What is the sentiment of this news? Please choose an answer from {strong negative/moderately negative/mildly negative/neutral/mildly positive/moderately positive/strong positive}.

Netflix runs a profitable SVOD business and is now rolling out a highly profitable 1P AVOD business that will soon take off. The company's quarterly ARPU is expected to grow from $12 to $17 in 2022 to 2026E, driven by the growth of its AVOD.
moderately positive