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# Streaming analysts: ad tiers now make or break profitability
- URL: https://www.medianexis.com/streaming-analysts-ad-tiers-now-make-or-break-profitability/
- Published: 2026-10-22T16:06:48.000Z
- Updated: 2026-10-22T16:06:49.000Z
- Description: AdExchanger reports that at NAB Show in New York, J.P. Morgan’s Eric Menell and Bank of America’s Jessica Reif Ehrlich told investors streaming underdelivers versus linear TV, with ad revenue now critical to platform profitability.
- Author: The Signals Desk
- Tags: Streaming, AdExchanger: streamers embrace ads, indie agency DSP margins

**Why it matters.** Streaming platforms must now grow ad-tier revenue to hit profitability, even as they risk alienating subscribers with more ads.

*Signal from* [*adexchanger.com*](https://adexchanger.com/?ref=medianexis.com) *·* [*read the original*](https://www.adexchanger.com/daily-news-roundup/thursday-22102026/?ref=medianexis.com)*.*