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BusinessEarnings ReportsMay 12, 2026

Netflix ad sign-ups topped 60% in available markets

MSN

Netflix reported Q1 revenue of $12.25 billion, with ad-supported plan sign-ups exceeding 60% in markets where it is available. The company also saw its advertiser count increase by 70% to 4,000 during the first quarter.

Key Takeaways

  • Q1 revenue reached $12.25 billion.
  • Ad-supported plan sign-ups exceeded 60% in markets where Netflix offers the tier.
  • Netflix said its advertiser count increased 70% to 4,000 in the first quarter.

Why It Matters

Netflix’s ad tier is doing more than filling a pricing gap: in markets where it is available, more than 60% of sign-ups are choosing it, and advertiser counts are rising alongside that mix shift. That gives Netflix a clearer monetization path than a pure subscription model and shows how quickly ads are becoming part of its revenue base. For the broader streaming stack, the key signal is the pace of advertiser adoption, not just subscriber growth. Watch Netflix’s next quarter for the ad-tier sign-up share and advertiser count, since those two numbers show whether the ad business is still scaling.


Read full article at msn.com

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