Netflix says 250 million ad-viewers globally

- Netflix told advertisers on May 13 that its ad-supported plan now reaches more than 250 million global monthly active viewers, according to Netflix and Forbes. - Amy Reinhard said more than 80% of ad-tier members watch weekly, while outside reports pegged 2026 ad revenue near $3 billion. - On June 1, Amazon DSP buying is due across Netflix’s ad-supported markets, with Yahoo DSP to follow.

Netflix told advertisers at its 2026 upfront presentation on May 13 that its ad-supported plan now reaches more than 250 million global monthly active viewers, a new benchmark in the company’s push to build a larger advertising business. Netflix President of Advertising Amy Reinhard presented the figure at the event, and the company repeated it in a post on its corporate site. Forbes reported on May 18 that Netflix also told advertisers more than 80% of ad-plan members watch every week. The company used the presentation to pair audience scale with new ad-buying tools and an expanded live-programming slate. ### Why is Netflix talking about “viewers” instead of ad-tier subscribers? Netflix described the 250 million figure as global monthly active viewers, not subscribers. That distinction matters because the company’s ad pitch is aimed at marketers buying reach, and monthly active viewers can include multiple people in the same household who watch advertising-supported programming. (about.netflix.com) The company has used subscriber and viewer metrics differently before, but at this upfront it emphasized audience delivered to advertisers. TheWrap and Variety both reported the figure as a global monthly active audience for the ad tier, and Variety said it was up from about 190 million previously disclosed in November. (about.netflix.com) ### How fast has the ad tier grown? Netflix’s ad-supported audience has risen quickly over the past year. Invezz reported the company had cited about 94 million a year earlier, while Variety and Forbes reported the latest figure follows a prior mark of roughly 190 million in November. (thewrap.com) The company also told advertisers that more than 80% of ad members watch every week, a figure Netflix and trade outlets presented as evidence of regular usage rather than one-time sampling. Amy Reinhard said at the upfront that the business had moved from proving durability to establishing itself as a more substantial ad platform. (forbes.com) ### What exactly did Netflix promise advertisers? Amy Reinhard said at the upfront that Netflix was adding buying and targeting tools as it tried to make the service easier for brands to use. Netflix said audience targeting through Amazon DSP will be available across all ad-supported countries by June 1, and Forbes reported Yahoo DSP is set to follow. (about.netflix.com) Netflix also used the event to highlight newer ad products, including AI-related tools, according to its corporate post and trade coverage. Those additions came alongside programming announcements meant to support the sales pitch, including live sports and a broader entertainment slate. ### Where does the $3 billion revenue figure come from? (about.netflix.com) Forbes and other outside reports said Netflix projected ad revenue growth toward roughly $3 billion in 2026. Invezz reported that would be about double an estimated $1.5 billion in 2025. Netflix’s own upfront post highlighted audience and product updates, but the specific $3 billion figure in current coverage appears to come from media reports rather than a detailed public company filing tied to the event. (about.netflix.com) That leaves advertisers and investors watching for later disclosures that show how much of Netflix’s growth is coming from ads versus subscriptions. Subscription Insider reported that membership fees still drive the business even as the ad layer becomes more important. (forbes.com) ### What comes next after the upfront presentation? Netflix said on May 13 that its ad-supported plan will expand to 15 additional countries starting in 2027. Deadline and other outlets reported that expansion as part of the same upfront package that included the 250 million audience figure. June 1 is the next concrete date in the rollout. (subscriptioninsider.com) Netflix said Amazon DSP targeting across all ad-supported countries is scheduled to begin then, with Yahoo DSP integration to follow, giving advertisers an early test of whether the company’s new sales pitch translates into easier media buying. (about.netflix.com) (deadline.com)

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