Netflix says its ad tier has 40M MAUs, up from 23M in January 2024, and plans to launch its own ad platform and no longer partner with Microsoft for that tech
CNBC
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Discussion
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About Netflix
About Netflix
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Netflix Upfront 2024: The Year of Growth and Momentum
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@conorsen
Conor Sen
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The likely path from 2022-2030: 1) Netflix launches an ad tier 2) To sell ads, you need live content 3) Netflix is forced to get into live sports 4) The ad tier is more profitable than the ad-free tier 5) Eliminate the ad-free tier
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@sherman4949
Alex Sherman
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It was a big deal when Netflix chose Microsoft as its tech provider. That will end now. Netflix bringing adtech in house. Netflix will begin testing in Canada later this year and will launch in U.S. in 2Q 2025, with goal of going live everywhere by end '25 https://www.cnbc.com/..…