"Management maintained full-year revenue growth guidance at 12%-14%, with a projected operating margin of 31.5% for the year, indicating strong financial health and stability."
"The company reiterated its goal of roughly doubling the advertising business to about $3 billion, reflecting a strategic focus on expanding revenue streams beyond subscriptions."
"The World Baseball Classic achieved 31.4 million viewers, marking it as the most-watched program ever in Japan and resulting in the largest single sign-up day in the country's history."
"Total advertisers grew over 70% year over year in 2025 to more than 4,000 advertisers, showcasing the company's expanding reach and appeal in the advertising market."
Management has set full-year revenue growth guidance at 12%-14% and projected an operating margin of 31.5%. The advertising revenue target is to double the business to approximately $3 billion. The paid membership base exceeded 325 million, with strong growth in the APAC region. The World Baseball Classic significantly impacted viewership and sign-ups in Japan. Content engagement metrics showed positive trends, and recent price increases indicated strong retention. Programmatic advertising is expected to surpass 50% of non-live ads, with a growing advertiser base.
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