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amy reinhardt

T3 · host / generalist
1 call·1 name·100% bull·last heard 3 months ago·TBPN
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$NFLXNetflixposition

Netflix Ads President: Ad tier expanding to 15 countries, building proprietary stack, full-funnel focus

Netflix's ad-supported tier is scaling rapidly with proprietary tech stack launched a year ago, expanding to 15 new countries in 2025, targeting enterprise top 400 advertisers with full-funnel measurement; organizational learning in sales exceeds technical challenges.

TBPN2026-05→

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$NFLX
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Netflix
MEDamy reinhardt·TBPN·3 months ago· position
Netflix Ads President: Ad tier expanding to 15 countries, building proprietary stack, full-funnel focus
Netflix's ad-supported tier is scaling rapidly with proprietary tech stack launched a year ago, expanding to 15 new countries in 2025, targeting enterprise top 400 advertisers with full-funnel measurement; organizational learning in sales exceeds technical challenges.
"We made the decision about 18 months ago to lean into building our own tech stack and we launched that a year ago. So we're just a year. I keep having to remind myself how nascent…"
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