If it drops considerably from the level of $15.43 recorded for the six months ended in June, that would mean that members who go from the $19.99 plan to the $7 to $9 model aren’t watching enough shows, and in turn ads, to make up for the price difference, said Craig Huber, an analyst from Huber Research Partners.
https://www.barrons.com/articles/netflix-stock-ads-price-51661798779?mod=RTA
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