Netflix’s ad-supported tier is ARPU dilutive. Enter proprietary ad tech.

Netflix made three substantive announcements at its upfront event yesterday: Netflix reaffirmed at the event that 40% of new users in the 12 countries that support the ad-supported tier choose it, although this isn't a new metric: Netflix revealed the same in its Q1 2024 and Q4 2023 earnings. This 40% number is touted as […]

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