Netflix plans to enhance its advertising strategy by 2025, deploying an in-house ad-tech stack to support its ad-supported tiers, which have been successful in gaining subscribers. In Q4, over half of new subscriptions were from this plan, indicating consumer interest. Co-CEO Gregory Peters noted that they are on track to double ad revenue year-over-year, feeding positive momentum. Netflix's recent success in attracting 19 million new subscribers also showed the impact of integrating live sports content, appealing to both viewers and advertisers seeking alternatives to traditional TV.
In Q4, Netflix's ad-supported plan represented over half of new subscriber sign-ups in the territories where the company runs ads, indicating a strong appeal.
We've doubled our ads revenue year-over-year last year. We expect to double it again this year, so that should give you a sense of the slope of monetization growth.
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