Netflix's Ad Tier Has One Massive Problem--And It Could Be Worth Billions to Fix

Key Points Netflix's ad revenue exploded in 2025. The company has been focused on scaling its ad-supported plans at the expense of monetization. Ad-supported subscribers are less valuable than other subscribers, leaving a gap that the company is now trying to close. 10 stocks we like better than Netflix › After years of keeping ads off its platform, Netflix (NASDAQ: NFLX) introduced its first ad-supported plan in late 2022. Growth was slowing at the time, and by offering a lower monthly price, Ne ...