note: I hate ads so I'm not trying to manifest this, but can you explain why you're so sure of this?
To me, it seems like they "should" (for greed reasons, I mean, not for my happiness) hike the prices of subscriptions aggressively while keeping the ad-tier attractively-priced, moving as many people as possible over. This increases ad revenue and allows more YoY growth if their ML can manipulate you into more watch hours in 2027 than you do in 2026.
Sure, some people like me will probably drop Netflix before they'll pay $35 a month or endure ads. But the current delta is only $10. I suspect they can make $10 a head in ad revenue in a year -- and if they can make $15, they would break even if they lost 3 ad-free subscribers but gained 2 back onto the ad tier. Anything better than those numbers would be a net gain.
Welcome to 2022 or so. I thinl Hulu started it, but yea. Many "premium" services are back to ads again on the lowest tier. It's probable more expensive than the highest tier 10 years ago as well.
note: I hate ads so I'm not trying to manifest this, but can you explain why you're so sure of this?
To me, it seems like they "should" (for greed reasons, I mean, not for my happiness) hike the prices of subscriptions aggressively while keeping the ad-tier attractively-priced, moving as many people as possible over. This increases ad revenue and allows more YoY growth if their ML can manipulate you into more watch hours in 2027 than you do in 2026.
Sure, some people like me will probably drop Netflix before they'll pay $35 a month or endure ads. But the current delta is only $10. I suspect they can make $10 a head in ad revenue in a year -- and if they can make $15, they would break even if they lost 3 ad-free subscribers but gained 2 back onto the ad tier. Anything better than those numbers would be a net gain.