Netflix's Ad Tier Has One Massive Problem--And It Could Be Worth Billions to Fix

After years of keeping ads off its platform, Netflix (NASDAQ: NFLX) introduced its first ad-supported plan in late 2022. Growth was slowing at the time, and by offering a lower monthly price, Netflix opened the door for more cost-conscious consumers.By all accounts, Netflix's ad strategy has worked. By the end of 2025, Netflix surpassed 325 million paid memberships. The company also had more than 190 million monthly active viewers, which Netflix defines as subscribers who watch at least one minute of ads per month multiplied by the number of people in a household. Ad revenue topped $1.5 billion in 2025, up 2.5x from 2024.There's just one problem: Ad-supported customers produce less revenue per subscriber than ad-free customers.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool