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Investing.com - Amazon.com (NASDAQ:AMZN) has secured a partnership with Netflix (NASDAQ:NFLX) to bring its ad inventory to Amazon’s demand-side platform (DSP), according to Citizens JMP. Netflix, currently valued at $505 billion and showing impressive revenue growth of 14.84%, has demonstrated strong market performance with a 70.49% return over the past year.
The research firm reiterated its Market Outperform rating and $285.00 price target on Amazon stock on Monday.
The partnership will allow Amazon to offer Netflix’s advertising inventory through its DSP, strengthening Amazon’s competitive position against rival demand-side platforms.
This arrangement represents a strategic move by Amazon to secure key inventory partnerships in the digital advertising space.
The offering is scheduled to launch in the fourth quarter of 2025, potentially influencing advertiser behavior and platform preferences in the digital advertising market. With Netflix’s strong financial metrics and market position, this partnership could significantly impact the digital advertising landscape.
In other recent news, Netflix has been the focus of several noteworthy developments. The company has finalized a deal to stream the "Home Run Derby" for over $35 million annually through 2028. This move comes as Netflix continues to diversify its offerings and partnerships. KeyBanc Capital Markets has reiterated its Overweight rating on Netflix, with a price target of $1,390, citing the company’s expanding demand-side platforms as a positive step for enhancing ad monetization. Bernstein also maintained its Outperform rating for Netflix with the same price target, although it noted that mixed second-quarter results have led to underwhelming stock performance.
In related partnership news, Netflix’s collaboration with Amazon Ads has been highlighted, with Jefferies noting Amazon’s broader strategy to expand partnerships beyond its first-party inventory. Additionally, Netflix’s influence extends to executive movements, as Josh Simon, a former Vice President of Consumer Products at Netflix, has been appointed as the new CEO of Funko Inc. These developments collectively underscore Netflix’s strategic initiatives and ongoing influence in the media and entertainment landscape.
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