Signals for Netflix Remain Positive as the Stock Hits an All-Time High
- In April, we published a Chart of the Week that highlighted Occam’s tracking of Netflix’s password-sharing ban progress.
- Occam also continuously monitors Netflix’s subscription tier mix, and the data continues to show a positive shift towards the ad-supported tier (Standard with ads).
- In May, Netflix reported that the ad-supported tier had 40 million users, nearly double the 23 million they had previously reported in January.
- Just this week, Netflix announced that ad sales commitments have jumped 150% year over year, likely due to the success of increasing users on the ad-supported tier, which now accounts for 45% of signups.
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