 190 million monthly active viewers worldwide, as the company shifts to a new measurement system that counts individual viewers rather than subscriber accounts. The move underscores Netflix’s growing emphasis on advertising as a key revenue stream alongside its core subscription business.

The new metric, called Monthly Active Viewers (MAVs), counts anyone who watches at least one minute of ad-supported programming and adjusts for household size using Netflix’s internal data. The company said the change provides a “more comprehensive count” of how many people are actually viewing its content.

Netflix also reported significant progress in its advertising operations. Co-CEO Greg Peters said the company recorded its best-ever ad sales quarter in Q3 and remains on track to more than double its ad revenue this year. “We’ve established the fundamentals of the business and see a lot of room for growth,” Peters said.

As part of its advertising expansion, Netflix began testing dynamic ad insertion (DAI) during live-streamed WWE Raw and SmackDown events. The feature, which tailors ads in real time for each viewer, will be deployed in six countries — including the U.S., UK, Germany, Mexico, Brazil, and Canada — for the upcoming NFL Christmas Gameday, before rolling out to more live events in 2026.

The company’s in-house Netflix Ads Suite, launched earlier this year, is now available across all 12 markets offering ad-supported plans.

iHeartMedia Shares Surge to Two-Year High on Report of Netflix Licensing Talks

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Shares of iHeartMedia jumped 22% on Tuesday to their highest level in more than two years after a Bloomberg report revealed that Netflix is in talks to license video podcasts from the U.S. radio and podcasting giant. The rally marks iHeart’s best trading day in months, signaling renewed investor optimism about the company’s growth prospects.

According to the report, Netflix aims to secure exclusive rights to select iHeart video podcasts, potentially removing them from YouTube and intensifying competition among streaming platforms. A partnership could bring iHeart’s top shows to a global audience and create new opportunities for advertisers and podcast creators as the industry evolves toward more visual formats.

Analysts said the talks reflect a broader shift in the media landscape, where audio platforms are increasingly embracing video-driven engagement to boost viewer retention. A study by Zebracat earlier this year found that average engagement with video podcasts was 2.7 times higher than with audio-only versions on mobile devices.

The potential deal mirrors Netflix’s recent move with Spotify, which announced last month that its most popular video podcasts would appear on Netflix from early 2026. If finalized, the iHeart collaboration could establish the streaming giant as a major player in video podcasting and mark a significant milestone in iHeartMedia’s post-pandemic turnaround.

Amazon Shares Soar as AI Boom Drives AWS Cloud Growth and Record Investor Optimism

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Amazon shares surged more than 11% in early trading on Friday after its cloud computing arm, Amazon Web Services (AWS), reported strong growth and a bullish sales outlook that reassured investors of its position in the AI race.

AWS revenue rose 20% in the third quarter, reaching $33 billion — more than double Google Cloud’s $15.16 billion — cementing Amazon’s dominance in the cloud market. While Microsoft Azure’s 40% growth outpaced AWS in percentage terms, analysts said the scale of AWS’s business made its rebound even more significant.

“There were concerns about AWS losing market share to Microsoft and Google,” said Jed Ellerbroek of Argent Capital. “But now AWS is clearly back on track — investors expected this turnaround next year, and it’s arrived early.”

The strong quarter helped Amazon’s stock outperform rivals Apple and Tesla in year-to-date gains, lifting it out of the bottom spot among the “Magnificent Seven” tech giants. CEO Andy Jassy said AWS is “growing at a pace we haven’t seen since 2022,” driven by soaring demand for AI and infrastructure services.

Beyond cloud computing, Amazon’s retail and advertising segments also delivered impressive results. Retail sales grew 11% year-over-year, while ad revenue surged 24% to $17.7 billion, boosted by expanded placements across Echo devices and grocery stores. Following the results, at least 23 brokerages raised their price targets for Amazon, reflecting renewed confidence in the company’s long-term AI strategy.