Latest / The CMO Podcast with Fexingo: Marketing Leadership, Budgets, and Executive Strategy
Why Netflix Abandoned the Ad-Free Premium Tier
Episode 11 of The CMO Podcast examines Netflix's surprising decision in Q1 2026 to phase out its ad-free Premium tier in key markets. Lucas and Luna unpack the strategic calculus: higher average revenue per user, advertiser demand for premium inventory, and the risk of subscriber backlash. They compare Netflix's move to Disney+'s hybrid approach and discuss what it signals about the future of streaming economics — particularly the growing dependency on advertising revenue to offset content costs. The hosts also explore how this shift changes the relationship between streaming…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.