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Netflix · 2025 report · 12 min

The cheaper plan with ads

Netflix's cheapest US plan costs less than half its Standard plan. So why does Netflix want you on it?

$
Ticket 01 · The guess

Who picks the plan with ads?

Netflix sells a cheaper plan with ads in some countries. In early 2026, what share of new sign-ups in those countries chose it?

30%
0%100%
Words to know

Spot something wrong?

Tell us what looks off. No name or email needed.

What kind of problem?

0 / 1000

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Sources and every number (2)

Sources

  • Netflix letter to shareholders, first quarter 2026 (Exhibit 99.1 to Form 8-K, April 16, 2026) · Netflix, Inc. (filed with the U.S. SEC), 2026
  • Netflix letter to shareholders, third quarter 2023 (Exhibit 99.1 to Form 8-K, October 18, 2023) · Netflix, Inc. (filed with the U.S. SEC), 2023

Every number

  • 60%sec.gov ·2026 · Share of sign-ups in the countries with an ads plan that chose the ads plan, first quarter of 2026 (the letter says over this much).
  • 30%sec.gov ·2023 · Share of sign-ups in the countries with an ads plan that chose the ads plan, on average, third quarter of 2023.
  1. Lessons›
  2. Big companies›
  3. Netflix
  • ·Before this: The password-sharing crackdown
  • ·Free guide: How Netflix makes money
Skip to the lesson
Back to the home page and map, from TryOwning · Netflix · Lesson 4
Part 1 of 3Part 1 of 3, 0 done

Netflix · 2025 report · 12 min

The cheaper plan with ads

Netflix's cheapest US plan costs less than half its Standard plan. So why does Netflix want you on it?

$
Ticket 01 · The guess

Who picks the plan with ads?

Netflix sells a cheaper plan with ads in some countries. In early 2026, what share of new sign-ups in those countries chose it?

30%
0%100%
Words to know

Spot something wrong?

Tell us what looks off. No name or email needed.

What kind of problem?

0 / 1000

We'll also send this page, the lesson, ticket 1, so we can find it. Nothing else. Privacy

·
Sources and every number (2)

Sources

  • Netflix letter to shareholders, first quarter 2026 (Exhibit 99.1 to Form 8-K, April 16, 2026) · Netflix, Inc. (filed with the U.S. SEC), 2026
  • Netflix letter to shareholders, third quarter 2023 (Exhibit 99.1 to Form 8-K, October 18, 2023) · Netflix, Inc. (filed with the U.S. SEC), 2023

Every number

  • 60%sec.gov ·2026 · Share of sign-ups in the countries with an ads plan that chose the ads plan, first quarter of 2026 (the letter says over this much).
  • 30%sec.gov ·2023 · Share of sign-ups in the countries with an ads plan that chose the ads plan, on average, third quarter of 2023.
  1. Lessons›
  2. Big companies›
  3. Netflix
  • ·Before this: The password-sharing crackdown
  • ·Free guide: How Netflix makes money