Netflix, Inc.

NFLXleader

Netflix is the world's largest subscription streaming service, delivering original and licensed content to over 280 million members across 190+ countries. It pioneered the shift from linear TV to on-demand streaming.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($39.0B)

Datos estáticos (cargando finanzas en tiempo real…)

UCAN (45%)

EMEA (31%)

LATAM (12%)

APAC (12%)

Composición de segmentos y clientes principales

Detalles del producto

Subscription Streaming85%

Ad-free and ad-supported streaming tiers for movies, series, and documentaries

Advertising10%

Ad-supported tier revenue from brand advertisers

Gaming5%

Mobile games included with Netflix membership

Relaciones en la Cadena de Suministro

Competidores

The Walt Disney Company

Streaming content

Impacto: High — major streaming rival

Amazon.com (AWS)

Prime Video streaming

Impacto: High — key competitor in streaming and cloud

Socios

Microsoft Corporation

Azure ad-tech platform for ad tier

Impacto: Medium — advertising technology partner

Contexto macro y de mercado

커뮤니케이션 서비스Noticias del sector

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

Próximos catalizadores

◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)◆Google I/O AI Search 업데이트 (2026.05)◆FTC·DOJ Meta·Google 반독점 판결 일정

Últimas noticias

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Análisis IA

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Información de la Empresa

Sede Central

Los Gatos, California, USA

Fundación

1997

Empleados

14,000+

Sitio Web

netflix.com

Estado del sector — 커뮤니케이션 서비스

Noticias del sector