Netflix Shifts Focus to Ads and Live Content (NFLX/DIS/PARA/WBD/CMCSA)
- Recent Occam data shows that the percentage of Netflix password sharers, which had been steadily declining since mid-2023 due to Netflix’s crackdown, has now plateaued (data available upon request).
- As Netflix shifts its focus to new initiatives such as advertising and live events, it’s worth revisiting the penetration levels of the various subscription tiers (see chart).
- Occam data shows steady growth for the ad-supported tier throughout 2024, a trend that appears to be continuing in 2025.
- Netflix will cease to report subscriber metrics after this quarter. Subscribe to Occam to maintain visibility into Netflix KPIs.
