Netflix’s ad business needs more than subscriber growth — it needs viewing hours
TVNewsCheck, syndicating David Wainer’s WSJ piece, reports that Netflix’s advertising ambitions hinge on viewing hours, which have stalled even as subscriber and revenue growth continue. The piece frames engagement, not sign-ups, as the real constraint on how much ad revenue Netflix can extract.
Why it matters. Advertisers buying Netflix inventory gain leverage to question pricing if engagement per subscriber keeps flattening rather than growing with the ad tier.
Signal from tvnewscheck.com · Mark K. Miller · read the original.
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