蘑菇AV

DECK PENDING - 01/31/2025

With party games, GTA, and AI-powered development, Netflix is diversifying. But inconsistent strategy and low TV gaming interest could make this a tough sell.

Netflix, Disney, and Amazon lead relief efforts for wildfire victims: Corporate and celebrity donations underscore the intersection of disaster response and cause marketing.

Among an industry-diverse group of winning platforms, Netflix will emerge with the fastest digital ad revenue growth this year.

Social fuels streaming: Netflix invests in BookTok sensation 鈥淭wisted Love鈥� as TikTok reshapes publishing and adaptation strategies.

Ad-supported streaming grows: 66% of US viewers prefer affordability as Netflix and Amazon refine ad strategies with lighter loads and live content.

Streaming and theaters converge: Hybrid release strategies redefine holiday entertainment, with Amazon and Netflix building awareness through box office hits.

The holiday box office competes with the couch: Audiences are returning to theaters, but Netflix is offering blockbuster content.

By Q2 2025, Netflix and Max will be the only streaming services to have average CPMs higher than $30, per our September 2024 forecast.

Netflix is building an ad business to diversify its revenue streams.

Two-thirds of US TV viewers (66%) would rather watch ads and save $4 to $5 a month than spend the money to ditch ads, according to June 2024 data from Hub Research. That鈥檚 up five percentage points from June 2023. Netflix, Amazon Prime Video, Hulu, and Max all have ad-supported tiers now, and consumers benefit by saving a few dollars along the way. Advertisers can capitalize on these cost-saving behaviors by reaching consumers with messaging that emphasizes discounts and deals.

Streaming ad loads haven鈥檛 changed much lately. To a viewer accustomed to watching Netflix without ads, 9 minutes of ads per hour may seem like a lot. But that鈥檚 still much lower than linear TV, which has about 15 minutes of ads per hour.

Among subscription video streaming services, Amazon Prime Video has the highest share of ad-supported viewers, while Netflix has the lowest.

Netflix ad-supported tier hits 70 million users: Live sports and exclusive sponsorships boost subscriber growth and advertising revenues.