Netflix is significantly enhancing its advertising capabilities by integrating first-party audience data from Amazon and Yahoo into its ad-supported tier. Starting in the second quarter of 2026, U.S. advertisers using Amazon’s demand-side platform (DSP) will be able to leverage “Amazon Audiences”—a massive data set derived from trillions of shopping, browsing, and streaming signals—to target Netflix viewers based on their specific purchase intent and lifestyle interests. Similarly, the partnership with Yahoo allows advertisers to use “deterministic” audience segments built from Yahoo’s global behavioral and life-stage data, providing more precision for brands trying to reach specific demographics.
Beyond these data partnerships, Netflix is also launching its own “Conversion API” and a new planning tool to help marketers better track campaign performance and forecast reach in real time. Early testing of these features with the agency Tinuiti showed that campaigns in sectors like retail and financial services outperformed industry benchmarks by more than 75%. These updates arrive just before the critical TV “upfronts” season and signal Netflix’s aggressive push to transition from a basic ad offering to a sophisticated, data-driven platform capable of competing with established digital advertising giants. The company aims to nearly double its ad revenue to $3 billion in 2026 as its ad-supported audience continues to scale globally.
