Overview

• Ad-supported streaming plans now account for 46% of subscriptions across major SVOD platforms, up 7 percentage points year-over-year.
• Ad tiers have driven 71% of net subscriber additions over the past nine quarters, highlighting their role in subscriber growth.
• Nearly 100 million U.S. ad-supported subscriptions exist, with 65% of these users being new to the services.
• Netflix's ad-supported tier has grown to 94 million monthly active users globally, doubling its user base in the past year.
• Ad-tier subscribers show similar demographic profiles and loyalty levels to ad-free users, dispelling concerns about user retention.