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Ackman Returns to Netflix as Ad Tier Expands and Buybacks Rise

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Bill Ackman has started buying Netflix shares for his investment funds, including Pershing Square USA, to hold long term. Netflix now has 325 million paid subscribers; its ad tier drives over 60% of new Q1 sign-ups and is expected to fuel about $3B in ad revenue in 2026. Netflix repurchased $4.7B in Q2 2026, its biggest quarter, with $27.1B left under authorization.

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