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When your metrics change… (Netflix) Growth 2.0 After spurring all of Hollywood to compete for streaming subscribers, Netflix is ending the race. ▪️ The streamer will no longer provide updated subscriber numbers during its quarterly earnings reports — it’ll only share them when they hit “certain major milestones,” per co-CEO Greg Peters. ▪️ Instead, it’ll focus on the metrics that Wall Street now cares most about, like revenue, operating income, and overall engagement on the platform. ▪️ Part of that reason is because the simple math of number of subscribers to revenue no longer makes sense — Netflix has multiple paid tiers, a growing ad tier, and may even change prices per market. #netflix #subscribers #streaming #media #tiers #tv https://lnkd.in/eHKceU9b

"We want to be the first place members go for entertainment", Netflix, Jan 25 🎥🎬 Netflix just dropped its Q4 2024 results, and let’s face it—they’re not just playing the streaming game; they’re rewriting the rules. Here’s the highlight reel: 1️⃣ IP Monetization Masterclass From Squid Game reality shows to themed escape rooms and games, Netflix doesn’t just create content—it milks every possible revenue stream. Lesson: Your IP isn’t just a show; it’s a business model. 2️⃣ Ad Revenues: Data Is the New Gold Netflix’s ad tier now accounts for 12% of revenues, leveraging AI to sell premium audiences at premium CPMs. Advertisers are buying what Netflix is selling: hyper-targeted eyeballs. 3️⃣ Data-Driven Production Why guess what works when you have the data? Netflix uses its treasure trove of viewer insights to greenlight hits, avoiding flops and trimming production waste. A win for efficiency and the bottom line. 4️⃣ Expanding Beyond TV & Film From live events (Jake Paul vs. Tyson) to gaming and interactive experiences, Netflix is becoming the everything store for entertainment. They don’t just want to be your second screen—they want to be your first stop. The Big Questions: thinking ecosystem? Data-first? Multi-format? Netflix is proof that success isn’t about playing the game better—it’s about playing a bigger game. #StreamingWars #AIinMedia #ContentEconomy #MediaLeadership #Netflix

Netflix's impressive performance in 2024, culminating in 302 million global subscribers and an annual operating income exceeding $10 billion, underscores its dominant position in the streaming industry. This success is largely attributed to its diverse and engaging content slate, which has consistently surpassed internal expectations. The remarkable viewership numbers for season two of "Squid Game," the film "Carry-On," and live events like the "Jake Paul vs. Mike Tyson" fight and NFL games highlight Netflix's ability to capture a wide audience with a mix of original programming and strategic partnerships. The addition of 19 million new subscribers in the final quarter, the largest quarterly increase in the company's history, further emphasizes Netflix's strong market appeal and effective content strategy. Despite challenges faced by the broader entertainment industry, Netflix remains optimistic about its future prospects. With the impacts of COVID-19 and industry strikes now behind, the company is poised to deliver a robust lineup of content in the coming year. Anticipated releases include new seasons of popular series like "Squid Game," "Wednesday," and "Stranger Things," as well as a variety of new films and live events. This diverse content offering is designed to cater to a broad range of viewer preferences and maintain Netflix's competitive edge in a crowded market. The company's strategic focus on high-quality, original content and live programming continues to drive engagement and subscriber growth. However, Netflix's decision to increase subscription prices across key markets, including the United States and Canada, introduces a potential challenge. While the price hikes could bolster revenue, they also risk alienating price-sensitive consumers in a competitive streaming landscape. Balancing the need for revenue growth with subscriber retention will be crucial for Netflix as it navigates this change. The company's ability to justify these price increases through its compelling content offerings and continued investment in high-quality programming will be key to maintaining subscriber loyalty and sustaining its growth trajectory. #Netflix #Growth #Innovation The New York Times: https://lnkd.in/enrEZRyj

The Variety article explores the evolving competition between Netflix and YouTube in the post-streaming wars era. Netflix was regarded as the victor in the “streaming wars,” but when viewed through the lens of total viewing time, YouTube emerged as the dominant platform, particularly in the U.S. YouTube’s business model differs from subscription video-on-demand (SVOD) services like Netflix, relying primarily on advertising and user-generated content (UGC). YouTube’s reach has extended beyond mobile devices, securing its place on TVs, where Netflix thrives. As the streaming landscape transitions from a subscriber-focused battle to an engagement-driven economy, Netflix and YouTube are direct competitors for users’ attention. YouTube’s NFL Sunday Ticket package and its distinction on larger screens make it a challenging opponent. Acknowledging this shift, Netflix views YouTube as its greatest rival in this new era, where user engagement and advertising revenues are more crucial than sheer subscriber numbers. Netflix may need to adapt more aggressively to stay relevant in the engagement wars by possibly experimenting further with short-form content, interactive media, or deeper integration of user-generated content. As mentioned in the article, the broader context of attention economies emphasises how diverse platforms, from streaming services to gaming and social media, are now in direct competition. It raises important questions for content creators and distributors, particularly about differentiating their offerings and capturing sustained user engagement across platforms. #netflixvsyoutube #streamingwars #engagementeconomy #digitalmedia #contentcompetition #poststreamingera #usergeneratedcontent #viewingtime #contentstrategy #videostreaming #advertisingmodel #streamingplatforms #bigscreenviewing #subscriptionvsads #attentioneconomy #videocontent #netflixstrategy #youtubeadvantage #digitalcompetition #contentdistribution #svod https://lnkd.in/gJuhWmMw

So Netflix is developing an in-house ad tech platform which set to launch next year. This announcement follows their successful ads tier which significantly grew their user base. By creating proprietary advertising technology, Netflix aims to enhance user experience and increase revenue, demonstrating a significant shift towards self-reliance in digital advertising. This move highlights the importance of adapting technology for better engagement and effectiveness. I've heard about the frustration around their current system, so this is good news for marketers. #Streaming #DigitalAdvertising #NetflixUpdate

Is Netflix cementing its position as the ultimate entertainment leader? https://lnkd.in/gEKJj2S6 Netflix ended 2024 with a $1.87 billion profit on $10.25 billion in revenue, thanks to record net additions of 41 million subscribers, including 19 million over the holiday season. With hits like #Squid #Game, the platform’s global reach continues to grow, while 55% of new users are signing up for its ad-supported plans. #Netflix projects 2025 revenue at $43.5–44.5 billion as it explores new ventures like live programming and gaming.

As anticipation builds for Netflix’s quarterly earnings report, we’ve been tracking usage and engagement trends.   💡 Discover the insights that can be derived from global, harmonised SVOD viewership data by reading our latest blog. #Netflix #QuarterlyEarnings #SVODLandscape

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Netflix said on Wednesday its ad-supported tier has reached 40 million global monthly active users, from 5 million a year earlier, a sign that its push to attract new users with the cheaper plan is paying off.... Read More At:- https://lnkd.in/eGbQVxBt Netflix #Global #activeusers #users #Netflix #cheaperplan #news #NewsUpdate #newsfeed #dailynews #IBWNews

So, while EDPB is up in arms because Meta's #payorOK approach to getting consent to process data for advertising purposes, Netflix has been rolling out lower-cost, ad-supported subscription tiers. Why is Netflix's Pay or OK not getting the same attention? Is it because they charged full price as a default and are now offering to process data for advertising in exchange for a discount? What if they follow through on ideas they're exploring for entirely ad-funded "free" plans? The order a controller rolls out its Pay or OK approach shouldn't be relevant to its legality but it seems like that's what's happening. https://lnkd.in/gYivc8Gk