Netflix’s New Revenue Streams: Can They Create the Next Millionaires?

Summary:

Netflix (NFLX), the streaming giant, is exploring two new income streams—real-world experiences and video podcasts—to diversify its revenue beyond traditional subscriptions. Inspired by Disney’s success with theme parks and merchandise, Netflix has launched Netflix House locations in Dallas and Philadelphia, offering interactive experiences based on popular shows like Stranger Things and Wednesday. Additionally, the company is expanding its podcasting platform to tap into YouTube’s vast audience and boost its advertising revenue. These innovations could position Netflix as a long-term growth stock, but patience and conviction will be key for investors.

What This Means for You:

• Investment Opportunity: Netflix’s expansion into experiences and podcasting could drive future stock growth, making it a potential buy for long-term investors.
• Diversification Strategy: By leveraging its IP in new ways, Netflix reduces reliance on streaming subscriptions, offering a more balanced revenue model.
• Advertising Revenue Growth: Video podcasts present a lucrative opportunity for Netflix to expand its ad business, which already generated $1.5 billion in 2025.
• Caution Ahead: Short-term volatility is likely due to the Warner Bros. acquisition and paused share buybacks, but long-term prospects remain strong.

Original Post:

Two new income streams for the entertainment giant could create a windfall for patient investors. Back in 2002, Netflix went public at $15 per share. Today, after several stock splits and enormous returns, a single share bought then would have grown into a stake worth more than $11,000. So it’s safe to say the streamer has already made some early investors very wealthy. In 2026, how much potential does Netflix offer to help create a new round of millionaires? Here’s the investing case. Two revenue growth opportunities stand out for the company: experiences and podcasts. Beyond making money from streaming its shows and movies into homes, Netflix can borrow a page from Disney‘s playbook and turn its valuable intellectual property (IP) into experiences. Disney’s experiences division includes consumer products, a cruise line, and its international and domestic theme parks. In the company’s fiscal 2025, that segment reported record operating income of $10 billion, up $723 million from the prior year. That was more than half of Disney’s total operating income for the year. Now, Netflix is beginning to turn some of its IP into real‑world experiences. It opened Netflix House locations in Dallas and Philadelphia in late 2025. Each of the venues offers different experiences. In Dallas, guests can try a Stranger Things escape room, for example, while the Philadelphia site offers experiences built around One Piece and Wednesday. Both also feature food inspired by the streamer’s shows and sell Netflix-branded merchandise. The company has not made the financial results from this new business segment public, but it plans to expand the experiment with a Las Vegas venue in 2027. The other big potential revenue growth engine for Netflix is video podcasts, which could help it expand its total addressable market. While it does have 325 million household subscribers already, YouTube’s 2.5 billion monthly active users show how many more eyeballs there are to win over. Beyond their potential to attract new subscribers, the podcasting platform offers Netflix an avenue to expand its budding advertising business. That segment generated $1.5 billion in revenue in 2025. There are also opportunities in sponsorships and licensing deals, as well as in launching and hosting podcasts tied to Netflix’s shows and movies. On the company’s earnings call in January, Co-CEO Ted Sarandos noted that the company’s podcast endeavors are still in a very early stage, but said that he was “super pleased by the early results.” Over the next year, Netflix’s stock price may take further hits as investors continue to worry about the $82 billion price that the streaming giant may pay to acquire the Warner Bros. businesses from Warner Bros Discovery. Netflix is also pausing its share buyback program to free up more capital to fund that purchase. It has a long way to go before it will be generating meaningful revenue or earnings from its experience offerings, and maximizing the opportunities that video podcasting offers will also take time. The good news for investors who take the long view is that the company’s expansions into experiences and podcasting show how it is continuing to innovate and adapt. That bodes well for its bottom line over the long term, and that’s before one even considers the potential benefits it could reap from acquiring Warner Bros., or the revenue possibilities from Netflix’s budding gaming division. Netflix could create a new round of millionaires among those who invest in 2026, but just as was the case for those who bought in around its IPO, it will require conviction to hold steady during the volatility they’ll face along the way.

Extra Information:

How to Invest in Netflix Stock: A guide for investors interested in understanding Netflix’s market potential.
How to Invest in Disney Stock: Learn how Disney’s success with experiences could inspire Netflix’s strategy.
Understanding Growth Stocks: Explains the characteristics of growth stocks like Netflix.

People Also Ask About:

• What is Netflix House? Netflix House is a real-world experience venue featuring interactive attractions based on popular Netflix shows.
• How does Netflix make money? Netflix earns revenue primarily through streaming subscriptions, advertising, and now experiences and podcasts.
• Is Netflix a good investment in 2026? Netflix could be a strong long-term investment, but short-term volatility may deter risk-averse investors.
• What are Netflix’s future plans? The company plans to expand its experiences and podcasting platforms while exploring gaming and acquisitions.
• How does Netflix compare to Disney? Both companies leverage their IP for multiple revenue streams, but Netflix is newer to experiences and merchandise.

Expert Opinion:

Netflix’s diversification into experiences and podcasting marks a pivotal shift in its business model, aligning it closer to industry leaders like Disney. While these ventures are in their infancy, their potential to unlock new revenue streams makes Netflix a compelling growth stock for patient investors willing to weather short-term volatility.

Key Terms:

• Netflix stock investment 2026
• Netflix House locations
• Netflix video podcast revenue
• Netflix IP monetization
• Warner Bros. acquisition impact
• Netflix experiences vs Disney
• Netflix advertising growth

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