Overview

• Netflix's ad-supported tier now has 94 million global monthly active users, a 34% increase since November 2024, representing over 50% of new sign-ups in its ad markets.
• Users on the ad tier spend an average of 41 hours per month on the platform, with the service reaching more 18-34-year-olds than any U.S. broadcast or cable network.
• Netflix’s in-house ad tech platform, already live in the U.S. and Canada, is set to expand to all 12 ad-supported markets by June 2025.
• The company plans to roll out generative AI-powered interactive mid-roll and pause ads by 2026, aiming to enhance personalization and engagement for advertisers.
• Netflix forecasts doubling its ad revenue in 2025 and is pursuing a long-term goal of reaching a $1 trillion market valuation by 2030.