#subscribers

2 pieces

Industry

Netflix Ad Tier Hits Commercial Scale

Netflix's advertising-supported tier, launched in November 2022, crossed 125 million global monthly active users by the fourth quarter of 2025. The ad business is now material to the company's financials.

Casey Winters·14 Mar·4 min

Industry

The Netflix Password Crackdown Worked

Netflix's 2023 paid-sharing rollout was widely predicted to cost the company subscribers. It did the opposite. A look at the numbers, eighteen months in.

Casey Winters·24 Sep·5 min