Netflix, Disney+, and the ad-supported streaming calculus

Netflix introduced its ad-supported subscription tier in November of last year. Consumer response was tepid: Bloomberg reports, per leaked data, that Netflix had accrued roughly 1MM ad-tier subscribers two months after launch; Netflix had informed prospective advertisers that it forecasted 4.4MM subscribers by the end of 2023. This shortfall in ad-tier subscriptions actually led Netflix […]

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