Netflix Expands Its Ad Tier Monthly Viewers -- Market Talk

Dow Jones05-15

1600 ET - Netflix's success in convincing consumers to sign up for its ad-supported subscription tier means it is on track to become the largest longform ad-supported video platform by revenue, analysts from TD Cowen say. During a recent presentation to advertisers, Netflix said that its ad-supported subscription tier -- which costs U.S. consumers $8.99 a month -- now reaches more than 250 million global monthly active users, up from 190 million in November 2025. The ad tier is yielding more than half of new member sign-ups, and the company expects about 25% of 2026 incremental revenue will come from this tier, analysts say. The company plans to bring the ad tier to multiple new markets in 2027, including Austria, Belgium, Colombia, Indonesia and Thailand. (chris.kuo@wsj.com)

(END) Dow Jones Newswires

May 14, 2026 16:00 ET (20:00 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2635728738?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-15 04:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2635728738","market":"sg","top_or_hot":-1,"title":"Netflix Expands Its Ad Tier Monthly Viewers -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1600 ET - Netflix's success in convincing consumers to sign up for its ad-supported subscription tier means it is on track to become the largest longform ad-supported video platform by revenue, analysts from TD Cowen say. During a recent presentation to advertisers, Netflix said that its ad-supported subscription tier -- which costs U.S. consumers $8.99 a month -- now reaches more than 250 million global monthly active users, up from 190 million in November 2025. The ad tier is yielding more than half of new member sign-ups, and the company expects about 25% of 2026 incremental revenue will come from this tier, analysts say. The company plans to bring the ad tier to multiple new markets in 2027, including Austria, Belgium, Colombia, Indonesia and Thailand. (chris.kuo@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 14, 2026 16:00 ET (20:00 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Expands Its Ad Tier Monthly Viewers -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Expands Its Ad Tier Monthly Viewers -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-15 04:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1600 ET - Netflix's success in convincing consumers to sign up for its ad-supported subscription tier means it is on track to become the largest longform ad-supported video platform by revenue, analysts from TD Cowen say. During a recent presentation to advertisers, Netflix said that its ad-supported subscription tier -- which costs U.S. consumers $8.99 a month -- now reaches more than 250 million global monthly active users, up from 190 million in November 2025. The ad tier is yielding more than half of new member sign-ups, and the company expects about 25% of 2026 incremental revenue will come from this tier, analysts say. The company plans to bring the ad tier to multiple new markets in 2027, including Austria, Belgium, Colombia, Indonesia and Thailand. (chris.kuo@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 14, 2026 16:00 ET (20:00 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NFLU","symbol_name":"2倍做多NFLX ETF-T-REX","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2635728738","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2635728738","pubTimestamp":1778788800,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1600 ET - Netflix's success in convincing consumers to sign up for its ad-supported subscription tier means it is on track to become the largest longform ad-supported video platform by revenue, analysts from TD Cowen say. During a recent presentation to advertisers, Netflix said that its ad-supported subscription tier -- which costs U.S. consumers $8.99 a month -- now reaches more than 250 million global monthly active users, up from 190 million in November 2025. The ad tier is yielding more than half of new member sign-ups, and the company expects about 25% of 2026 incremental revenue will come from this tier, analysts say. The company plans to bring the ad tier to multiple new markets in 2027, including Austria, Belgium, Colombia, Indonesia and Thailand. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"NFLU":"2倍做多NFLX ETF-T-REX","NFLY":"NFLX期权收益策略ETF-YieldMax","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","BK4532":"文艺复兴科技持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4534":"瑞士信贷持仓","NFXS":"1倍做空NFLX ETF-Direxion","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","NFLX":"奈飞","BK4108":"电影和娱乐","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","NFLP":"KURV YIELD PREMIUM STRATEGY NETFLIX (NFLX) ETF","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","NFXL":"2倍做多NFLX ETF-Direxion","BK4566":"资本集团","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","NFLW":"Roundhill NFLX WeeklyPay™ ETF","BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN","BK4588":"碎股","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC"},"translate_title":"Netflix扩大其广告层每月观众——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NFLP":0.6,"NFXL":0.6,"NFLW":0.6,"NFLX":0.72,"NFLU":0.6,"NFXS":0.6,"BULZ":1.5,"NFLY":0.6},"content_text":"1600 ET - Netflix's success in convincing consumers to sign up for its ad-supported subscription tier means it is on track to become the largest longform ad-supported video platform by revenue, analysts from TD Cowen say. During a recent presentation to advertisers, Netflix said that its ad-supported subscription tier -- which costs U.S. consumers $8.99 a month -- now reaches more than 250 million global monthly active users, up from 190 million in November 2025. The ad tier is yielding more than half of new member sign-ups, and the company expects about 25% of 2026 incremental revenue will come from this tier, analysts say. The company plans to bring the ad tier to multiple new markets in 2027, including Austria, Belgium, Colombia, Indonesia and Thailand. (chris.kuo@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 14, 2026 16:00 ET (20:00 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2635728738","isCrawlerRequest":true}