Article
| JUL 20, 2022
Netflix losses deepen as it bets on an ad-supported future: An early 2023 ad launch is good news for marketers, but may not be enough to reverse churn.
Article
| JUL 14, 2022
Netflix announces its long-awaited ad partner: The streamer’s partnership with Microsoft will ease anxiety about its rushed ad-supported tier.
Article
| JUL 19, 2022
Netflix is the perfect testing ground for Microsoft’s adtech: The tech giant lacked a high-demand, growing catalog of content to flesh out its ad offerings.
Audio
| JUL 22, 2022
On today's episode, we discuss Netflix choosing Microsoft to help with the streaming service's upcoming ad-supported tier, the need for a chief media officer, what to make of inflation still not slowing down, whether YouTube is the future of cable, whether customers will buy into in-car subscription services, an unpopular opinion about the term "influencer," what exactly a "black box" really is, and more. Tune in to the discussion with our analysts Dave Frankland, Evelyn Mitchell, and Max Willens.
Forecasts
| APR 29, 2022
Audio
| AUG 8, 2022
On today's episode, we discuss why Spotify is cautiously optimistic, the potential of video podcasts, and whether TikTok Music could be the next big podcast app. "In Other News," we talk about why people buy smart speakers and how crucial gaming is for Netflix's future. Tune in to the discussion with our analyst Daniel Konstantinovic and senior account director Michael Civins.
Forecasts
| APR 28, 2022
Audio
| JUN 24, 2022
On today's episode, we discuss how much Netflix and Disney+ will make from ads, what Snapchat+ is, how best to prevent customers from leaving you and trading down, Facebook's algorithm change to take on TikTok, why Apple and Google are coming for your car, an unpopular opinion about email newsletters, what the new "Squid Game" game show will look like, and more. Tune in to the discussion with our analysts Suzy Davidkhanian and Max Willens and director of reports editing Rahul Chadha.
Report
| MAR 25, 2022
Report
| MAR 23, 2022
Watching subscription over-the-top (sub OTT) video has become one of the most popular activities in the world, and the worldwide user numbers for sub OTT have become commensurately huge. Netflix remains a driving force in this digital transformation.
Audio
| JUN 13, 2022
On today's episode, we discuss the current diagnosis of Netflix—are their best days behind them, what will they need to do to keep the competition at bay, and what should we make of the rumored acquisition of Roku. "In Other News," we talk about YouTube making it easier to interact with the app on connected TVs (CTVs) and the prospect of its new frequency-capping solution. Tune in to the discussion with our analyst Ross Benes.
Audio
| JUN 7, 2022
On today's episode, we discuss how close Disney+, HBO Max, Paramount+, and Peacock are to catching up with Netflix. "In Other News," we talk about the biggest takeaways from this year's upfronts and NewFronts events and how much waste is taking place in linear TV ads. Tune in to the discussion with our analyst Ross Benes.
Report
| JUN 21, 2022
YouTube isn’t just for the smallest screens as more viewing takes place on other connected devices and mobile use declines. Streamers are taking in more upfront ad dollars. Netflix is shaking things up after subscription drops.
Audio
| JUL 29, 2022
On today's episode, we discuss the most pressing questions related to Netflix: did its earnings present a glass-half-full or glass-half-empty picture, what to make of this new timeline for its ad-supported tier, and does the company have more Netflix-specific or industry-wide problems? "In Other News," we talk about Nielsen ONE's YouTube measurement capabilities and which streamers consumers are debating saying goodbye to next. Tune in to the discussion with our analyst Ross Benes.
Audio
| JUL 25, 2022
Netflix recently announced it's set to introduce an ad-supported tier. But what’s the lay of the ad-supported video-on-demand (AVOD) land in markets around the world? Join our analyst Bill Fisher as he hosts analysts Paul Briggs and Matteo Ceurvels to discuss a few of the markets Netflix is looking to disrupt.
Audio
| JUL 15, 2022
On today's episode, we discuss some predictions for H2 2022 that are too specific to be 100% certain but could still come true, including: will there be new talks to revive the Pinterest/PayPal super app merger, what will happen to Mark Zuckerberg's quest to build the metaverse, will Netflix get into live sports, and more. Tune in to the discussion with our analysts Debra Aho Williamson, Andrew Lipsman, and Paul Verna.
Article
| AUG 5, 2022
Ditching Netflix to pay for groceries: Consumers in the US and UK show a willingness to cut back on media and retail subscriptions as the cost of living skyrockets.
Forecasts
| APR 29, 2022
Forecasts
| APR 29, 2022
Forecasts
| APR 28, 2022
Article
| JUN 9, 2022
Netflix and Roku are the right match at the wrong time: A rumored merger makes sense on the surface, but not in the current landscape.
Audio
| MAY 19, 2022
On today's episode, we discuss how a Netflix tier with ads could affect the company, its users, and advertisers, what price point it may come in at, how many users will switch over, and what advertisers should make of this potential inventory. "In Other News," we talk about how much overlay ads move the needle and Peacock's new In-Scene Ads. Tune in to the discussion with our analysts Paul Verna and Ross Benes.
Article
| MAY 17, 2022
Netflix is playing catchup with its younger competitors: The platform began building livestream capabilities while competitors launch completed products.
Article
| MAY 12, 2022
Netflix speeds up its ad rollout, but uncertainty still swirls: An internal note shows Netflix preempting concerns that rushed ads could harm its brand.
Article
| MAY 2, 2022
Almost one-quarter of US adult Netflix users aren’t paying to use the platform. The majority, or 63%, pay full cost, while 14% share the fee with other users. Netflix’s challenge is to figure out how to get freeloaders to pay their dues.