Top Calls: Netflix's Pivot to Ads in Focus

The video discusses Netflix's ad tier, launched in November, and its impact on revenue and signups. Most ad tier signups are new, not from existing users switching plans. The video also covers the backlash and churn from the ad tier, especially in Canada, and the challenges of the paid sharing plan. It highlights consumer expectations for free content and Netflix's strategy to monetize its user base. The video concludes with the impact of competition on subscriber growth and the importance of the password sharing plan.

In what ways has the environment of free streaming influenced consumer expectations regarding Netflix's pricing?

What impact does the password sharing plan have on Netflix's subscriber growth?