Netflix's Ad-Tier Lures 5M Monthly Users: How Does That Compare With Streaming Rivals?
Portfolio Pulse from Ananya Gairola
Netflix's ad-supported tier has attracted nearly 5 million monthly active users since its launch in November. Competing platforms Disney+, Hulu, and HBO Max also offer ad-supported tiers, with varying levels of user adoption.

May 18, 2023 | 12:26 pm
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POSITIVE IMPACT
Netflix's ad-supported tier has reached nearly 5 million monthly active users, potentially boosting revenue and attracting more customers.
Netflix's ad-supported tier has attracted a significant number of users, which could lead to increased revenue and a larger customer base. This may positively impact the stock price in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEUTRAL IMPACT
Disney+ offers an ad-supported tier, with 36% of new subscriptions opting for the Basic plan or the Disney Bundle to Trio Basic in its third month.
Disney+ has also seen success with its ad-supported tier, but the article does not provide enough information to determine if this will have a significant short-term impact on the stock price.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 80
NEUTRAL IMPACT
HBO Max, owned by Warner Bros. Discovery, has an ad-supported tier with 12% of its 15.1 million subscribers opting for it.
HBO Max has an ad-supported tier with a smaller percentage of subscribers opting for it compared to Netflix and Disney+. The article does not provide enough information to determine if this will have a significant short-term impact on the stock price.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 80